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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
501
Bar Harbor Wealth Management
New Hampshire
$361K
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$358K +$351 +5 +0.1%
ECM
503
Everence Capital Management
Indiana
$355K
ITIM
504
Indiana Trust & Investment Management
Indiana
$353K -$14.4K -206 -4%
CIM
505
Contravisory Investment Management
Massachusetts
$353K -$3.23K -46 -1%
RFC
506
Regions Financial Corp
Alabama
$352K -$52.1K -743 -14%
CIBC Private Wealth Group
507
CIBC Private Wealth Group
Georgia
$351K
DW
508
Domani Wealth
Pennsylvania
$351K
PA
509
PFG Advisors
Arizona
$348K -$36.4K -519 -10%
CCA
510
Checchi Capital Advisers
California
$344K +$36.3K +517 +13%
BA
511
Bennicas & Associates
California
$341K
TW
512
Transform Wealth
Colorado
$340K -$65.1K -929 -17%
PIM
513
Provident Investment Management
Michigan
$337K
ASN
514
Advisory Services Network
Georgia
$336K
FCI
515
Financial Counselors Inc
Kansas
$334K -$8.13K -116 -3%
SIM
516
Sonora Investment Management
Arizona
$330K
CCM
517
Covington Capital Management
California
$328K +$309K +4,408 New
RIA
518
Regal Investment Advisors
Michigan
$327K +$308K +4,396 New
ZAM
519
Zevin Asset Management
Massachusetts
$324K
PP
520
Palladium Partners
Virginia
$324K +$72.4K +1,032 +21%
JFA
521
Johanson Financial Advisors
California
$317K +$17.7K +252 +6%
AWA
522
Arete Wealth Advisors
Illinois
$316K
TMAM
523
Tokio Marine Asset Management
Japan
$315K +$73K +1,041 +33%
BPWA
524
Beacon Pointe Wealth Advisors
California
$314K -$421 -6 -0.1%
CAM
525
Columbia Asset Management
Michigan
$307K