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Orion Office REIT

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
– -$30.3K -11,208 Closed
Corient Private Wealth
202
Corient Private Wealth
Florida
– -$29.1K -10,779 Closed
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
– -$27.2K -10,079 Closed
AAS
204
Ameritas Advisory Services
Nebraska
– -$1.1K -407 Closed
WIM
205
Westside Investment Management
California
– -$891 -330 Closed
TWD
206
True Wealth Design
Ohio
– -$508 -188 Closed
MG
207
Mather Group
Illinois
– -$329 -122 Closed
PS
208
Principal Securities
Iowa
– -$207 -77 Closed
ASN
209
Advisory Services Network
Georgia
– -$167 -62 Closed
WANY
210
Wealthspire Advisors (New York)
New York
– -$157 -58 Closed
IRAG
211
Investment Research & Advisory Group
Georgia
– -$135 -50 Closed
ZBNA
212
Zions Bancorporation, National Association
Utah
– -$135 -50 Closed
KFI
213
Key Financial Inc
Pennsylvania
– -$101 -37 Closed
MIM
214
MTM Investment Management
South Carolina
– -$59 -22 Closed
AAG
215
Armstrong Advisory Group
Massachusetts
– -$55 -20 Closed
EWM
216
Evolution Wealth Management
Florida
– -$38 -14 Closed
CFD
217
Creative Financial Designs
Indiana
– -$27 -10 Closed
WA
218
Whipplewood Advisors
Colorado
– -$5 -2 Closed
HFS
219
Horizon Financial Services
North Carolina
– -$3 -1 Closed
ST
220
Smithfield Trust
Pennsylvania
– +$5 +2 New
HFS
221
Hantz Financial Services
Michigan
– +$267 +113 New
MTI
222
Merrithew & Thorsten Inc
California
– +$347 +147 New