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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
401
Zions Bancorporation
Utah
$740K +$26.2K +373 +4%
QCIG
402
Quad-Cities Investment Group
Iowa
$738K -$7.22K -103 -1%
NA
403
NewEdge Advisors
Louisiana
$721K -$9.82K -140 -1%
ET
404
Equitable Trust
Tennessee
$707K -$150K -2,142 -18%
CSS
405
Cubist Systematic Strategies
Connecticut
$703K -$14.1M -201,679 -96%
HPC
406
Hobart Private Capital
North Carolina
$694K +$3.3K +47 +0.5%
LMAM
407
Legg Mason Asset Management
Japan
$694K +$114K +1,631 +21%
IAA
408
Independent Advisor Alliance
North Carolina
$687K -$708K -10,099 -52%
HMS
409
Hanseatic Management Services
New Mexico
$679K – – –
AL
410
Aspiriant LLC
California
$656K +$169K +2,407 +37%
SC
411
Scotia Capital
Ontario, Canada
$652K +$44.5K +634 +8%
IWM
412
IHT Wealth Management
Illinois
$641K +$87.9K +1,253 +17%
PG
413
Pendal Group
Australia
$636K – – –
CRWM
414
Castle Rock Wealth Management
California
$629K -$10.4K -149 -2%
EWA
415
EP Wealth Advisors
California
$617K +$184K +2,627 +46%
ECM
416
ExodusPoint Capital Management
New York
$615K +$580K +8,270 New
FSC
417
Full Sail Capital
Oklahoma
$608K -$16.1K -230 -3%
SWM
418
Stockman Wealth Management
Montana
$600K – – –
II
419
Inspire Investing
Idaho
$600K +$167K +2,375 +42%
MMPW
420
Mitchell McLeod Pugh & Williams
Alabama
$598K -$771 -11 -0.1%
OCG
421
Opus Capital Group
Ohio
$593K +$1.82K +26 +0.3%
GRP
422
Global Retirement Partners
California
$582K +$54.2K +773 +11%
CJA
423
C-J Advisory
California
$580K – – –
MFW
424
Mosaic Family Wealth
Missouri
$579K – – –
KRSITF
425
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$576K +$68.2K +973 +14%
15 16
17
18 19