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PDM

Piedmont Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
201
Zullo Investment Group
Pennsylvania
$26K
SIS
202
Sound Income Strategies
Florida
$20K
RA
203
Rise Advisors
New York
$18K +$364 +29 +2%
TWA
204
TCI Wealth Advisors
Arizona
$18K +$21K +1,672 New
DAC
205
Dividend Assets Capital
South Carolina
$14K
AW
206
Avion Wealth
Texas
$13K
TWM
207
Tradition Wealth Management
Minnesota
$13K
JMF
208
Johnson Midwest Financial
Iowa
$13K +$163 +13 +1%
SWM
209
Sugarloaf Wealth Management
Georgia
$13K +$251 +20 +2%
CM
210
Cornerstone Management
Georgia
$11.6K +$13.8K +1,100 New
HCM
211
Highlander Capital Management
New Jersey
$11K
LWANC
212
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K
PTC
213
Private Trust Company
Ohio
$11K
SAM
214
Strategic Asset Management
Minnesota
$11K
KFI
215
Key Financial Inc
Pennsylvania
$10K
CWM
216
CarsonAllaria Wealth Management
Illinois
$10K +$201 +16 +2%
BTI
217
Blue Trust Inc
Georgia
$9K +$1.18K +94 +16%
TFGT
218
TS Financial Group (TSFG)
Illinois
$8K
HBW
219
Hazlett, Burt & Watson
West Virginia
$8K +$163 +13 +2%
CA
220
Crewe Advisors
Utah
$8K +$3.52K +280 +63%
CFFP
221
Center for Financial Planning
Michigan
$8K +$9.49K +756 New
AF
222
Advisornet Financial
Minnesota
$7K
MFT
223
Moisand Fitzgerald Tamayo
Florida
$7K
Rockefeller Capital Management
224
Rockefeller Capital Management
New York
$7K +$917 +73 +12%
QCG
225
Quadrant Capital Group
Ohio
$7K +$7.52K +599 +550%