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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
RBA
401
Richard Bernstein Advisors
New York
$2.14M -$373K -6,270 -16%
NW
402
NewEdge Wealth
Pennsylvania
$2.14M -$3.63K -61 -0.2%
FBT
403
First Bank & Trust
South Dakota
$2.13M +$199K +3,345 +11%
HCPC
404
Hamilton Capital Partners (Canada)
$2.11M +$1.5M +25,231 +312%
OFS
405
OMC Financial Services
New York
$2.11M – – –
FTDI
406
First Trust Direct Indexing
Massachusetts
$2.1M +$150K +2,529 +8%
BMWM
407
Brown Miller Wealth Management
Virginia
$2.09M +$28.3K +475 +1%
IWM
408
IHT Wealth Management
Illinois
$2.04M +$130K +2,185 +7%
IFG
409
Independent Financial Group
California
$2.03M +$342K +5,745 +22%
UB
410
UMB Bank
Missouri
$2.03M -$444K -7,467 -19%
APC
411
Asset Planning Corporation
Tennessee
$2.03M +$6.07K +102 +0.3%
FDCDDQ
412
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M +$483K +8,110 +34%
IIA
413
ICW Investment Advisors
Arizona
$2.02M +$32.8K +551 +2%
WCBA
414
Weaver C. Barksdale & Associates
Tennessee
$2M -$71K -1,193 -4%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$2M +$37.6K +632 +2%
RIM
416
Redwood Investment Management
Arizona
$1.99M -$420K -7,059 -18%
FB
417
Fulton Bank
Pennsylvania
$1.99M +$153K +2,577 +9%
IC
418
IEQ Capital
California
$1.98M +$217K +3,645 +13%
SYBT
419
Stock Yards Bank & Trust
Kentucky
$1.98M -$324K -5,438 -15%
FFP
420
FourThought Financial Partners
Florida
$1.93M -$4.22K -71 -0.2%
SCM
421
Schnieders Capital Management
California
$1.92M +$69K +1,159 +4%
TYCC
422
Texas Yale Capital Corp
Florida
$1.92M -$19K -320 -1%
EH
423
Equitable Holdings
New York
$1.9M +$112K +1,890 +7%
CW
424
CreativeOne Wealth
Kansas
$1.87M +$735K +12,351 +72%
CRWM
425
Castle Rock Wealth Management
California
$1.87M +$45.3K +761 +3%
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17
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