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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
HH
476
Hilltop Holdings
Texas
$403K -$31.2K -457 -7%
PMG
477
ProVise Management Group
Florida
$400K -$1.28M -18,765 -76%
DAS
478
Dynamic Advisor Solutions
Arizona
$399K +$16.9K +248 +4%
CAC
479
Certified Advisory Corp
Florida
$398K -$22.2K -325 -5%
GIM
480
Goelzer Investment Management
Indiana
$396K -$7.03K -103 -2%
William Blair & Company
481
William Blair & Company
Illinois
$395K +$29.7K +435 +8%
CHA
482
Cooper/Haims Advisors
New York
$393K – – –
NWM
483
Northwest Wealth Management
Iowa
$393K – – –
ARMT
484
Amica Retiree Medical Trust
Rhode Island
$388K +$149K +2,189 +61%
FPS
485
Fieldpoint Private Securities
Connecticut
$381K -$3.14K -46 -0.8%
II
486
Inspire Investing
Idaho
$381K +$78.9K +1,156 +25%
EWA
487
EP Wealth Advisors
California
$380K -$790K -11,567 -67%
PTC
488
Private Trust Company
Ohio
$377K -$15.5K -227 -4%
PI
489
Putnam Investments
Massachusetts
$375K -$18.4K -269 -5%
Impax Asset Management Group
490
Impax Asset Management Group
United Kingdom
$375K +$53.9K +789 +16%
CIS
491
Connors Investor Services
Pennsylvania
$372K -$3.55K -52 -0.9%
BAM
492
Belpointe Asset Management
Nevada
$371K -$34.4K -504 -8%
FAIM
493
Financial Advocates Investment Management
Washington
$371K -$8.54K -125 -2%
NFG
494
Next Financial Group
Texas
$371K +$194K +2,843 +105%
AFP
495
Ausdal Financial Partners
Iowa
$370K +$57.8K +846 +18%
TW
496
Transform Wealth
Colorado
$368K -$34.4K -504 -8%
RFC
497
Regions Financial Corp
Alabama
$367K +$49.2K +721 +15%
ATC
498
Argent Trust Co
Tennessee
$365K -$116K -1,697 -24%
BCM
499
Brookstone Capital Management
Illinois
$358K -$6.69K -98 -2%
Brown Advisory
500
Brown Advisory
Maryland
$354K +$60.2K +882 +20%