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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
451
Integrated Wealth Concepts
Massachusetts
$2.06M -$341K -5,851 -15%
William Blair & Company
452
William Blair & Company
Illinois
$2.05M +$880K +15,111 +81%
UB
453
UMB Bank
Missouri
$2.05M -$42.5K -729 -2%
CAS
454
Coppell Advisory Solutions
Texas
$2.05M -$8.39K -144 -0.4%
PWS
455
Peterson Wealth Services
Utah
$2.04M -$1.76M -30,256 -90%
BCP
456
Blackhawk Capital Partners
Wisconsin
$2.04M -$175K -2,996 -8%
CIBC Private Wealth Group
457
CIBC Private Wealth Group
Georgia
$2.04M +$187K +3,209 +11%
S
458
SignatureFD
Georgia
$2.02M +$116K +1,999 +6%
SF
459
Summit Financial
New Jersey
$1.98M +$39.3K +675 +2%
PI
460
PFG Investments
New York
$1.96M +$313K +5,375 +20%
BAM
461
Belpointe Asset Management
Nevada
$1.94M -$395K -6,772 -17%
BSG
462
Black Swift Group
Colorado
$1.93M +$344K +5,910 +23%
AA
463
Altman Advisors
Illinois
$1.92M +$25.6K +439 +1%
STA
464
Summit Trail Advisors
New York
$1.91M +$1.38M +23,756 +313%
SCM
465
Schnieders Capital Management
California
$1.88M +$8.74K +150 +0.5%
WP
466
WealthShield Partners
North Carolina
$1.87M -$12.8K -219 -0.7%
SOAMC
467
Spirit of America Management Corp
New York
$1.86M +$29.1K +500 +2%
JPWM
468
Jamison Private Wealth Management
Georgia
$1.86M +$231K +3,965 +15%
PCG
469
Prosperity Consulting Group
Maryland
$1.85M -$97.9K -1,680 -5%
APC
470
Asset Planning Corporation
Tennessee
$1.85M -$22K -377 -1%
ZIC
471
ZWJ Investment Counsel
Georgia
$1.83M +$62.5K +1,073 +4%
EF
472
Empowered Funds
Pennsylvania
$1.83M +$538K +9,231 +44%
KCM
473
Kempner Capital Management
Texas
$1.83M -$1.45M -24,815 -45%
CAU
474
Caxton Associates (UK)
$1.82M +$1.75M +30,014 New
IIM
475
INTECH Investment Management
Florida
$1.82M +$301K +5,164 +21%