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Sun Communities

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
326
Permanent Capital Management
Illinois
$390K +$379K +3,000 New
LCS
327
Levin Capital Strategies
New York
$387K -$316K -2,500 -45%
AA
328
Advisory Alpha
Michigan
$386K
PCM
329
Polymer Capital Management
New York
$380K +$372K +2,943 New
CIC
330
Crawford Investment Counsel
Georgia
$379K -$2.4K -19 -0.6%
DWS
331
Discipline Wealth Solutions
South Carolina
$371K +$364K +2,878 New
BMSSC
332
B. Metzler seel. Sohn & Co
Germany
$366K
OSAM
333
O'Shaughnessy Asset Management
Connecticut
$365K +$80.9K +640 +29%
IA
334
IFP Advisors
Florida
$363K -$18.2K -144 -5%
LWA
335
Lantern Wealth Advisors
New York
$361K
AV
336
ASR Vermogensbeheer
Netherlands
$360K -$4.04K -32 -1%
PMAM
337
Penn Mutual Asset Management
Pennsylvania
$359K
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$353K +$35.4K +280 +11%
CCM
339
Canal Capital Management
Virginia
$349K +$2.27K +18 +0.7%
BFM
340
Boothbay Fund Management
New York
$348K +$341K +2,700 New
Nomura Holdings
341
Nomura Holdings
Japan
$332K +$326K +2,576 New
EC
342
EntryPoint Capital
New York
$329K +$323K +2,553 New
UCFA
343
United Capital Financial Advisors
Texas
$328K +$3.79K +30 +1%
BCM
344
Bayesian Capital Management
New York
$325K +$319K +2,522 New
LF
345
Lee Financial
Texas
$323K +$506 +4 +0.2%
WIM
346
Warwick Investment Management
Texas
$320K +$314K +2,483 New
SWGC
347
Summit Wealth Group (Colorado)
Colorado
$319K +$341K +2,697 New
M&T Bank
348
M&T Bank
New York
$315K -$1.42M -11,237 -82%
HighTower Advisors
349
HighTower Advisors
Illinois
$304K +$51.7K +409 +21%
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$304K +$379 +3 +0.1%