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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
451
Geneva Advisors
Illinois
$255K -$15.2K -274 -5%
GRP
452
Global Retirement Partners
California
$255K +$157K +2,834 +147%
ITIM
453
Indiana Trust & Investment Management
Indiana
$252K – – –
CBB
454
Citizens Business Bank
California
$252K +$2.54K +46 +1%
SIM
455
Sonora Investment Management
Arizona
$251K +$22.8K +413 +10%
BRC
456
Bell Rock Capital
Delaware
$247K +$1.44K +26 +0.6%
SFM
457
Systematic Financial Management
New Jersey
$246K +$148K +2,683 +141%
FFA
458
First Foundation Advisors
California
$244K -$296K -5,353 -54%
AMIM
459
Aull & Monroe Investment Management
Alabama
$243K – – –
TCM
460
Tradewinds Capital Management
Washington
$240K +$196K +3,546 +375%
SI
461
SII Investments
Wisconsin
$239K -$333K -6,022 -57%
SYBT
462
Stock Yards Bank & Trust
Kentucky
$237K +$245K +4,432 New
RMDI
463
R.M. Davis Inc
Maine
$235K +$6.03K +109 +3%
FIM
464
Freedom Investment Management
Connecticut
$234K +$40.5K +732 +20%
AF
465
Allworth Financial
California
$231K – – –
SFS
466
Sowell Financial Services
Arkansas
$229K -$158K -2,848 -41%
KCM
467
Kempner Capital Management
Texas
$226K – – –
NFG
468
Next Financial Group
Texas
$224K +$22.4K +405 +11%
IRF
469
IBM Retirement Fund
New York
$224K +$59K +1,067 +34%
GIM
470
Goelzer Investment Management
Indiana
$223K -$3.15K -57 -1%
AFS
471
Access Financial Services
Minnesota
$219K -$28.8K -520 -11%
IG
472
ING Group
Netherlands
$219K +$227K +4,102 New
CFB
473
Cullen/Frost Bankers
Texas
$218K +$226K +4,078 New
CFA
474
Carroll Financial Associates
North Carolina
$217K -$5.86K -106 -3%
MSAM
475
Moloney Securities Asset Management
Missouri
$216K -$13.7K -248 -6%
17 18
19
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