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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Profund Advisors
Maryland
$281K -$101K -2,222 -26%
AF
302
Allworth Financial
California
$279K -$1.14K -25 -0.4%
PWP
303
Principle Wealth Partners
Connecticut
$279K
AAS
304
Avantax Advisory Services
Texas
$274K +$15.3K +336 +6%
CCP
305
Carmel Capital Partners
California
$274K +$13.3K +293 +5%
II
306
Inspire Investing
Idaho
$273K +$46.5K +1,022 +20%
SCM
307
Schnieders Capital Management
California
$272K
VF
308
Virtu Financial
New York
$271K +$279K +6,134 New
SPA
309
Sherbrooke Park Advisers
New York
$265K +$273K +5,993 New
MIFH
310
Migdal Insurance & Financial Holdings
Israel
$263K +$205K +4,513 +290%
PA
311
PSI Advisors
Florida
$259K +$267K +5,867 New
Envestnet Asset Management
312
Envestnet Asset Management
Illinois
$249K -$16.3K -359 -6%
MLICM
313
Metropolitan Life Insurance Company (MetLife)
New York
$247K +$2.82K +62 +1%
MA
314
Montag & Associates
Georgia
$247K
SCM
315
Stevens Capital Management
Pennsylvania
$246K +$253K +5,566 New
HH
316
Hilltop Holdings
Texas
$246K
JMPWA
317
JP Morgan Private Wealth Advisors
California
$244K -$86.9K -1,909 -26%
CAM
318
Campion Asset Management
Virginia
$240K +$10.2K +225 +4%
BAG
319
Bridgewealth Advisory Group
California
$237K
DSC
320
Duncker Streett & Co
Missouri
$237K -$2.64K -58 -1%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$233K +$26K +572 +12%
US Bancorp
322
US Bancorp
Minnesota
$233K -$99.4K -2,183 -29%
FDS
323
Freedom Day Solutions
Texas
$231K -$29.8K -655 -11%
PFA
324
Peak Financial Advisors
Colorado
$230K +$37.7K +828 +19%
WANY
325
Wealthspire Advisors (New York)
New York
$230K -$36.8K -809 -13%