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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
451
American Investment Services
Massachusetts
$478K – – –
GFS
452
GYL Financial Synergies
Connecticut
$475K +$19.5K +278 +5%
AA
453
Ancora Advisors
Ohio
$472K -$7.22K -103 -2%
WI
454
WrapManager Inc
California
$465K -$14.7K -209 -3%
MYLI
455
Meiji Yasuda Life Insurance
Japan
$464K -$9.4K -134 -2%
William Blair & Company
456
William Blair & Company
Illinois
$464K +$23.6K +336 +6%
NWM
457
Northwest Wealth Management
Iowa
$443K +$5.89K +84 +1%
DCM
458
Donaldson Capital Management
Indiana
$439K +$146K +2,079 +54%
CHA
459
Cooper/Haims Advisors
New York
$437K – – –
SSG
460
Summit Securities Group
New York
$437K +$412K +5,882 New
DAS
461
Dynamic Advisor Solutions
Arizona
$436K -$6.52K -93 -2%
HAG
462
HighPoint Advisor Group
Illinois
$433K +$104K +1,479 +34%
CAC
463
Certified Advisory Corp
Florida
$432K -$10.4K -148 -2%
GIM
464
Goelzer Investment Management
Indiana
$432K -$7.29K -104 -2%
ARMT
465
Amica Retiree Medical Trust
Rhode Island
$431K – – –
AMIM
466
Aull & Monroe Investment Management
Alabama
$429K +$405K +5,777 New
DA
467
Duality Advisers
Florida
$426K +$402K +5,738 New
ATC
468
Argent Trust Co
Tennessee
$423K +$16.2K +231 +4%
Koshinski Asset Management
469
Koshinski Asset Management
Illinois
$423K +$76K +1,084 +24%
FPS
470
Fieldpoint Private Securities
Connecticut
$420K -$3.65K -52 -0.9%
VWM
471
Venturi Wealth Management
Texas
$417K -$42.6K -607 -10%
NWP
472
Northstar Wealth Partners
Connecticut
$417K +$40.7K +580 +12%
CIS
473
Connors Investor Services
Pennsylvania
$413K – – –
PI
474
Putnam Investments
Massachusetts
$412K -$4.28K -61 -1%
BAM
475
Belpointe Asset Management
Nevada
$411K -$771 -11 -0.2%