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Curbline Properties
CURB

Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
251
Picton Mahoney Asset Management
Ontario, Canada
$4.74K +$4.45K +156 New
CFM
252
Cornerstone Financial Management
Massachusetts
$4.68K +$4.39K +154 New
RIL
253
Rothschild Investment LLC
Illinois
$4.41K +$29 +1 +0.7%
IA
254
IFP Advisors
Florida
$3.71K – – –
MIM
255
Marshall Investment Management
Colorado
$3.44K +$3.23K +113 New
KFAS
256
Keating Financial Advisory Services
Kansas
$2.61K +$57 +2 +2%
MPWT
257
MassMutual Private Wealth & Trust
Connecticut
$2.43K – – –
CFO
258
CVA Family Office
Colorado
$2.31K – – –
PWMG
259
Private Wealth Management Group
New Jersey
$2.1K – – –
PFBT
260
Parkside Financial Bank & Trust
Missouri
$1.95K – – –
SEP
261
Signature Equity Partners
Ohio
$1.93K +$29 +1 +2%
FMII
262
Farmers & Merchants Investments Inc
Nebraska
$1.79K – – –
QC
263
Quent Capital
New York
$1.4K – – –
CA
264
Clearstead Advisors
Ohio
$1.19K +$1.11K +39 New
AW
265
Ankerstar Wealth
Texas
$1.1K – – –
BIM
266
Breakwater Investment Management
Washington
$791 +$742 +26 New
EP
267
Essential Partners
California
$730 – – –
ECA
268
Elevated Capital Advisors
Utah
$547 – – –
CPG
269
Cornerstone Planning Group
New Jersey
$530 -$29 -1 -6%
BIA
270
Bell Investment Advisors
California
$517 +$485 +17 New
GWM
271
Gilpin Wealth Management
Colorado
$487 – – –
KG
272
Kilter Group
New York
$487 +$171 +6 +60%
FAM
273
Fulcrum Asset Management
United Kingdom
$438 +$400 +14 New
JWA
274
JFS Wealth Advisors
Pennsylvania
$428 +$400 +14 New
PWA
275
Physician Wealth Advisors
Utah
$365 +$342 +12 New
9 10
11
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