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Disclosery

PDM PIEDMONT REALTY TRUST INC

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COM CL A (common), issuer CIK 1042776

244 managers (254 13F filers) reported a position in PDM shares at 2026-03-31, 112,122,552 shares in all. 29 filers opened a position and 27 filers sold out during the quarter.

Managers
244
13F filers
254
New
29
Added
70
Reduced
102
Sold out
27
Shares held by filers
112,122,552

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INCgroup of 7 filers holding19,232,481$126M+19,182,927Timeline
BlackRock, Inc.in group BlackRock, Inc.15,071,609$99M<0.01%+552,84413F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.7,427,057$48.8M0.08%+728,85513F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP5,305,333$34.9M<0.01%-84,58513F-HRTimelineGroup
WILSEY ASSET MANAGEMENT INC4,892,550$32.1M5.04%+651,64813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC4,101,889$26.9M0.78%+324,91713F-HRTimeline
LSV ASSET MANAGEMENT3,839,254$25.2M0.05%-26,70013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC3,502,063$23M0.03%+578,28713F-HRTimelineGroup
CENTERSQUARE INVESTMENT MANAGEMENT LLC3,479,473$22.9M0.24%+50,10913F-HRTimeline
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC3,232,528$21.2M<0.01%-14,98813F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,197,373$21M<0.01%-253,44813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…2,876,650$18.9M<0.01%-149,45713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,271,113$14.9M<0.01%-468,73013F-HR/ATimelineGroup
SYSTEMATIC FINANCIAL MANAGEMENT LP1,666,836$11M0.25%-9,30513F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,554,400$10.2M<0.01%-123,69013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP1,538,821$10.1M0.01%+1,001,09513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,482,200$9.74M<0.01%+57,36513F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …1,437,438$9.44M0.02%-53,07613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,389,463$9.03M<0.01%-375,73613F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding1,356,114$8.91M+949,573Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,302,010$8.55M<0.01%-108,82813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,291,717$8.49M0.04%-119,11713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,038,178$6.82M<0.01%-125,46713F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding807,726$5.31M-34,246Timeline
CBRE INVESTMENT MANAGEMENT LISTED REAL …762,121$5.01M0.07%-57,11713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/757,953$4.98M<0.01%-130,63513F-HRTimelineGroup
DC Investments Management, LLC744,654$4.89M1.87%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…686,590$4.51M<0.01%-18,24713F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management663,237$4.36M0.01%+7,47113F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding600,861$3.95M+3,800Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…550,013$3.61M0.21%new13F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…534,706$3.51M0.01%-19,53613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp475,748$3.13M<0.01%-16,95113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC474,943$3.12M<0.01%+474,20013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc464,311$3.05M<0.01%-58,34313F-HRTimelineGroup
Helix Partners Management LP439,787$2.89M1.84%-185,21313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC436,163$2.87M<0.01%-83,92213F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …393,532$2.59M<0.01%+98,37213F-HRTimelineGroup
VIRGINIA RETIREMENT SYSTEMS ET Al386,739$2.54M0.02%-1,30013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC381,656$2.51M0.04%+40,73113F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD332,246$2.18M0.01%-12,16513F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.328,417$2.16M<0.01%-5,93013F-HRTimelineGroup
Nepsis Inc.319,406$2.1M0.7%-9,87813F-HRTimeline
GW&K Investment Management, LLC302,261$1.99M0.02%-12,74813F-HRTimeline
Nuveen, LLCin group TIAA287,744$1.89M<0.01%+1,99113F-HRTimelineGroup
Swiss National Bank245,500$1.61M<0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.177,366$1.48M<0.01%+5,30013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC224,639$1.48M<0.01%+40,23213F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co212,923$1.4M<0.01%-1,66113F-HRTimelineGroup
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …206,300$1.36M0.04%-7,50513F-HRTimelineGroup
ExodusPoint Capital Management, LP201,838$1.33M0.01%new13F-HRTimeline
Fisher Asset Management, LLC196,868$1.29M<0.01%013F-HRTimeline
Asset Management One Co., Ltd.185,019$1.22M<0.01%+27413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/178,728$1.18M<0.01%+43,04313F-HRTimeline
RHUMBLINE ADVISERS178,031$1.17M<0.01%-4,63313F-HRTimeline
LPL Financial LLC173,772$1.14M<0.01%-3,10213F-HRTimeline
