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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$178K
PA
502
Parallel Advisors
California
$170K +$7.18K +144 +4%
CFA
503
Carroll Financial Associates
North Carolina
$168K -$115K -2,314 -41%
OMCS
504
Old Mutual Customised Solutions
South Africa
$166K
RIM
505
Rampart Investment Management
Connecticut
$156K -$16.3K -328 -10%
ASN
506
Advisory Services Network
Georgia
$154K -$20.4K -409 -12%
FCMT
507
Founders Capital Management (Texas)
Texas
$149K +$22.6K +454 +18%
CBOA
508
Commonwealth Bank of Australia
Australia
$140K +$129K +2,580 +1,032%
PWM
509
Perigon Wealth Management
California
$138K +$78.7K +1,580 +136%
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$128K
CF
511
Centaurus Financial
California
$125K +$124K +2,484 New
DSI
512
Daiwa SB Investments
Japan
$119K -$16.4K -330 -12%
JWA
513
JFS Wealth Advisors
Pennsylvania
$118K
AWM
514
Avior Wealth Management
Nebraska
$116K
WAM
515
Wealthspire Advisors (Maryland)
Maryland
$111K
MFBTD
516
MB Financial Bank - Trust Department
Illinois
$103K
TAM
517
Tiverton Asset Management
Delaware
$98K -$36.2K -726 -27%
SFSIG
518
San Francisco Sentry Investment Group
California
$98K +$18K +361 +23%
RFA
519
Reilly Financial Advisors
California
$97K
SFM
520
Signet Financial Management
New Jersey
$93K +$92.6K +1,858 New
MOS
521
MGO One Seven
Ohio
$92K -$498 -10 -0.5%
EWM
522
Elmwood Wealth Management
California
$87.8K +$87.2K +1,750 New
PCG
523
Private Capital Group
Connecticut
$79K +$3.29K +66 +4%
ClearBridge Investments
524
ClearBridge Investments
New York
$75K +$15.7K +316 +27%
BWP
525
Baldwin Wealth Partners
Massachusetts
$72K