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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
301
Morningstar Investment Management
Illinois
$240K
LNWWM
302
Laird Norton Wetherby Wealth Management
California
$238K -$3.65K -91 -1%
KI
303
Kapitalo Investimentos
Brazil
$237K -$375K -9,357 -58%
AAS
304
Avantax Advisory Services
Texas
$236K +$3.33K +83 +1%
HSA
305
HBK Sorce Advisory
Pennsylvania
$231K
PTC
306
Private Trust Company
Ohio
$230K
CCM
307
Coldstream Capital Management
Washington
$226K -$1.29M -32,278 -83%
JF
308
Jump Financial
Illinois
$212K -$402K -10,032 -63%
PA
309
PSI Advisors
Florida
$210K +$3.41K +85 +1%
HH
310
Hilltop Holdings
Texas
$209K +$3.81K +95 +2%
OIA
311
OneDigital Investment Advisors
Kansas
$206K -$42K -1,047 -15%
O
312
Ossiam
France
$203K +$14.8K +369 +7%
IPW
313
Impact Partnership Wealth
Georgia
$203K +$230K +5,745 New
ASN
314
Advisory Services Network
Georgia
$198K -$741K -18,485 -77%
MLICM
315
Metropolitan Life Insurance Company (MetLife)
New York
$198K +$1.56K +39 +0.7%
HNB
316
Huntington National Bank
Ohio
$193K
SAM
317
Shell Asset Management
Netherlands
$189K +$36.7K +916 +21%
GI
318
Gradient Investments
Minnesota
$185K +$2.65K +66 +1%
US Bancorp
319
US Bancorp
Minnesota
$184K +$601 +15 +0.3%
DSC
320
Duncker Streett & Co
Missouri
$179K
S
321
SignatureFD
Georgia
$156K +$87.5K +2,182 +98%
BBHC
322
Brown Brothers Harriman & Co
New York
$155K -$249K -6,220 -59%
Carson Wealth (CWM LLC)
323
Carson Wealth (CWM LLC)
Nebraska
$155K +$83.6K +2,086 +90%
QCG
324
Quadrant Capital Group
Ohio
$154K +$46.2K +1,153 +36%
MA
325
Montag & Associates
Georgia
$128K -$79.1K -1,974 -35%