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AHR AMERICAN HEALTHCARE REIT INC

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REIT (common), issuer CIK 1632970

382 managers (390 13F filers) reported a position in AHR shares at 2024-12-31, 133,897,407 shares in all. 57 filers opened a position and 47 filers sold out during the quarter.

Managers
382
13F filers
390
New
57
Added
142
Reduced
133
Sold out
47
Shares held by filers
133,897,407

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VANGUARD GROUP INCin group VANGUARD GROUP INC15,357,331$436M0.01%+7,474,37413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.15,115,566$430M0.01%+5,877,60013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding12,239,929$348M+2,750,255Timeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…10,223,337$291M0.05%-3,222,41513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP6,353,591$182M0.01%+2,669,90013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,310,788$123M0.05%+94,92513F-HR/ATimelineGroup
CENTERSQUARE INVESTMENT MANAGEMENT LLC3,799,365$108M1.14%-301,51313F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC3,699,793$105M0.01%+1,172,67013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,521,182$100M0.14%+422,86913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC2,518,870$71.6M0.04%-20,68413F-HRTimelineGroup
FMR LLCin group FMR LLC2,290,984$65.1M<0.01%+123,36213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,145,125$61M0.01%+237,13913F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA2,036,823$57.9M0.02%-46,48913F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD2,021,766$57.5M0.07%-132,53013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,845,616$52.5M+1,335,816Timeline
GRS Advisors, LLC1,744,252$49.6M4.89%+28,96313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,732,882$49.2M0.01%+861,88213F-HRTimelineGroup
Land & Buildings Investment Management,…1,559,204$44.3M8.98%+34,18913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,485,226$42.2M0.06%-126,75613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC1,358,984$38.6M0.06%-246,45713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,336,225$38M<0.01%+418,58913F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC1,303,759$37.1M0.13%-128,48113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC1,209,424$34.4M0.03%-1,450,35113F-HRTimelineGroup
CBRE INVESTMENT MANAGEMENT LISTED REAL …1,190,634$33.8M0.6%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,078,050$30.6M<0.01%+113,00613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,066,672$30.3M<0.01%+266,00713F-HR/ATimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…1,057,608$30.1M0.18%-1,229,99013F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc1,031,229$29.2M0.05%-20,46813F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.1,011,730$28.8M0.01%-602,52013F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…925,000$26.3M0.05%+495,00013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc857,877$24.4M0.01%+432,22213F-HRTimelineGroup
LPL Financial LLC850,234$24.2M0.01%-108,91613F-HRTimeline
Zimmer Partners, LP794,200$22.6M0.39%+34,20013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp728,853$20.7M<0.01%+424,77313F-HRTimelineGroup
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.717,602$20.4M0.08%-2,619,52813F-HRTimelineGroup
NORGES BANK680,477$19.3M<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding673,566$19.1M+344,915Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO647,663$18.4M0.02%-81,01213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.644,730$18.3M0.04%+310,29513F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC633,494$18M0.01%-337,08013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC579,550$16.6M0.09%+102,42513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC579,742$16.5M<0.01%-385,40513F-HRTimelineGroup
Waterfront Capital Partners, LLC530,119$15.1M2.81%new13F-HRTimeline
Ghisallo Capital Management LLC525,000$14.9M0.87%013F-HRTimeline
Brookfield Corp /ON/in group Brookfield Corp /ON/483,708$13.7M0.08%+44,11013F-HR/ATimelineGroup
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…425,000$12.1M0.47%new13F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…341,003$9.69M0.1%-1,59313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.334,694$9.51M0.04%+50,93113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding328,957$9.35M-27,334Timeline
RENAISSANCE TECHNOLOGIES LLC328,900$9.35M0.01%+170,10013F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …328,065$9.32M0.01%-66,83213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.325,100$9.25M0.02%-15,07313F-HR/ATimelineGroup
BARCLAYS PLCin group BARCLAYS PLC325,254$9.24M<0.01%+146,93813F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.305,663$8.69M<0.01%+222,05213F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC296,782$8.5M0.36%-182,97613F-HRTimeline
Swiss National Bank298,500$8.48M0.01%+7,10013F-HRTimeline
APG Asset Management US Inc.in group APG Asset Management N.V.292,952$8.33M0.06%013F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC292,242$8.31M0.25%+8,14913F-HRTimeline
