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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
451
AllSquare Wealth Management
New York
$14.5K – – –
CHC
452
City Holding Co
West Virginia
$14.5K – – –
WWP
453
WR Wealth Planners
Missouri
$14.5K – – –
JFA
454
JNBA Financial Advisors
Minnesota
$13.5K – – –
PS
455
Planned Solutions
California
$12.4K +$11.8K +256 New
B
456
Birchbrook
Maine
$11.6K – – –
SC
457
Stephens Consulting
Michigan
$11.6K – – –
CPA
458
Capital Performance Advisors
California
$10.5K +$10K +217 New
HPC
459
HM Payson & Co
Maine
$10.4K -$16.9K -366 -63%
LIS
460
Legacy Investment Solutions
Idaho
$9.83K +$10.7K +232 New
LWMI
461
Legacy Wealth Management (Idaho)
Idaho
$9.83K +$10.7K +232 New
HGERS
462
Householder Group Estate & Retirement Specialist
Arizona
$9K – – –
PB
463
Pinnacle Bancorp
Nebraska
$8.68K – – –
LFA
464
LGT Financial Advisors
Texas
$8.63K – – –
M
465
MOTCO
Texas
$8.39K +$8K +173 New
PP
466
Pingora Partners
Wyoming
$7.52K -$7.17K -155 -50%
BCMLT
467
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.08K +$6.75K +146 New
CAS
468
Coppell Advisory Solutions
Texas
$6.26K – – –
AW
469
Avion Wealth
Texas
$6K – – –
Jones Financial Companies
470
Jones Financial Companies
Missouri
$5.44K +$5.23K +113 New
WTA
471
Washington Trust Advisors
Massachusetts
$5.33K +$1.34K +29 +36%
DIP
472
DT Investment Partners
Pennsylvania
$5.14K +$4.9K +106 New
MFT
473
Moisand Fitzgerald Tamayo
Florida
$5.09K -$8.97K -194 -65%
CIA
474
Cape Investment Advisory
Georgia
$4.85K – – –
APC
475
Aspire Private Capital
North Carolina
$4.61K – – –