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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
501
Mark Sheptoff Financial Planning
Connecticut
$92K – – –
First Eagle Investment Management
502
First Eagle Investment Management
New York
$90K – – –
S
503
SignatureFD
Georgia
$87K -$60K -909 -41%
JFA
504
JNBA Financial Advisors
Minnesota
$87K +$14.1K +214 +19%
CBOA
505
Commonwealth Bank of Australia
Australia
$81K -$13.6K -206 -14%
PWM
506
Perigon Wealth Management
California
$77K +$72.4K +1,097 +1,233%
VIA
507
Vantage Investment Advisors
Pennsylvania
$72K +$40.5K +614 +124%
TRCT
508
Tower Research Capital (TRC)
New York
$69K +$58.1K +880 +449%
SA
509
SRH Advisors
Kansas
$67K – – –
TSW
510
Thompson Siegel & Walmsley
Virginia
$65K – – –
GLI
511
Guardian Life Insurance
New York
$64K +$1.65K +25 +3%
LNB
512
Ledyard National Bank
$63K +$64.3K +974 New
WT
513
Whittier Trust
California
$61K -$29.5K -447 -32%
TCM
514
Tradewinds Capital Management
Washington
$61K – – –
PO
515
Private Ocean
California
$58K +$528 +8 +0.9%
Carson Wealth (CWM LLC)
516
Carson Wealth (CWM LLC)
Nebraska
$57K +$43.6K +660 +299%
ACM
517
Argentus Capital Management
Texas
$54K +$55K +833 New
MC
518
Muzinich & Co
New York
$53K -$60.4K -914 -53%
M
519
MOTCO
Texas
$50K +$17K +257 +50%
HFM
520
Hartford Financial Management
Connecticut
$50K +$51.1K +774 New
HRC
521
Hoertkorn Richard Charles
$45K – – –
SFG
522
SevenBridge Financial Group
Pennsylvania
$45K – – –
JGIA
523
Jackson Grant Investment Advisers
Connecticut
$45K +$462 +7 +1%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$43K – – –
DOA
525
D'Orazio & Associates
Virginia
$42K -$3.24K -49 -7%