STRS OHIO276,000$7.84M0.03%-118,20013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management272,462$7.74M0.02%new13F-HRTimelineGroup
RHUMBLINE ADVISERS256,293$7.28M0.01%+144,11913F-HR/ATimeline
Global IMC LLC249,213$7.08M1.27%+16013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …238,596$6.78M0.19%+35,83013F-HRTimelineGroup
CAPITAL FUND MANAGEMENT S.A.232,876$6.62M0.07%new13F-HRTimeline
Asset Management One Co., Ltd.231,872$6.6M0.02%+18,74713F-HRTimeline
Cambridge Investment Research Advisors,…231,316$6.57M0.02%-59,10913F-HRTimeline
PEREGRINE CAPITAL MANAGEMENT LLC223,272$6.35M0.19%-8,13513F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…216,703$6.16M0.02%+84,70313F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…216,698$6.16M0.02%+3,98013F-HRTimeline
CWM, LLCin group CWM, LLC213,193$6.06M0.03%+42,59313F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD208,901$5.94M0.02%+4,90113F-HRTimelineGroup
Verition Fund Management LLC200,133$5.69M0.03%-37,78113F-HRTimeline
Cetera Investment Advisers198,051$5.63M0.01%+118,74313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP196,929$5.6M0.01%new13F-HRTimelineGroup
Heitman Real Estate Securities LLCin group Heitman Real Estate Securitie…196,157$5.57M0.36%-54,36913F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co193,797$5.5M0.01%+27,74713F-HRTimelineGroup
BAMCO INC /NY/in group Baron Capital188,959$5.37M0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC184,234$5.24M0.09%+2,99713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources179,809$5.11M<0.01%+12,62413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN179,544$5.1M<0.01%+66,67513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD176,076$5M0.01%+106,93513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,248$4.92M<0.01%-51,51813F-HRTimelineGroup
OneDigital Investment Advisors LLC164,415$4.67M0.05%+28,08413F-HRTimeline
Hilton Capital Management, LLC156,686$4.45M0.39%-26,35313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC151,682$4.31M0.14%-214,10413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS150,214$4.27M0.02%+110,30913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…149,161$4.24M0.24%+12,88213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC145,646$4.14M<0.01%-262,78713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…141,984$4.04M<0.01%+4,08613F-HR/ATimeline
Employees Retirement System of Texas135,000$3.84M0.03%new13F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC131,540$3.74M<0.01%+64,90313F-HRTimelineGroup
ALGERT GLOBAL LLC131,314$3.73M0.09%new13F-HR/ATimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson128,545$3.65M<0.01%+34,43313F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC125,244$3.56M<0.01%+63,76213F-HRTimelineGroup
Quantbot Technologies LP124,839$3.55M0.13%-171,97813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding124,438$3.54M+16,417Timeline
Informed Momentum Co LLC119,213$3.39M0.48%-2,77713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC111,290$3.16M<0.01%13F-HR/ATimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/101,764$2.89M<0.01%+55,65113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…101,595$2.89M0.01%+70,18513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP100,930$2.87M<0.01%+5,66613F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…100,817$2.84M<0.01%+4,65313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS98,883$2.81M<0.01%+81,84813F-HRTimelineGroup
Modern Wealth Management, LLC97,618$2.77M0.1%-2,01913F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,974$2.73M<0.01%+20,36613F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…95,956$2.73M0.01%+43,61213F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding90,803$2.58M+43,297Timeline
HighPoint Advisor Group LLC92,739$2.56M0.14%-49,57713F-HRTimeline
WPG Advisers, LLC84,610$2.4M2.23%13F-HRTimeline
Amundiin group Amundi81,145$2.3M<0.01%+36,88113F-HRTimelineGroup
Greenland Capital Management LP80,000$2.27M0.45%-156,00113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC79,881$2.27M0.19%+11,44713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…76,715$2.18M0.02%+29,79213F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…76,418$2.17M0.02%new13F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.75,598$2.15M0.01%+31,57713F-HRTimelineGroup
State of Alaska, Department of Revenue72,799$2.07M0.02%+36,62513F-HRTimeline
HighTower Advisors, LLC69,983$1.99M<0.01%+16,38313F-HRTimeline
Glass Jacobson Investment Advisors llc68,666$1.95M0.64%-37,35813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GPS Wealth Strategies Group, LLC63,569$1.81M0.23%+7,37613F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…61,236$1.74M0.01%+3,30613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC60,461$1.72M<0.01%+6,59913F-HRTimelineGroup
WESTPAC BANKING CORPin group WESTPAC BANKING CORP58,978$1.68M0.11%+18,32813F-HRTimelineGroup
Cobblestone Asset Management LLC57,324$1.63M1.06%-17,07313F-HRTimeline
Arete Wealth Advisors, LLC57,405$1.63M0.12%+5,14513F-HRTimeline
Dynamic Advisor Solutions LLC55,401$1.57M0.07%-3,98213F-HRTimeline
