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NNN REIT

Name Holding Trade Value Shares
Change
Change in
Stake
WW
501
Winnow Wealth
Texas
$1.24K +$1.27K +31 New
AFC
502
Ares Financial Consulting
California
$1.23K +$1.27K +31 New
CJ
503
Caitlin John
Michigan
$1.19K – – –
S
504
Sachetta
Massachusetts
$1.07K -$2.13K -52 -66%
CoreCap Advisors
505
CoreCap Advisors
Michigan
$1.04K -$2.62K -64 -71%
FIA
506
FNY Investment Advisers
New York
$1K +$1.44K +35 New
PWA
507
Physician Wealth Advisors
Utah
$991 -$5K -122 -83%
Blue Trust Inc
508
Blue Trust Inc
Georgia
$991 -$4.55K -111 -82%
CH
509
Cromwell Holdings
Wyoming
$991 – – –
SouthState Corp
510
SouthState Corp
Florida
$912 – – –
M
511
MOTCO
Texas
$713 – – –
MHIP
512
Mountain Hill Investment Partners
New Jersey
$524 – – –
AWA
513
Acumen Wealth Advisors
Tennessee
$516 +$533 +13 New
GSWM
514
Golden State Wealth Management
California
$515 – – –
CFO
515
CVA Family Office
Colorado
$515 +$41 +1 +8%
CFM
516
Cornerstone Financial Management
Massachusetts
$515 +$533 +13 New
FFO
517
Fortitude Family Office
Arizona
$476 – – –
DF
518
Dunhill Financial
United Kingdom
$427 +$451 +11 New
TC
519
Trust Company
Kansas
$357 +$369 +9 New
ACA
520
American Capital Advisory
Idaho
$238 – – –
PWA
521
Principia Wealth Advisory
Texas
$119 +$123 +3 New
MCM
522
MV Capital Management
Maryland
$80 – – –
HFS
523
Hughes Financial Services
Virginia
$40 -$4.63K -113 -99%
Centersquare Investment Management
524
Centersquare Investment Management
Pennsylvania
– -$60.5M -1,420,526 Closed
Qube Research & Technologies (QRT)
525
Qube Research & Technologies (QRT)
United Kingdom
– -$30.2M -710,256 Closed