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Curbline Properties

Name Holding Trade Value Shares
Change
Change in
Stake
SO
201
Sierra Ocean
California
$2.85K – – –
MassMutual Private Wealth & Trust
202
MassMutual Private Wealth & Trust
Connecticut
$2.37K – – –
NewEdge Advisors
203
NewEdge Advisors
Louisiana
$2.37K – – –
Farther Finance Advisors
204
Farther Finance Advisors
California
$1.88K -$482 -20 -21%
Farmers & Merchants Investments Inc
205
Farmers & Merchants Investments Inc
Nebraska
$1.55K – – –
SW
206
SVB Wealth
Massachusetts
$1.55K +$1.54K +64 New
CFFP
207
Center for Financial Planning
Michigan
$1.5K – – –
Allworth Financial
208
Allworth Financial
California
$1.43K -$1.4K -58 -48%
Coldstream Capital Management
209
Coldstream Capital Management
Washington
$1.4K +$1.4K +58 New
MAI Capital Management
210
MAI Capital Management
Ohio
$1.31K +$144 +6 +13%
QL
211
Quarry LP
New York
$1.23K +$1.23K +51 New
QC
212
Quent Capital
New York
$1.11K – – –
Geneos Wealth Management
213
Geneos Wealth Management
Colorado
$1.06K +$1.06K +44 New
SIS
214
Sound Income Strategies
Florida
$1.02K – – –
TFGT
215
TS Financial Group (TSFG)
Illinois
$1K +$867 +36 New
Wilmington Savings Fund Society
216
Wilmington Savings Fund Society
Delaware
$968 – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$944 +$602 +25 +179%
CFO
218
CVA Family Office
Colorado
$871 – – –
BIA
219
Bell Investment Advisors
California
$533 – – –
SC
220
Stephens Consulting
Michigan
$363 +$361 +15 New
TWD
221
True Wealth Design
Ohio
$242 -$385 -16 -62%
Blue Trust Inc
222
Blue Trust Inc
Georgia
$194 -$819 -34 -81%
AWM
223
Abound Wealth Management
Tennessee
$194 – – –
SWIM
224
Smallwood Wealth Investment Management
New Jersey
$193 +$193 +8 New
PWAM
225
Private Wealth Asset Management
Iowa
$145 +$144 +6 New