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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
PAMP
301
Polar Asset Management Partners
Ontario, Canada
$245K +$267K +5,666 New
PWP
302
Principle Wealth Partners
Connecticut
$244K
MA
303
Montag & Associates
Georgia
$241K
CI
304
Cigna Investments
Connecticut
$231K -$4.7K -100 -2%
AAS
305
Avantax Advisory Services
Texas
$229K -$12.2K -260 -5%
RFN
306
RDA Financial Network
Iowa
$228K -$11.8K -250 -5%
II
307
Inspire Investing
Idaho
$228K +$248K +5,280 New
BCM
308
BTR Capital Management
California
$222K
CIM
309
Cambria Investment Management
California
$222K +$242K +5,136 New
PIA
310
Powell Investment Advisors
Florida
$219K +$235 +5 +0.1%
CCG
311
Ceeto Capital Group
Florida
$216K
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$214K +$5.55K +118 +2%
JMPWA
313
JP Morgan Private Wealth Advisors
California
$213K -$5.88K -125 -2%
IRF
314
IBM Retirement Fund
New York
$211K
MCWS
315
McKinley Carter Wealth Services
West Virginia
$204K -$18.5K -393 -8%
SFM
316
Systematic Financial Management
New Jersey
$200K -$1.18K -25 -0.5%
MFS
317
Mirabella Financial Services
United Kingdom
$200K +$218K +4,640 New
LIM
318
Longfellow Investment Management
Massachusetts
$186K
BU
319
BBVA USA
Alabama
$169K +$988 +21 +0.5%
SWM
320
Spire Wealth Management
Virginia
$151K +$10.6K +225 +7%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$144K
LS
322
Leelyn Smith
Illinois
$143K
CI
323
Clal Insurance
Israel
$142K -$49.9K -1,060 -24%
BAM
324
Belpointe Asset Management
Nevada
$139K +$15.9K +338 +12%
DekaBank Deutsche Girozentrale
325
DekaBank Deutsche Girozentrale
Germany
$136K -$26.1K -554 -15%