Vault-13

CTO RLTY GROWTH INC NEW CTO

COM · REIT · CUSIP 22948Q101

172 institutional holders -10 vs Q1 2025
20,339,98620.3m shares reported held*
$351.0mreported value*
15 new 59 added 67 reduced 24 sold out net sold ≈ $22.9m (-1.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $17.26. Options: 4 managers hold calls ($919.0k notional), 6 hold puts ($2.2m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 128Q4 22: 152Q1 23: 136Q2 23: 132Q3 23: 132Q4 23: 136Q1 24: 138Q2 24: 141Q3 24: 182Q4 24: 186Q1 25: 182Q2 25: 172172Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022128
Q4 2022152
Q1 2023136
Q2 2023132
Q3 2023132
Q4 2023136
Q1 2024138
Q2 2024141
Q3 2024182
Q4 2024186
Q1 2025182
Q2 2025172

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 23: 56 bought or addedQ3 23: 55 cut or sold outQ4 23: 61 bought or addedQ4 23: 55 cut or sold outQ4 23Q1 24: 66 bought or addedQ1 24: 59 cut or sold outQ2 24: 66 bought or addedQ2 24: 55 cut or sold outQ2 24Q3 24: 111 bought or addedQ3 24: 42 cut or sold outQ4 24: 109 bought or addedQ4 24: 59 cut or sold outQ4 24Q1 25: 78 bought or addedQ1 25: 88 cut or sold outQ2 25: 74 bought or addedQ2 25: 91 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235655
Q4 20236155
Q1 20246659
Q2 20246655
Q3 202411142
Q4 202410959
Q1 20257888
Q2 20257491

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 24 calls: $842.1kQ3 24 puts: $1.4mQ3 24P/C 1.67Q4 24 calls: $884.2kQ4 24 puts: $768.2kQ4 24P/C 0.87Q1 25 calls: $917.2kQ1 25 puts: $828.3kQ1 25P/C 0.90Q2 25 calls: $919.0kQ2 25 puts: $2.2mQ2 25P/C 2.35
Numbers
QuarterCallsPutsP/C
Q3 2024$842.1k$1.4m1.67
Q4 2024$884.2k$768.2k0.87
Q1 2025$917.2k$828.3k0.90
Q2 2025$919.0k$2.2m2.35

Biggest buyers

Cutler Capital Management, LLC Added +450,162+450.2k
VANGUARD GROUP INC Added +194,383+194.4k
RENAISSANCE TECHNOLOGIES LLC Added +78,101+78.1k
Crossingbridge Advisors, LLC Added +65,390+65.4k
JPMORGAN CHASE & CO Added +63,926+63.9k
LOS ANGELES CAPITAL MANAGEMENT LLC Added +63,481+63.5k
MORGAN STANLEY Added +53,111+53.1k
TUDOR INVESTMENT CORP ET AL New +52,056+52.1k
LAZARD ASSET MANAGEMENT LLC New +50,369+50.4k
Man Group plc Added +43,027+43.0k

Biggest sellers

CITADEL ADVISORS LLC Reduced -615,786-615.8k
UBS Group AG Reduced -361,992-362.0k
BNP PARIBAS FINANCIAL MARKETS Reduced -148,256-148.3k
STRS OHIO Reduced -142,700-142.7k
Schonfeld Strategic Advisors LLC Sold out -107,800-107.8k
Heitman Real Estate Securities LLC Reduced -103,353-103.4k
BlackRock, Inc. Reduced -84,689-84.7k
Ancora Advisors LLC Reduced -77,943-77.9k
DEPRINCE RACE & ZOLLO INC Reduced -77,208-77.2k
Russell Investments Group, Ltd. Reduced -75,632-75.6k

Biggest calls

CITADEL ADVISORS LLC Added $514.3k29.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $386.6k22.4k shares
SIMPLEX TRADING, LLC New $18.0k1.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

Aristides Capital LLC New $897.5k52.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $723.2k41.9k shares
CITADEL ADVISORS LLC Added $405.6k23.5k shares
SIMPLEX TRADING, LLC Added $110.0k6.4k shares
GROUP ONE TRADING LLC Added $24.2k1.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -4.7 pts · filed 2025-04-17 8.0% -4.7 pts 2.5m≈ $54.6m 2025-04-17
DYNASTY INVEST LTD. 13G · passive investor filed 2026-09-10 5.1% 1.9m 2026-09-10

