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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
Bridgewater Associates
Connecticut
$742K +$743K +18,734 New
RJT
252
Raymond James Trust
Florida
$741K +$108K +2,731 +17%
Creative Planning
253
Creative Planning
Kansas
$731K +$2.58K +65 +0.4%
Truist Financial
254
Truist Financial
North Carolina
$713K +$94.1K +2,371 +15%
MC
255
Moors & Cabot
Massachusetts
$699K +$700K +17,647 New
PTC
256
Private Trust Company
Ohio
$695K +$598K +15,064 +604%
HIMCH
257
Hartford Investment Management Co (HIMCO)
Connecticut
$694K -$47.1K -1,187 -6%
CAM
258
Capstone Asset Management
Texas
$689K -$132K -3,333 -16%
CTA
259
Colonial Trust Advisors
South Carolina
$682K -$498K -12,563 -42%
Millennium Management
260
Millennium Management
New York
$680K +$682K +17,184 New
CTA
261
Chesley Taft & Associates
Illinois
$669K +$8.17K +206 +1%
CWP
262
Capital Wealth Planning
Florida
$658K +$660K +16,634 New
SSWM
263
Sheets Smith Wealth Management
North Carolina
$644K +$60.5K +1,524 +10%
BFG
264
Beacon Financial Group
Texas
$630K -$5.95M -149,923 -90%
APFBOT
265
Amica Pension Fund Board of Trustees
Rhode Island
$630K
JG
266
Jefferies Group
New York
$626K -$379K -9,563 -38%
Kayne Anderson Rudnick Investment Management
267
Kayne Anderson Rudnick Investment Management
California
$623K +$222K +5,588 +55%
Zurich Cantonal Bank
268
Zurich Cantonal Bank
Switzerland
$620K +$125K +3,161 +25%
AMI
269
Amica Mutual Insurance
Rhode Island
$610K
RJFSA
270
Raymond James Financial Services Advisors
Florida
$588K -$36.5K -920 -6%
First Manhattan
271
First Manhattan
New York
$587K
TCM
272
Texan Capital Management
Texas
$587K
Jones Financial Companies
273
Jones Financial Companies
Missouri
$562K -$852K -21,470 -60%
RIA
274
Regal Investment Advisors
Michigan
$548K -$25K -629 -4%
BCMO
275
Buckingham Capital Management (Ohio)
Ohio
$547K -$740K -18,665 -57%