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Global Net Lease

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
MAI Capital Management
Ohio
$3.67K – – –
CPG
302
Cornerstone Planning Group
New Jersey
$3.09K – – –
SWIM
303
Smallwood Wealth Investment Management
New Jersey
$2.85K – – –
VFM
304
Vision Financial Markets
Connecticut
$2.29K +$53 +7 +3%
DAM
305
Delta Asset Management
Tennessee
$1.58K – – –
BIA
306
Bell Investment Advisors
California
$1.54K – – –
GRP
307
Global Retirement Partners
California
$1.54K – – –
CA
308
Clearstead Advisors
Ohio
$1.34K +$1.26K +165 New
RIL
309
Rothschild Investment LLC
Illinois
$1.3K -$3.55K -465 -74%
AIC
310
Archer Investment Corporation
Indiana
$1.26K +$1.18K +155 New
BFS
311
Bare Financial Services
Pennsylvania
$1.19K +$1.11K +146 New
PFBT
312
Parkside Financial Bank & Trust
Missouri
$985 -$1.18K -155 -56%
PWMG
313
Private Wealth Management Group
New Jersey
$838 – – –
CT
314
Clearstead Trust
Maine
$822 – – –
PB
315
Pinnacle Bancorp
Nebraska
$724 – – –
AGWCA
316
Annis Gardner Whiting Capital Advisors
Florida
$683 – – –
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$659 – – –
HIMS
318
Hager Investment Management Services
New Hampshire
$608 +$15 +2 +3%
AssetMark Inc
319
AssetMark Inc
California
$423 +$397 +52 New
HHGA
320
Halbert Hargrove Global Advisors
California
$391 +$366 +48 New
RWM
321
Raffa Wealth Management
District of Columbia
$374 – – –
PWA
322
Physician Wealth Advisors
Utah
$293 – – –
RWS
323
Retirement Wealth Solutions
Wisconsin
$147 +$137 +18 New
BTI
324
Blue Trust Inc
Georgia
$130 +$122 +16 New
BWL
325
Bogart Wealth LLC
Virginia
$33 – – –