Fell to 5% or below in the last year: VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q2 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
404Q3 23: 1 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 1 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 4 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20231$144.3k0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—1$116.0k—
Q4 20240—1$610.7k—
Q1 20250—0——
Q2 20254$133.0k0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-06-26 Albright John P PRESIDENT & CEO, director Bought 3,800 $17.05 $64.8k3.8k shares +1%
2025-06-26 Brokaw George R Director Bought 2,000 $16.94 $33.9k2.0k shares +2%
2025-06-26 Mays Philip SVP, CFO & Treasurer Bought 1,000 $17.29 $17.3k1.0k shares +8%
2025-06-26 Smith Daniel Earl SVP, GEN COUNSEL & CORP SECRET Bought 1,000 $17.00 $17.0k1.0k shares +0%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 3,036,6773.0m $52.4m $52.4m 0.00% Added +194.4k +194,383
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,792,3532.8m $48.2m $48.2m 0.00% Reduced -84.7k -84,689
3 Heitman Real Estate Securities LLC 0.95% of their portfolio Chicago, IL 779,233779.2k $13.4m $13.4m 0.95% Reduced -103.4k -103,353
4 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 769,177769.2k $13.3m $13.3m 0.00% Added +40.7k +40,694
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 655,381655.4k $11.3m $11.3m 0.00% Added +23.3k +23,337
6 Cutler Capital Management, LLC 3.86% of their portfolio WORCESTER, MA 642,054642.1k $11.1m $11.1m 3.86% Added +450.2k +450,162
7 GRACE & WHITE INC /NY 1.86% of their portfolio NY, NY 589,371589.4k $10.2m $10.2m 1.86% Added +7.7k +7,700
8 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 551,152551.2k $9.5m $9.5m 0.02% Reduced -27.8k -27,765
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 551,065551.1k $9.5m $9.5m 0.00% Added +53.1k +53,111
10 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 522,721522.7k $9.0m $9.0m 0.00% Added +17.3k +17,334
11 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 461,054461.1k $8.0m $8.0m 0.01% Reduced -75.6k -75,632
12 APG Asset Management US Inc. 0.06% of their portfolio New York, NY 460,001460.0k $8.1m $8.1m 0.06% Unchanged
13 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 407,801407.8k $7.0m $7.0m 0.01% Reduced -62.3k -62,300
14 Miller Value Partners, LLC 2.92% of their portfolio SARASOTA, FL 399,145399.1k $6.9m $6.9m 2.92% Added +15.2k +15,245
15 INGALLS & SNYDER LLC 0.24% of their portfolio NEW YORK, NY 394,312394.3k $6.8m $6.8m 0.24% Added +20.8k +20,774
16 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 382,759382.8k $6.6m $6.6m 0.00% Added +31.8k +31,781
17 Leeward Investments, LLC - MA 0.35% of their portfolio BOSTON, MA 377,137377.1k $6.5m $6.5m 0.35% Reduced -17.7k -17,656
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 371,186371.2k $6.4m $6.4m 0.00% Added +32.0k +32,034
19 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio CAUSEWAY BAY, K3 319,234319.2k $5.5m $5.5m 0.01% Reduced -1.7k -1,665
20 KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio ST LOUIS, MO 281,953282.0k $4.9m $4.9m 0.12% Reduced -11.5k -11,464
21 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 265,763265.8k $4.6m $4.6m 0.00% Added +4.8k +4,831
22 PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 0.99% of their portfolio LEAWOOD, KS 256,460256.5k $4.4m $4.4m 0.99% Added +21.6k +21,625
23 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 245,648245.6k $4.2m $4.2m 0.01% Reduced -58.2k -58,239
24 State of New Jersey Common Pension Fund D 0.02% of their portfolio TRENTON, NJ 244,068244.1k $4.2m $4.2m 0.02% Added +9.0k +9,000
25 Truvestments Capital LLC 0.79% of their portfolio SARASOTA, FL 227,930227.9k $3.9m $3.9m 0.79% Reduced -2.1k -2,115
26 DEPRINCE RACE & ZOLLO INC 0.08% of their portfolio Winter Park, FL 225,202225.2k $3.9m $3.9m 0.08% Reduced -77.2k -77,208
27 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 218,950218.9k $3.8m $3.8m 0.00% Added +29.4k +29,428
