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SVC

Service Properties Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
201
Atlantic Union Bankshares
Virginia
$1.35K – – –
GRP
202
Global Retirement Partners
California
$1.35K +$1.26K +160 New
DSC
203
Daytona Street Capital
Missouri
$1.21K -$881 -112 -80%
NS
204
NBC Securities
Alabama
$1.2K -$1.2K -152 -52%
BWA
205
Basecamp Wealth Advisors
Washington
$1.2K +$700 +89 +168%
CA
206
CoreCap Advisors
Michigan
$1.01K – – –
US Bancorp
207
US Bancorp
Minnesota
$859 +$362 +46 +82%
SIM
208
Synergy Investment Management
Florida
$815 – – –
GI
209
GAMMA Investing
California
$688 -$2.27K -289 -78%
IAIM
210
International Assets Investment Management
Florida
$482 – – –
PWPS
211
Pinnacle Wealth Planning Services
Ohio
$373 – – –
QC
212
Quent Capital
New York
$304 – – –
CA
213
Clearstead Advisors
Ohio
$283 +$260 +33 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$144 -$2.48K -315 -95%
WA
215
WPG Advisers
Maryland
$142 – – –
BF
216
BOK Financial
Oklahoma
$128 +$118 +15 New
UBS AM
217
UBS AM
Illinois
$90 – – –
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$66 – – –
SWP
219
Strategic Wealth Partners
Ohio
$64 – – –
BCM
220
Boreal Capital Management
Florida
$47 – – –
HI
221
Harbour Investments
Wisconsin
$41 – – –
SPIA
222
Steward Partners Investment Advisory
New York
$3 – – –
YAG
223
Yorkville Advisors Global
New Jersey
– -$28.3M -4,166,667 Closed
CM
224
Capital Management
Virginia
– -$11.1M -1,641,596 Closed
Geode Capital Management
225
Geode Capital Management
Massachusetts
– -$5.92M -873,072 Closed