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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$4.67M +$782K +13,825 +21%
HIP
302
Harrell Investment Partners
Texas
$4.67M +$559K +9,880 +14%
LFAS
303
Level Four Advisory Services
Texas
$4.58M +$70.8K +1,252 +2%
Nordea Investment Management
304
Nordea Investment Management
Sweden
$4.56M +$363K +6,417 +9%
LWP
305
LMG Wealth Partners
Louisiana
$4.54M +$197K +3,478 +5%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$4.5M +$164K +2,900 +4%
MA
307
Mutual Advisors
Nebraska
$4.48M -$80.3K -1,420 -2%
SWMG
308
Signature Wealth Management Group
Georgia
$4.44M +$49.5K +875 +1%
LCM
309
LVM Capital Management
Michigan
$4.36M -$37.5K -663 -0.9%
MNA
310
Manning & Napier Advisors
New York
$4.32M – – –
BCFS
311
Butensky & Cohen Financial Security
Florida
$4.22M +$241K +4,259 +6%
MWA
312
Meridian Wealth Advisors
Texas
$4.17M -$170K -3,013 -4%
DWM
313
Dakota Wealth Management
Florida
$4.15M -$106K -1,883 -3%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$4.09M +$95.8K +1,694 +2%
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$3.95M +$58.5K +1,034 +2%
BA
316
Baugh & Associates
Georgia
$3.93M -$255K -4,505 -6%
SIA
317
Sit Investment Associates
Minnesota
$3.92M -$43.5K -770 -1%
Focus Partners Wealth
318
Focus Partners Wealth
Massachusetts
$3.89M -$67.4K -1,192 -2%
BFG
319
Beacon Financial Group
Texas
$3.78M -$252K -4,461 -6%
Baird Financial Group
320
Baird Financial Group
Wisconsin
$3.78M +$19.9K +352 +0.5%
PAG
321
Private Advisor Group
New Jersey
$3.75M +$170K +3,015 +5%
SAM
322
Synergy Asset Management
Washington
$3.74M -$2.6M -46,039 -42%
VWM
323
Valley Wealth Managers
New Jersey
$3.73M +$34.9K +618 +1%
AI
324
Atria Investments
North Carolina
$3.73M +$445K +7,877 +14%
FFA
325
First Foundation Advisors
California
$3.69M -$169K -2,993 -4%