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Seven Hills Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
26
Joseph P. Lucia & Associates
New York
$74K
AAM
27
Advisors Asset Management
Colorado
$60.4K +$2.95K +163 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$39K +$70.1K +3,877 New
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$21K -$391K -21,641 -90%
SWM
30
Selective Wealth Management
Virginia
$13K +$23.4K +1,294 New
GSWM
31
Golden State Wealth Management
California
$10K +$17.8K +982 New
CAN
32
Claraphi Advisory Network
United States
$9K +$15.9K +881 New
AWM
33
Avior Wealth Management
Nebraska
$8K
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$6K
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$3K
US Bancorp
36
US Bancorp
Minnesota
$2K
AF
37
Allworth Financial
California
$1K +$2.53K +140 New
CA
38
Cornerstone Advisors
North Carolina
-$4.71M -233,133 Closed
Geode Capital Management
39
Geode Capital Management
Massachusetts
-$1.88M -92,918 Closed
WAM
40
Wolverine Asset Management
Illinois
-$986K -48,841 Closed
LCM
41
Landscape Capital Management
New Jersey
-$860K -42,580 Closed
SFS
42
Shaker Financial Services
Virginia
-$482K -23,884 Closed
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
-$443K -21,938 Closed
PAS
44
Park Avenue Securities
New York
-$434K -21,478 Closed
RTS
45
Round Table Services
New Jersey
-$222K -11,000 Closed
CIA
46
Capital Investment Advisors
Georgia
-$212K -10,508 Closed
FIA
47
FNY Investment Advisers
New York
-$76K -3,773 Closed
BBPWM
48
Blue Bell Private Wealth Management
Pennsylvania
-$28K -1,385 Closed