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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
401
First United Bank & Trust
Maryland
$38.9K
GM
402
GeoWealth Management
Illinois
$35.6K +$34.2K +824 New
WSFS
403
Wilmington Savings Fund Society
Delaware
$32.9K
VSQM
404
V-Square Quantitative Management
Illinois
$32.3K
Loomis, Sayles & Company
405
Loomis, Sayles & Company
Massachusetts
$31.8K
TWD
406
True Wealth Design
Ohio
$31.3K +$24.5K +591 +444%
CWIG
407
Chung Wu Investment Group
Texas
$30.2K +$29.1K +700 New
SAM
408
Smartleaf Asset Management
Massachusetts
$27.2K -$19.7K -474 -43%
AUB
409
Atlantic Union Bankshares
Virginia
$27K +$26K +625 New
W
410
WealthCollab
Washington
$26K -$2.08K -50 -8%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$25.8K +$1.04K +25 +4%
BC
412
Bayforest Capital
United Kingdom
$24.3K -$191K -4,597 -89%
CT
413
Caldwell Trust
Florida
$23.8K -$5.03K -121 -18%
SL
414
Salomon & Ludwin
Virginia
$23.4K
WPWM
415
Western Pacific Wealth Management
Illinois
$21.8K
NSIM
416
North Star Investment Management
Illinois
$21.6K
BWL
417
Bogart Wealth LLC
Virginia
$20.3K +$831 +20 +4%
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19.4K -$24.1K -580 -56%
TH
419
TCTC Holdings
Texas
$19.2K
T
420
Tidemark
California
$17.3K +$208 +5 +1%
RWM
421
Rialto Wealth Management
New York
$16.8K +$2.49K +60 +18%
GWM
422
Geneos Wealth Management
Colorado
$16.8K -$45.7K -1,100 -74%
BTI
423
Blue Trust Inc
Georgia
$16K +$15.4K +371 New
RIL
424
Rothschild Investment LLC
Illinois
$15.8K -$208 -5 -1%
AF
425
Advisornet Financial
Minnesota
$15.8K +$42 +1 +0.3%