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Seven Hills Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Advisors Asset Management
1
Advisors Asset Management
Colorado
$11.5M -$2.14M -115,377 -16%
Morgan Stanley
2
Morgan Stanley
New York
$11.3M +$94.7K +5,110 +0.9%
Wells Fargo
3
Wells Fargo
California
$3.3M +$45.3K +2,442 +1%
Thomas J. Herzfeld Advisors
4
Thomas J. Herzfeld Advisors
Florida
$3.06M +$204K +11,027 +7%
UBS
5
UBS
Switzerland
$2.91M -$40.6K -2,192 -1%
Mariner Investment Group
6
Mariner Investment Group
New York
$2.32M +$1.42M +76,677 +168%
CA
7
Cornerstone Advisors
North Carolina
$2.18M +$511K +27,561 +32%
Raymond James & Associates
8
Raymond James & Associates
Florida
$1.72M +$99.1K +5,347 +6%
TC
9
TFS Capital
Pennsylvania
$1.31M – – –
Goldman Sachs
10
Goldman Sachs
New York
$1.16M – – –
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.14M – – –
Bank of America
12
Bank of America
North Carolina
$747K +$218K +11,780 +43%
CL
13
CSS LLC
Illinois
$452K – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$366K +$37 +2 +0%
MSI Financial Services
15
MSI Financial Services
Massachusetts
$207K +$59.6K +3,217 +42%
Gramercy Funds Management
16
Gramercy Funds Management
Connecticut
$174K +$53.9K +2,907 +46%
Wolverine Asset Management
17
Wolverine Asset Management
Illinois
$93K -$12.7K -686 -12%
B. Riley Wealth Advisors
18
B. Riley Wealth Advisors
Florida
$44.4K +$43.4K +2,343 New
D.A. Davidson & Co
19
D.A. Davidson & Co
Montana
$33K – – –
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.2K +928 New
Howe & Rusling
21
Howe & Rusling
New York
$15K – – –
Ladenburg Thalmann Financial Services
22
Ladenburg Thalmann Financial Services
Florida
$4K – – –
Doliver Advisors
23
Doliver Advisors
Texas
– -$847K -47,438 Closed
BHF Kleinwort Benson Group
24
BHF Kleinwort Benson Group
Belgium
– -$435K -24,351 Closed
AllianceBernstein
25
AllianceBernstein
Tennessee
– -$88K -4,914 Closed