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COPT Defense Properties

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
276
Wealthspire Advisors (New York)
New York
$10.7K +$10.6K +368 New
CT
277
Clearstead Trust
Maine
$10.3K +$4.37K +152 +75%
CAM
278
Costello Asset Management
Pennsylvania
$8.36K +$86 +3 +1%
AG
279
AmeriFlex Group
Nevada
$8.02K +$7.93K +276 New
PGAM
280
Princeton Global Asset Management
New Jersey
$7.99K – – –
MG
281
Mather Group
Illinois
$7.32K +$7.24K +252 New
Simplex Trading
282
Simplex Trading
Illinois
$7K +$7.21K +251 New
PTC
283
Private Trust Company
Ohio
$6.97K +$259 +9 +4%
WA
284
WPG Advisers
Maryland
$5.93K -$3.88K -135 -40%
BIA
285
Bell Investment Advisors
California
$5.12K – – –
CAL
286
Capital Advisors Ltd
Ohio
$5K – – –
S
287
SignatureFD
Georgia
$4.59K +$115 +4 +3%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$4.36K +$1.98K +69 +85%
MCM
289
Manchester Capital Management
Vermont
$4.24K +$4.2K +146 New
PS
290
Principal Securities
Iowa
$3.17K – – –
FMII
291
Farmers & Merchants Investments Inc
Nebraska
$2.96K +$115 +4 +4%
BWAM
292
Boyd Watterson Asset Management
Ohio
$2.76K – – –
PP
293
PFS Partners
New Jersey
$2.35K +$29 +1 +1%
SPIA
294
Steward Partners Investment Advisory
New York
$2.18K -$1.15K -40 -35%
1NWS
295
1 North Wealth Services
Maryland
$2.03K – – –
QC
296
Quent Capital
New York
$1.95K +$1.93K +67 New
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$1.8K – – –
PWA
298
Physician Wealth Advisors
Utah
$1.72K – – –
FFA
299
Farther Finance Advisors
California
$1.6K +$517 +18 +49%
AssetMark Inc
300
AssetMark Inc
California
$1.4K -$316 -11 -19%