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NNN REIT
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
376
Trust Company of Vermont
Vermont
$14K +$13.8K +300 New
JFA
377
JNBA Financial Advisors
Minnesota
$13K -$4.59K -100 -26%
JMF
378
Johnson Midwest Financial
Iowa
$13K +$46 +1 +0.4%
BWL
379
Bogart Wealth LLC
Virginia
$12K – – –
COCM
380
Charter Oak Capital Management
New Hampshire
$12K – – –
AWM
381
Accel Wealth Management
Iowa
$12K +$11.6K +253 New
SC
382
Stephens Consulting
Michigan
$11.5K +$11K +240 New
LFG
383
Larson Financial Group
Missouri
$11K +$10.3K +225 New
BHWM
384
Beaird Harris Wealth Management
Texas
$11K +$10.5K +228 New
ST
385
Smithfield Trust
Pennsylvania
$10K – – –
TIM
386
Tortoise Investment Management
New York
$10K +$9.13K +199 New
UCB
387
United Community Bank
South Carolina
$9.13K +$8.71K +190 New
MPWT
388
MassMutual Private Wealth & Trust
Connecticut
$9K +$4.59K +100 +105%
RPCONE
389
Retirement Planning Company of New England
Rhode Island
$9K +$9.17K +200 New
TWA
390
TCI Wealth Advisors
Arizona
$8K -$2.61K -57 -25%
ST
391
Sageworth Trust
Pennsylvania
$7K -$21.4K -466 -77%
AWM
392
AllSquare Wealth Management
New York
$7K – – –
GWSG
393
GPS Wealth Strategies Group
Colorado
$7K – – –
CFA
394
Carroll Financial Associates
North Carolina
$7K +$6.88K +150 +789%
RK
395
Rather & Kittrell
Tennessee
$7K +$7.38K +161 New
APC
396
Aspire Private Capital
North Carolina
$5K – – –
AW
397
Avion Wealth
Texas
$5K – – –
CFO
398
CVA Family Office
Colorado
$5K +$4.36K +95 New
SWA
399
Sutton Wealth Advisors
Florida
$4.86K +$734 +16 +19%
BWA
400
BDO Wealth Advisors
Florida
$4K – – –
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