SG Americas Securities, LLC152,981$1M<0.01%-319,32913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.151,963$998K<0.01%+130,88113F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO150,780$991K<0.01%+48,11613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…148,555$976K<0.01%-28,66213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC147,740$971K<0.01%+5,69113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC147,132$967K<0.01%+8,85513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth140,402$941K<0.01%-12,63413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\140,541$923K<0.01%-9,77213F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …137,378$903K<0.01%-1,96613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC134,848$886K<0.01%+96,51113F-HRTimelineGroup
Swedbank ABin group Swedbank AB123,209$809K<0.01%-15,22813F-HRTimelineGroup
MARTINGALE ASSET MANAGEMENT L P122,585$805K0.02%+43,08213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…118,645$779K<0.01%-92613F-HRTimeline
Qube Research & Technologies Ltd106,940$703K<0.01%new13F-HRTimeline
Quantinno Capital Management LP106,661$701K<0.01%-2,86613F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…106,281$698K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.97,421$640K0.01%+12,79713F-HRTimeline
Cambria Investment Management, L.P.97,155$638K0.04%+19,58413F-HRTimeline
Orion Porfolio Solutions, LLC88,729$583K<0.01%-78713F-HRTimeline
Ilmarinen Mutual Pension Insurance Co86,000$565K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…80,289$527K<0.01%+6,89413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD78,235$514K<0.01%-46,66113F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC77,441$509K0.03%+21,58413F-HRTimelineGroup
Creative Planningin group Creative Planning76,271$501K<0.01%-16,68813F-HRTimelineGroup
STATE BOARD OF ADMINISTRATION OF FLORID…76,107$500K<0.01%013F-HRTimeline
Amundiin group Amundi74,381$489K<0.01%+8,20413F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC74,236$488K<0.01%+3,85613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…72,720$478K<0.01%+30913F-HRTimelineGroup
Engineers Gate Manager LP72,667$477K0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS71,186$468K<0.01%+38,36213F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.69,902$459K0.04%+68,65513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,844$452K<0.01%-5,63113F-HRTimeline
State of Alaska, Department of Revenue67,908$446K<0.01%+78013F-HRTimeline
Merit Financial Group, LLC67,438$443K<0.01%+14613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…67,249$442K<0.01%+3,53813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,306$429K<0.01%-92,78213F-HR/ATimelineGroup
Quantbot Technologies LP64,171$422K0.02%+52,88313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding60,879$400K-536Timeline
Ethic Inc.59,150$389K0.01%+10,83013F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…55,931$367K<0.01%+16,00513F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…56,293$366K<0.01%+4,46713F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson53,902$354K<0.01%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/51,730$340K<0.01%+26,06213F-HRTimelineGroup
Man Group plcin group Man Group plc51,659$339K<0.01%new13F-HRTimelineGroup
Graham Capital Management, L.P.51,160$336K0.01%+6,71813F-HRTimeline
NISA INVESTMENT ADVISORS, LLC49,225$323K<0.01%-64,25813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,178$323K<0.01%+37,46313F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.48,800$321K<0.01%+2,11713F-HRTimelineGroup
CHOREO, LLC48,201$317K<0.01%-35013F-HRTimeline
Presima Securities ULC45,142$297K0.17%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP44,759$294K<0.01%+4,23713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,090$289K<0.01%-2,12513F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc43,697$287K<0.01%-77613F-HRTimelineGroup
Modern Wealth Management, LLC42,002$272K<0.01%+3513F-HRTimeline
Cambridge Investment Research Advisors,…38,772$255K<0.01%-8,82413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,986$244K<0.01%-7,04613F-HRTimelineGroup
Geneos Wealth Management Inc.35,743$235K0.01%-4,47113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC35,185$231K<0.01%-37,37913F-HRTimeline
Cetera Investment Advisers35,064$230K<0.01%-1,90813F-HRTimeline
Police & Firemen's Retirement System of…34,321$225K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM34,246$225K<0.01%-50213F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …34,083$224K<0.01%-3,76813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC34,079$224K<0.01%-164,70513F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,907$223K<0.01%new13F-HRTimelineGroup
Polymer Capital Management (US) LLC33,522$220K0.03%new13F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND32,987$217K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,673$215K<0.01%+18,79513F-HRTimelineGroup
Metis Global Partners, LLC32,632$214K0.01%+4,57513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,498$207K<0.01%-6,07313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp31,122$204K<0.01%-2,85613F-HR/ATimelineGroup
