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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
301
Focus Partners Advisor Solutions
Missouri
$290K +$31.4K +755 +13%
SCM
302
Stevens Capital Management
Pennsylvania
$289K +$281K +6,760 New
TC
303
TownSquare Capital
Utah
$286K +$278K +6,690 New
SIC
304
Samalin Investment Counsel
New York
$286K +$278K +6,688 New
MIM
305
Morningstar Investment Management
Illinois
$285K
IPW
306
Impact Partnership Wealth
Georgia
$282K +$269K +6,474 +5,395%
VCM
307
Virtue Capital Management
Tennessee
$279K +$283K +6,812 New
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$271K -$9.95K -239 -4%
PA
309
PSI Advisors
Florida
$262K +$3.5K +84 +1%
TI
310
Tidal Investments
Wisconsin
$257K +$251K +6,023 New
CCM
311
Coldstream Capital Management
Washington
$257K +$4.99K +120 +2%
PA
312
Profund Advisors
Maryland
$256K +$25.7K +618 +11%
LFAS
313
Level Four Advisory Services
Texas
$255K
Baird Financial Group
314
Baird Financial Group
Wisconsin
$254K -$39.2K -942 -14%
LCM
315
Landscape Capital Management
New Jersey
$250K -$531K -12,768 -69%
HNB
316
Huntington National Bank
Ohio
$248K
AWS
317
Atria Wealth Solutions
New York
$245K +$18.9K +454 +9%
MLICM
318
Metropolitan Life Insurance Company (MetLife)
New York
$241K +$2.04K +49 +0.9%
Marshall Wace
319
Marshall Wace
United Kingdom
$239K -$1.49M -35,899 -87%
MWM
320
Mission Wealth Management
California
$238K
CRWM
321
Castle Rock Wealth Management
California
$238K +$8.86K +213 +4%
PA
322
Parallel Advisors
California
$237K -$1.29K -31 -0.6%
PTC
323
Private Trust Company
Ohio
$234K -$43.8K -1,052 -16%
CAM
324
Campion Asset Management
Virginia
$233K
PIA
325
Pinion Investment Advisors
Kansas
$227K -$17.5K -420 -7%