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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Avior Wealth Management
Nebraska
$128K – – –
WAM
502
Wealthspire Advisors (Maryland)
Maryland
$118K – – –
MFBTD
503
MB Financial Bank - Trust Department
Illinois
$114K – – –
RFA
504
Reilly Financial Advisors
California
$108K – – –
SFSIG
505
San Francisco Sentry Investment Group
California
$103K +$86K +1,548 +499%
HI
506
Hudock Inc
Pennsylvania
$96K +$96.4K +1,735 New
RFM
507
Royal Fund Management
Florida
$93K -$26.4K -476 -22%
CPA
508
Clear Perspective Advisors
Illinois
$87K +$944 +17 +1%
WA
509
WealthTrust-Arizona
Arizona
$86K – – –
BWM
510
Baystate Wealth Management
Massachusetts
$81K +$18.5K +333 +29%
BWP
511
Baldwin Wealth Partners
Massachusetts
$80K – – –
First Eagle Investment Management
512
First Eagle Investment Management
New York
$77K – – –
PWM
513
Perigon Wealth Management
California
$75K +$3.11K +56 +4%
JFA
514
JNBA Financial Advisors
Minnesota
$74K – – –
JWA
515
JFS Wealth Advisors
Pennsylvania
$74K +$73.8K +1,328 New
LC
516
Landaas & Company
Wisconsin
$73K +$73K +1,315 New
ClearBridge Investments
517
ClearBridge Investments
New York
$66K +$611 +11 +0.9%
LNB
518
Ledyard National Bank
$66K +$12.1K +217 +22%
VIA
519
Vantage Investment Advisors
Pennsylvania
$64K +$6.39K +115 +11%
AssetMark Inc
520
AssetMark Inc
California
$59K -$29.2K -526 -33%
WT
521
Whittier Trust
California
$58K – – –
CTC
522
Central Trust Company
Missouri
$57K -$10.9K -196 -16%
GBBWRPM
523
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$57K – – –
SA
524
SRH Advisors
Kansas
$57K – – –
ASN
525
Advisory Services Network
Georgia
$57K +$51.8K +933 +982%