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Piedmont Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AW
201
Alpha Windward
Massachusetts
$29K – – –
SWM
202
SeaCrest Wealth Management
New York
$26K – – –
KCPG
203
Kavar Capital Partners Group
Kansas
$26K +$27.7K +1,500 New
APP
204
Avantax Planning Partners
Iowa
$22K +$23.3K +1,260 New
CFA
205
Carroll Financial Associates
North Carolina
$20K – – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
BCP
207
Blackhawk Capital Partners
Wisconsin
$14K -$9.01K -488 -37%
CFD
208
Creative Financial Designs
Indiana
$12K – – –
SNT
209
Security National Trust
West Virginia
$12K +$12.3K +664 New
US Bancorp
210
US Bancorp
Minnesota
$11K +$4.65K +252 +65%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
SWP
212
Stratos Wealth Partners
Ohio
$10K +$10.8K +587 New
AIL
213
AGF Investments LLC
Ontario, Canada
$8K – – –
PS
214
Portfolio Solutions
Michigan
$8K – – –
IWM
215
IHT Wealth Management
Illinois
$8K +$8.86K +480 New
CAW
216
Cornerstone Advisors (Washington)
Washington
$6K – – –
GT
217
Glenmede Trust
Pennsylvania
$6K – – –
VCM
218
Virtue Capital Management
Tennessee
$6K – – –
WDL
219
Well Done LLC
Michigan
$5K +$5.46K +296 New
APSP
220
Asset Planning Services (Pennsylvania)
Pennsylvania
$4K – – –
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$4K – – –
EARNEST Partners
222
EARNEST Partners
Georgia
$4K – – –
MOS
223
MGO One Seven
Ohio
$4K – – –
OFW
224
Omnia Family Wealth
Florida
$3K -$6.53K -354 -64%
WAM
225
Wealthspire Advisors (Maryland)
Maryland
$2K -$3.93K -213 -69%