28 Boston Partners 0.00% of their portfolio BOSTON, MA 216,303216.3k $3.7m $3.7m 0.00% Reduced -2.1k -2,133
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 178,584178.6k $3.1m $3.1m 0.00% Reduced -362.0k -361,992
30 Ancora Advisors LLC 0.06% of their portfolio Cleveland, OH 176,770176.8k $3.1m $3.1m 0.06% Reduced -77.9k -77,943
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 163,158163.2k $2.8m $2.8m 0.00% Added +63.9k +63,926
32 LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio LOS ANGELES, CA 150,590150.6k $2.6m $2.6m 0.01% Added +63.5k +63,481
33 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 146,801146.8k $2.5m $2.5m 0.00% Added +1.0k +1,023
34 Man Group plc 0.01% of their portfolio LONDON, X0 146,559146.6k $2.5m $2.5m 0.01% Added +43.0k +43,027
35 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 143,744143.7k $2.5m $2.5m 0.00% Added +78.1k +78,101
36 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.03% of their portfolio New York, NY 143,346143.3k $2.5m $2.5m 0.03% Added +5.8k +5,829
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 126,780126.8k $2.2m $2.2m 0.00% Added +11.4k +11,420
38 EXCHANGE TRADED CONCEPTS, LLC 0.03% of their portfolio Oklahoma City, OK 124,029124.0k $2.1m $2.1m 0.03% Reduced -2.0k -2,006
39 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 114,691114.7k $2.0m $2.0m 0.00% Reduced -1.5k -1,484
40 GLOBEFLEX CAPITAL L P 0.16% of their portfolio SAN DIEGO, CA 110,982111.0k $1.9m $1.9m 0.16% Unchanged
41 Crossingbridge Advisors, LLC 1.47% of their portfolio PLEASANTVILLE, NY 105,390105.4k $1.7m $1.7m 1.47% Added +65.4k +65,390
42 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 76,42476.4k $1.3m $1.3m 0.00% Added +4.9k +4,882
43 LDR Capital Management LLC 1.53% of their portfolio New York, NY 68,60068.6k $1.2m $1.2m 1.53% Added +3.5k +3,484
44 AXA S.A. 0.00% of their portfolio PARIS, I0 63,87763.9k $1.1m $1.1m 0.00% Unchanged
45 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 62,84962.8k $1.1m $1.1m 0.00% Reduced -74.2k -74,176
46 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 59,18459.2k $1.0m $1.0m 0.01% Added +14.6k +14,603
47 Penserra Capital Management LLC 0.01% of their portfolio ORINDA, CA 57,49957.5k $992.0k $992.0k 0.01% Added +1.1k +1,063
48 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 55,81655.8k $963.4k $963.4k 0.00% Added +5.2k +5,167
49 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 53,99054.0k $931.9k $931.9k 0.00% Reduced -4.2k -4,157
50 NAPLES GLOBAL ADVISORS, LLC 0.08% of their portfolio NAPLES, FL 52,71652.7k $909.9k $909.9k 0.08% Reduced -1.2k -1,225
51 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 52,05652.1k $898.5k $898.5k 0.01% New
52 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 50,36950.4k $869.0k $869.0k 0.00% New
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 46,71646.7k $806.0k $806.0k 0.00% Added +27.3k +27,291
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 43,26343.3k $746.7k $746.7k 0.00% Added +4.3k +4,300
55 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,68742.7k $736.8k $736.8k 0.00% Added +7.0k +7,004
56 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 41,19241.2k $711.0k $711.0k 0.00% Added +2.1k +2,135
57 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 40,93240.9k $706.5k $706.5k 0.00% Reduced -615.8k -615,786
58 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 39,81539.8k $687.2k $687.2k 0.00% Reduced -148.3k -148,256
59 GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio GREENWICH, CT 38,91938.9k $671.7k $671.7k 0.01% Added +100 +100
60 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 37,90037.9k $654.2k $654.2k 0.00% Added +1.9k +1,900
61 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 37,45537.5k $646.5k $646.5k 0.00% Reduced -28.3k -28,303
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 37,12537.1k $640.8k $640.8k 0.00% Added +1.8k +1,784
63 Verition Fund Management LLC 0.00% of their portfolio GREENWICH, CT 32,59732.6k $562.6k $562.6k 0.00% Reduced -2.5k -2,525
64 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 31,75531.8k $548.1k $548.1k 0.00% Unchanged
