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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
476
ProVise Management Group
Florida
$400K -$1.28M -18,765 -76%
DAS
477
Dynamic Advisor Solutions
Arizona
$399K +$16.9K +248 +4%
CAC
478
Certified Advisory Corp
Florida
$398K -$22.2K -325 -5%
GIM
479
Goelzer Investment Management
Indiana
$396K -$7.03K -103 -2%
William Blair & Company
480
William Blair & Company
Illinois
$395K +$29.7K +435 +8%
CHA
481
Cooper/Haims Advisors
New York
$393K
NWM
482
Northwest Wealth Management
Iowa
$393K
ARMT
483
Amica Retiree Medical Trust
Rhode Island
$388K +$149K +2,189 +61%
FPS
484
Fieldpoint Private Securities
Connecticut
$381K -$3.14K -46 -0.8%
II
485
Inspire Investing
Idaho
$381K +$78.9K +1,156 +25%
EWA
486
EP Wealth Advisors
California
$380K -$790K -11,567 -67%
PTC
487
Private Trust Company
Ohio
$377K -$15.5K -227 -4%
PI
488
Putnam Investments
Massachusetts
$375K -$18.4K -269 -5%
Impax Asset Management Group
489
Impax Asset Management Group
United Kingdom
$375K +$53.9K +789 +16%
CIS
490
Connors Investor Services
Pennsylvania
$372K -$3.55K -52 -0.9%
BAM
491
Belpointe Asset Management
Nevada
$371K -$34.4K -504 -8%
FAIM
492
Financial Advocates Investment Management
Washington
$371K -$8.54K -125 -2%
NFG
493
Next Financial Group
Texas
$371K +$194K +2,843 +105%
AFP
494
Ausdal Financial Partners
Iowa
$370K +$57.8K +846 +18%
TW
495
Transform Wealth
Colorado
$368K -$34.4K -504 -8%
RFC
496
Regions Financial Corp
Alabama
$367K +$49.2K +721 +15%
ATC
497
Argent Trust Co
Tennessee
$365K -$116K -1,697 -24%
BCM
498
Brookstone Capital Management
Illinois
$358K -$6.69K -98 -2%
Brown Advisory
499
Brown Advisory
Maryland
$354K +$60.2K +882 +20%
GA
500
Gateway Advisory
New Jersey
$353K -$230K -3,365 -39%