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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
426
Sagespring Wealth Partners
Tennessee
$2.34M +$178K +3,047 +9%
BMWM
427
Brown Miller Wealth Management
Virginia
$2.33M +$85.9K +1,474 +4%
DWM
428
Diversify Wealth Management
Utah
$2.32M +$2.33M +39,928 New
BMCM
429
Burns Matteson Capital Management
New York
$2.29M -$67.8K -1,163 -3%
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$310K +5,318 +16%
GM
431
GeoWealth Management
Illinois
$2.29M +$36.3K +623 +2%
API
432
Asset Planning Inc
California
$2.27M -$14.3K -246 -0.7%
CTA
433
Colonial Trust Advisors
South Carolina
$2.26M -$23.5K -403 -1%
MFG
434
Merit Financial Group
Georgia
$2.26M +$35K +601 +2%
ALMGDA
435
AG2R La Mondiale Gestion d'Actifs
France
$2.24M – – –
IP
436
Ignite Planners
California
$2.23M +$2.04K +35 +0.1%
VU
437
Vanderbilt University
Tennessee
$2.19M +$253K +4,343 +14%
CT
438
Clearstead Trust
Maine
$2.19M +$1.96M +33,618 +1,398%
ITC
439
Inspire Trust Company
Nevada
$2.19M +$291K +5,000 +16%
SNBOSCI
440
Security National Bank of Sioux City Iowa
Iowa
$2.18M +$5.24K +90 +0.3%
BCI
441
Brinker Capital Investments
Pennsylvania
$2.17M +$600K +10,305 +41%
WA
442
Waverly Advisors
Alabama
$2.17M +$101K +1,730 +5%
MIM
443
Morningstar Investment Management
Illinois
$2.16M +$2.07M +35,459 New
IIA
444
ICW Investment Advisors
Arizona
$2.14M +$106K +1,824 +5%
CL
445
Choreo LLC
Illinois
$2.12M +$381K +6,532 +23%
FB
446
Fulton Bank
Pennsylvania
$2.12M -$55.6K -954 -3%
CGH
447
Crossmark Global Holdings
Texas
$2.12M +$2.16K +37 +0.1%
GIA
448
Gladstone Institutional Advisory
Florida
$2.1M +$125K +2,152 +7%
HPG
449
Harvest Portfolios Group
Ontario, Canada
$2.09M +$49.1K +843 +3%
MAM
450
Mystic Asset Management
Rhode Island
$2.06M +$57K +978 +3%
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