65 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 30,80630.8k $531.7k $531.7k 0.00% Added +458 +458
66 Worth Venture Partners, LLC 0.74% of their portfolio FORT LEE, NJ 28,00228.0k $483.3k $483.3k 0.74% Added +1.2k +1,200
67 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 27,37227.4k $472.4k $472.4k 0.00% Added +2.8k +2,761
68 Quantbot Technologies LP 0.01% of their portfolio NEW YORK, NY 26,40826.4k $455.8k $455.8k 0.01% Reduced -22.6k -22,619
69 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 26,35826.4k $454.9k $454.9k 0.00% Unchanged
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 25,32425.3k $437.1k $437.1k 0.00% Reduced -63.3k -63,324
71 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,66924.7k $425.8k $425.8k 0.00% Reduced -443 -443
72 ZWJ INVESTMENT COUNSEL INC 0.02% of their portfolio Atlanta, GA 24,65724.7k $425.6k $425.6k 0.02% Unchanged
73 Nebula Research & Development LLC 0.04% of their portfolio New York, NY 24,44924.4k $422.0k $422.0k 0.04% Added +14.4k +14,424
74 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 22,98723.0k $396.8k $396.8k 0.00% Added +5.9k +5,939
75 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 22,70022.7k $392.0k $392.0k 0.00% Reduced -23.8k -23,800
76 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 22,62622.6k $390.5k $390.5k 0.00% Reduced -58.5k -58,516
77 MARTINGALE ASSET MANAGEMENT L P 0.01% of their portfolio BOSTON, MA 22,59022.6k $389.9k $389.9k 0.01% Reduced -4.9k -4,900
78 Polymer Capital Management (US) LLC 0.06% of their portfolio NEW YORK, NY 22,48622.5k $388.1k $388.1k 0.06% Reduced -3.2k -3,215
79 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 22,12322.1k $382.0k $382.0k 0.00% Reduced -467 -467
80 GUGGENHEIM CAPITAL LLC 0.00% of their portfolio CHICAGO, IL 21,67321.7k $374.1k $374.1k 0.00% Reduced -158 -158
81 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 20,71120.7k $357.5k $357.5k 0.00% New
82 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 18,63418.6k $321.6k $321.6k 0.00% Reduced -1.1k -1,077
83 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 18,62418.6k $321.5k $321.5k 0.00% Added +576 +576
84 Triumph Capital Management 0.09% of their portfolio DENVER, CO 17,01617.0k $293.7k $293.7k 0.09% Added +1.4k +1,388
85 Mraz, Amerine & Associates, Inc. 0.05% of their portfolio Modesto, CA 16,39716.4k $283.0k $283.0k 0.05% Reduced -3.1k -3,052
86 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 15,20015.2k $262.4k $262.4k 0.00% Unchanged
87 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 15,02715.0k $259.4k $259.4k 0.00% Reduced -74.3k -74,259
88 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 14,70414.7k $253.0k $253.0k 0.00% Added +885 +885
89 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 14,50314.5k $250.0k $250.0k 0.00% Added +4.2k +4,213
90 ALPS ADVISORS INC 0.00% of their portfolio Denver, CO 14,18314.2k $244.8k $244.8k 0.00% Reduced -290 -290
91 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,16314.2k $244.5k $244.5k 0.00% Reduced -9.4k -9,411
92 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 14,10314.1k $243.4k $243.4k 0.00% New
93 Sage Investment Counsel LLC 0.27% of their portfolio Franklin, TN 13,70013.7k $236.5k $236.5k 0.27% Reduced -2.3k -2,341
94 Values Added Financial LLC 0.11% of their portfolio WASHINGTON, DC 13,45013.4k $232.1k $232.1k 0.11% Unchanged
95 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 12,67412.7k $218.8k $218.8k 0.00% New
96 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 12,40412.4k $214.2k $214.2k 0.00% New
97 Somerset Trust Co 0.07% of their portfolio SOMERSET, PA 12,31212.3k $212.5k $212.5k 0.07% Added +1.5k +1,544
98 FIRST FOUNDATION ADVISORS 0.01% of their portfolio Irvine, CA 12,00012.0k $207.1k $207.1k 0.01% Reduced -375 -375
99 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,84011.8k $209.4k $209.4k 0.00% Reduced -1.7k -1,727
100 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 11,58311.6k $199.9k $199.9k 0.00% Reduced -1.9k -1,927