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…30,866$203K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,128$198K<0.01%-19,37113F-HRTimelineGroup
W1M Asset Management Ltd29,560$194K<0.01%013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC29,408$193K<0.01%+1,91713F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC29,347$193K<0.01%-3,05513F-HRTimelineGroup
CWM, LLCin group CWM, LLC29,192$192K<0.01%-4,25713F-HRTimelineGroup
FMR LLCin group FMR LLC28,332$186K<0.01%+38513F-HRTimelineGroup
DekaBank Deutsche Girozentrale27,395$181K<0.01%013F-HRTimeline
KLP KAPITALFORVALTNING AS26,600$175K<0.01%013F-HRTimeline
BFSG, LLC25,811$170K0.02%+1,80113F-HRTimeline
HRT FINANCIAL LP25,558$167K<0.01%-115,85613F-HRTimeline
UniSuper Management Pty Ltd24,700$162K<0.01%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,550$161K<0.01%+1,06913F-HRTimelineGroup
Vestcor Inc24,518$161K<0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC23,417$154K<0.01%-40913F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP23,325$153K0.01%new13F-HRTimeline
Waverly Advisors, LLC23,217$153K<0.01%new13F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…22,562$148K<0.01%+6,03213F-HRTimelineGroup
STRS OHIO21,900$144K<0.01%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC21,030$138K<0.01%-80413F-HRTimelineGroup
IFM Investors Pty Ltd19,826$130K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,546$128K<0.01%-47513F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC19,134$126K0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC19,046$125K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC18,765$123K<0.01%+16113F-HR/ATimeline
Allianz Asset Management GmbHin group Allianz SE18,326$120K<0.01%-105,87513F-HRTimelineGroup
Schonfeld Strategic Advisors LLC18,298$120K<0.01%new13F-HRTimeline
ProShare Advisors LLC18,028$118K<0.01%-4,69713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC17,993$118K<0.01%-88713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC17,930$118K<0.01%+13313F-HRTimelineGroup
SIGNATUREFD, LLC17,189$113K<0.01%-71113F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN17,096$112K<0.01%+69213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS16,283$107K<0.01%+32113F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC15,980$105K0.02%+1,38113F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…15,871$104K<0.01%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,800$104K<0.01%013F-HRTimelineGroup
Jump Financial, LLCin group Jump Financial, LLC15,662$103K<0.01%new13F-HRTimelineGroup
Csenge Advisory Group15,026$98.7K<0.01%013F-HRTimeline
Greenland Capital Management LP15,000$98.5K0.02%-35,90013F-HRTimeline
Federation des caisses Desjardins du Qu…14,995$98.5K<0.01%+5,14113F-HRTimeline
IEQ CAPITAL, LLC14,981$98.4K<0.01%-58,73013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…14,129$92.8K0.01%+67613F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC14,040$92.2K<0.01%-46,98013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,566$89.1K<0.01%-2,11013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,097$86K<0.01%new13F-HRTimelineGroup
XPONANCE LLC12,795$84.1K<0.01%+1,49113F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC12,738$83.7K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…12,542$82.4K<0.01%-67213F-HRTimelineGroup
Arkadios Wealth Advisors12,378$81.3K<0.01%-19213F-HRTimeline
HANOVER ADVISORS INC12,366$81.2K0.03%-45013F-HRTimeline
Private Advisor Group, LLC12,316$80.9K<0.01%-18013F-HRTimeline
Oak Thistle LLC11,744$77.2K0.01%new13F-HRTimeline
Sherry Group, Inc.11,423$75K0.08%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,383$74.8K0.01%-2,30013F-HRTimeline
Andrews Advisory Associates, LLC11,320$74.4K0.04%-2,65613F-HRTimeline
Belvedere Trading LLC11,228$73.8K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC10,629$69.8K<0.01%new13F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…10,389$68.3K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,189$66.9K<0.01%+3,72513F-HRTimeline
Allworth Financial LP9,613$63.2K<0.01%-15313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …8,945$58.8K<0.01%+1,43313F-HRTimelineGroup
Farther Finance Advisors, LLC6,584$42.6K<0.01%-61013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,132$40.3K<0.01%+3,82813F-HRTimelineGroup
Pflug Koory, LLC4,676$30.7K0.01%013F-HRTimeline
Advisory Services Network, LLC4,177$27.4K<0.01%new13F-HRTimeline
Sterling Capital Management LLC4,120$27.1K<0.01%-3,04713F-HRTimeline
Parallel Advisors, LLC3,769$24.8K<0.01%013F-HR/ATimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.3,738$24.6K<0.01%new13F-HR/ATimelineGroup
Brookfield Corp /ON/in group Brookfield Corp /ON/3,465$22.8K<0.01%+1,22313F-HRTimelineGroup
GAMMA Investing LLC3,074$20.2K<0.01%-5913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,011$19.8K<0.01%+1,74113F-HRTimelineGroup
WFA of San Diego, LLC2,828$18.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,437$16K<0.01%-17113F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management2,372$15.6K<0.01%-1,94013F-HRTimelineGroup