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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
HH
451
Hilltop Holdings
Texas
$461K -$22.8K -344 -5%
AIS
452
American Investment Services
Massachusetts
$459K
AL
453
Aspiriant LLC
California
$458K -$127K -1,914 -23%
EWM
454
Evercore Wealth Management
New York
$456K +$66.3K +1,001 +19%
VWM
455
Venturi Wealth Management
Texas
$453K -$70.3K -1,061 -14%
ACM
456
AlphaCrest Capital Management
New York
$452K +$420K +6,341 New
MA
457
MONECO Advisors
Connecticut
$449K +$417K +6,300 New
CAC
458
Certified Advisory Corp
Florida
$448K -$79.7K -1,202 -16%
HPC
459
Hobart Private Capital
North Carolina
$447K +$11.1K +167 +3%
KRSITF
460
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$444K +$13.8K +208 +3%
WPA
461
West Paces Advisors
Georgia
$441K +$18.4K +278 +5%
Victory Capital Management
462
Victory Capital Management
Texas
$441K +$11.9K +180 +3%
BAM
463
Belpointe Asset Management
Nevada
$432K +$192K +2,896 +92%
GFS
464
GYL Financial Synergies
Connecticut
$429K +$2.25K +34 +0.6%
GIM
465
Goelzer Investment Management
Indiana
$429K +$130K +1,961 +48%
TW
466
Transform Wealth
Colorado
$428K -$198K -2,993 -33%
PI
467
Putnam Investments
Massachusetts
$419K -$6.63K -100 -2%
CHA
468
Cooper/Haims Advisors
New York
$419K
NWM
469
Northwest Wealth Management
Iowa
$419K
PTC
470
Private Trust Company
Ohio
$418K +$33.5K +506 +9%
AMIM
471
Aull & Monroe Investment Management
Alabama
$412K
UH
472
Unigestion Holding
Switzerland
$412K
Koshinski Asset Management
473
Koshinski Asset Management
Illinois
$411K -$47.3K -714 -11%
WI
474
Wintrust Investments
Illinois
$411K
FPS
475
Fieldpoint Private Securities
Connecticut
$410K