We are live on ! Find out more
O icon

Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
376
William Blair & Company
Illinois
$972K +$48.8K +826 +5%
AAS
377
Avantax Advisory Services
Texas
$966K -$1.8M -30,527 -66%
LWAC
378
Laurel Wealth Advisors (California)
California
$957K -$17.4K -295 -2%
NL
379
NWAM LLC
Washington
$957K +$939K +15,889 New
X
380
Xponance
Pennsylvania
$954K +$79K +1,337 +9%
Financial Engines Advisors
381
Financial Engines Advisors
California
$942K +$17K +288 +2%
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$935K -$12.5K -212 -1%
TCA
383
Transcend Capital Advisors
New Jersey
$934K +$916K +15,497 New
OAM
384
Optimal Asset Management
California
$928K +$177 +3 +0%
FI
385
FormulaFolio Investments
Michigan
$926K +$112K +1,893 +14%
II
386
Inspire Investing
Idaho
$913K +$152K +2,580 +21%
JIC
387
Johnson Investment Counsel
Ohio
$911K -$369K -6,238 -29%
KNW
388
Kesler Norman & Wride
Utah
$909K +$892K +15,084 New
SCM
389
Schnieders Capital Management
California
$898K – – –
GEA
390
Glen Eagle Advisors
New Jersey
$886K +$709 +12 +0.1%
CCP
391
Corient Capital Partners
California
$884K +$59.1K +1,000 +7%
AWM
392
Aevitas Wealth Management
Massachusetts
$880K +$3.37K +57 +0.4%
MCM
393
Monument Capital Management
Virginia
$877K -$33K -558 -4%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$875K +$194K +3,280 +29%
EH
395
Equitable Holdings
New York
$871K +$15.7K +265 +2%
SSA
396
Schonfeld Strategic Advisors
New York
$850K +$510K +8,636 +158%
OAM
397
Oppenheimer Asset Management
New York
$832K -$11.8K -199 -1%
ACS
398
Archford Capital Strategies
Illinois
$826K -$8.63K -146 -1%
CAS
399
Coppell Advisory Solutions
Texas
$814K +$798K +13,506 New
TA
400
TFG Advisers
Michigan
$808K -$120K -2,022 -13%