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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
LC
401
Lindbrook Capital
California
$41.3K +$13.5K +305 +43%
RTC
402
Riverview Trust Company
Washington
$41.1K – – –
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$40.7K +$886 +20 +2%
QL
404
Quarry LP
New York
$40.6K +$25.9K +585 +143%
HWM
405
Horizons Wealth Management
North Carolina
$39.8K – – –
PFG
406
Putney Financial Group
California
$38.1K +$41.3K +932 New
FUBT
407
First United Bank & Trust
Maryland
$36.8K – – –
Optiver Holding
408
Optiver Holding
Netherlands
$33.3K -$16.1K -363 -31%
GM
409
GeoWealth Management
Illinois
$31.6K -$177 -4 -0.5%
Wilmington Savings Fund Society
410
Wilmington Savings Fund Society
Delaware
$31.1K – – –
VSQM
411
V-Square Quantitative Management
Illinois
$30.6K – – –
SSB
412
Sandy Spring Bank
Maryland
$25.5K – – –
UMB Bank
413
UMB Bank
Missouri
$25.3K +$1.02K +23 +4%
W
414
WealthCollab
Washington
$24.6K – – –
BC
415
Bayforest Capital
United Kingdom
$23.7K +$25.7K +580 New
MassMutual Private Wealth & Trust
416
MassMutual Private Wealth & Trust
Connecticut
$22.1K +$4.52K +102 +23%
SL
417
Salomon & Ludwin
Virginia
$21.9K – – –
WPWM
418
Western Pacific Wealth Management
Illinois
$20.6K – – –
BWM
419
Bullock Wealth Management
Indiana
$20.4K – – –
NSIM
420
North Star Investment Management
Illinois
$20.4K – – –
Bogart Wealth LLC
421
Bogart Wealth LLC
Virginia
$20.1K +$1.95K +44 +10%
CA
422
Continuum Advisory
Idaho
$19.9K -$103K -2,320 -83%
Barrow, Hanley, Mewhinney & Strauss
423
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.2K – – –
WAG
424
Wiser Advisor Group
Arizona
$18.9K – – –
TCTC Holdings
425
TCTC Holdings
Texas
$18.1K – – –