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UMH Properties

Name Holding Trade Value Shares
Change
Change in
Stake
SO
226
Sierra Ocean
California
$1.18K – – –
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$1K -$351K -20,492 -100%
C
228
Covestor
United Kingdom
$1K +$924 +54 +900%
PWMG
229
Private Wealth Management Group
New Jersey
$941 – – –
RWM
230
Raffa Wealth Management
District of Columbia
$621 – – –
CPG
231
Cornerstone Planning Group
New Jersey
$449 -$5.07K -296 -92%
SC
232
SouthState Corp
Florida
$437 – – –
SWIM
233
Smallwood Wealth Investment Management
New Jersey
$436 – – –
BTI
234
Blue Trust Inc
Georgia
$369 – – –
TWD
235
True Wealth Design
Ohio
$252 -$137 -8 -35%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$168 -$17 -1 -9%
Principal Financial Group
237
Principal Financial Group
Iowa
– -$726K -38,816 Closed
ERSOT
238
Employees Retirement System of Texas
Texas
– -$708K -37,861 Closed
CF
239
Corebridge Financial
Texas
– -$662K -35,420 Closed
ARC
240
Advisor Resource Council
Texas
– -$578K -32,164 Closed
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
– -$533K -28,517 Closed
Verition Fund Management
242
Verition Fund Management
Connecticut
– -$467K -24,959 Closed
XT
243
XTX Topco
Cayman Islands
– -$407K -21,782 Closed
CWM
244
CIBC World Markets
New York
– -$300K -16,043 Closed
SOW
245
State of Wyoming
Wyoming
– -$285K -15,243 Closed
JF
246
Jump Financial
Illinois
– -$188K -10,042 Closed
CCM
247
Coldstream Capital Management
Washington
– -$102K -5,459 Closed
CCM
248
Cloud Capital Management
Washington
– -$37K -2,000 Closed
SSG
249
Summit Securities Group
New York
– -$35.1K -1,876 Closed
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
– -$15.4K -824 Closed