Cosner Financial Group, LLC55,276$1.57M1%-9,71313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding57,245$1.56M-511Timeline
Uniplan Investment Counsel, Inc.53,455$1.52M0.14%new13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…49,089$1.4M0.01%+34,77913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …48,586$1.38M<0.01%+26,37813F-HRTimelineGroup
PFG Investments, LLC48,240$1.37M0.09%-3,87913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…46,479$1.32M<0.01%+13,20813F-HRTimelineGroup
Arkadios Wealth Advisors45,451$1.29M0.07%+14,46413F-HRTimeline
Transce3nd, LLC43,996$1.28M0.43%13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM44,049$1.25M0.01%+24,13813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT44,044$1.25M0.01%+77413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC43,155$1.23M0.01%+30,40913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC42,890$1.22M0.05%-95313F-HRTimeline
ProShare Advisors LLC42,824$1.22M<0.01%+27,21313F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC42,534$1.21M<0.01%+15,91013F-HR/ATimelineGroup
UniSuper Management Pty Ltd42,400$1.21M0.01%+24,20013F-HRTimeline
N.E.W. Advisory Services LLC41,543$1.18M0.11%-4,17713F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)40,500$1.15M0.01%new13F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.39,953$1.14M1.05%13F-HRTimeline
Handelsbanken Fonder AB38,800$1.1M<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC37,405$1.07M<0.01%+16,94813F-HRTimeline
Trivium Point Advisory, LLC36,948$1.05M0.13%-8,37813F-HRTimeline
J.W. COLE ADVISORS, INC.36,714$1.04M0.04%-4,64813F-HRTimeline
Creative Planningin group Creative Planning35,618$1.01M<0.01%-4,42913F-HRTimelineGroup
IFM Investors Pty Ltd35,005$995K0.01%+16,01713F-HRTimeline
FJ Capital Management LLC34,131$970K0.11%+12,06813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND34,100$969K<0.01%+12,60013F-HR/ATimeline
World Investment Advisors33,717$958K0.03%-2,52113F-HRTimeline
Harbour Capital Advisors, LLC33,715$950K0.21%+16,92013F-HRTimeline
Sigma Planning Corp33,273$946K0.03%-38,63213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC33,031$939K<0.01%-31,27613F-HRTimelineGroup
Prospera Financial Services Inc32,333$919K0.02%+13,63113F-HRTimeline
Police & Firemen's Retirement System of…32,193$915K0.01%13F-HRTimeline
KLP KAPITALFORVALTNING AS31,900$913K<0.01%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC32,109$912K<0.01%+20,51613F-HRTimelineGroup
Private Advisor Group, LLC30,972$880K<0.01%-14,72613F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…30,895$878K0.01%+4,09013F-HRTimelineGroup
Fortis Group Advisors, LLC29,751$846K0.16%+7,69313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,266$832K<0.01%-25,21813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,946$823K<0.01%-22,61513F-HR/ATimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP28,800$818K<0.01%+14,65213F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding28,488$810K+10,952Timeline
Advisory Resource Group27,947$794K0.17%-93813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth27,590$784K<0.01%-15,51013F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.27,545$783K<0.01%+1,02413F-HRTimeline
PEAK6 LLCin group PEAK6 LLC27,526$782K0.03%13F-HRTimelineGroup
Beacon Capital Management, LLC27,449$780K0.1%-8,27613F-HRTimeline
Geneos Wealth Management Inc.26,680$758K0.03%new13F-HRTimeline
Seven Springs Wealth Group, LLC26,082$741K0.28%+10,77013F-HRTimeline
Schonfeld Strategic Advisors LLC25,400$722K<0.01%-27,30013F-HRTimeline
Csenge Advisory Group25,322$720K0.04%+1,55413F-HRTimeline
Steward Partners Investment Advisory, L…25,241$717K0.01%+13,21513F-HRTimeline
PEAK FINANCIAL ADVISORS LLC25,113$714K0.37%-1,81413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…24,820$705K0.02%+21313F-HRTimelineGroup
Empower Advisory Group, LLC24,733$703K<0.01%-1,29713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED24,690$699K0.06%+213F-HRTimeline
Prime Capital Investment Advisors, LLC23,901$679K0.01%-5,07513F-HRTimeline
Focused Wealth Management, Inc23,681$673K0.09%-10813F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…23,645$672K<0.01%new13F-HRTimeline
RFG Holdings, Inc.23,502$668K0.22%013F-HRTimeline
Perigon Wealth Management, LLC23,114$663K0.02%-9,90413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,645$644K<0.01%-6,19413F-HRTimeline
Sheaff Brock Investment Advisors, LLC22,278$633K0.06%new13F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN22,120$630K<0.01%+3,15213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,128$629K0.01%+6,42513F-HRTimelineGroup
Strategic Blueprint, LLC21,622$615K0.04%-3,79413F-HRTimeline
NewEdge Advisors, LLC21,498$611K<0.01%-2,23913F-HRTimeline
MML INVESTORS SERVICES, LLC21,452$610K<0.01%-1,48513F-HRTimeline
RFG Advisory, LLC20,919$595K0.02%-8,75413F-HRTimeline
Cresset Asset Management, LLC20,394$585K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.20,164$576K0.01%-2,65713F-HRTimeline
AE Wealth Management LLC19,901$566K<0.01%-13,88413F-HRTimeline
HARBOUR INVESTMENTS, INC.19,414$552K0.02%-17013F-HRTimeline
Gladstone Institutional Advisory LLC19,334$549K0.03%+2813F-HRTimeline
Cypress Wealth Services, LLC19,239$547K0.11%013F-HRTimeline