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NNN REIT
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
551
Physician Wealth Advisors
Utah
$7.63K -$2.32K -52 -24%
OCWP
552
Owl Creek Wealth Partners
Colorado
$6.98K +$893 +20 +15%
CWA
553
Carolina Wealth Advisors
South Carolina
$5.58K – – –
JWM
554
JPL Wealth Management
Colorado
$5.58K +$714 +16 +15%
SGFG
555
Silver Grove Financial Group
New York
$5.54K +$5.31K +119 New
AA
556
Ancora Advisors
Ohio
$5.44K -$76.9K -1,723 -94%
SWM
557
SHP Wealth Management
Massachusetts
$5.4K +$5.18K +116 New
CAL
558
Capital Analysts LLC
Pennsylvania
$5K – – –
TCM
559
Triumph Capital Management
Colorado
$4.65K -$6.7K -150 -60%
CIA
560
Cape Investment Advisory
Georgia
$4.65K +$4.46K +100 New
BIA
561
Bell Investment Advisors
California
$4.61K – – –
MFT
562
Moisand Fitzgerald Tamayo
Florida
$4.05K – – –
MCA
563
McGuire Capital Advisors
Oklahoma
$4K – – –
AW
564
Avion Wealth
Texas
$4K +$536 +12 +15%
CWP
565
Concord Wealth Partners
Virginia
$3.91K +$3.75K +84 New
CA
566
Continuum Advisory
Idaho
$3.63K +$3.48K +78 New
SWP
567
Strategic Wealth Partners
Ohio
$3.44K – – –
WCM
568
Westend Capital Management
California
$3.24K +$3.13K +70 New
CFM
569
Cornerstone Financial Management
Massachusetts
$3.21K +$2.01K +45 +188%
BBHC
570
Brown Brothers Harriman & Co
New York
$3.07K – – –
PWMG
571
Prestige Wealth Management Group
New Jersey
$2.98K – – –
RF
572
Rossby Financial
Florida
$2.98K +$357 +8 +14%
FNWA
573
Financial Network Wealth Advisors
Utah
$2.51K – – –
CH
574
Cromwell Holdings
Wyoming
$2.19K +$982 +22 +88%
WTA
575
Washington Trust Advisors
Massachusetts
$2.1K +$313 +7 +18%
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