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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
501
Loomis, Sayles & Company
Massachusetts
$32.6K – – –
CWIG
502
Chung Wu Investment Group
Texas
$32.6K – – –
IAIM
503
International Assets Investment Management
Florida
$32.2K +$4.06K +91 +15%
W
504
WealthCollab
Washington
$30.4K -$1.29K -29 -4%
CT
505
Clearstead Trust
Maine
$27.2K +$20.7K +464 +383%
HBW
506
Hazlett, Burt & Watson
West Virginia
$27K -$10K -225 -28%
PB
507
Prosperity Bancshares
Texas
$26.3K +$1.07K +24 +4%
KCM
508
Key Capital Management
Tennessee
$26.1K -$670 -15 -3%
CT
509
Caldwell Trust
Florida
$25.7K – – –
PFBT
510
Parkside Financial Bank & Trust
Missouri
$25.6K +$15K +335 +156%
NSIM
511
North Star Investment Management
Illinois
$24.3K +$982 +22 +4%
WIM
512
Westside Investment Management
California
$23.9K – – –
BWM
513
Bullock Wealth Management
Indiana
$23.3K – – –
BWL
514
Bogart Wealth LLC
Virginia
$23.2K +$2.23K +50 +11%
C
515
Covestor
United Kingdom
$23K -$13.6K -305 -39%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$22.8K -$759 -17 -3%
WAG
517
Wiser Advisor Group
Arizona
$21.5K – – –
JFGIW
518
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.9K – – –
APFP
519
Action Point Financial Planning
Michigan
$20.9K +$20.2K +452 New
T
520
Tidemark
California
$19.8K +$268 +6 +1%
IFWM
521
Institute for Wealth Management
Colorado
$19.1K +$18.4K +411 New
RWM
522
Rialto Wealth Management
New York
$17.7K – – –
AF
523
Advisornet Financial
Minnesota
$17K +$45 +1 +0.3%
WAU
524
Wellington-Altus USA
Manitoba, Canada
$16.9K – – –
MIFH
525
Migdal Insurance & Financial Holdings
Israel
$16.7K +$16K +359 New