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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
WI
501
Wintrust Investments
Illinois
$366K +$6.1K +87 +2%
FAIM
502
Financial Advocates Investment Management
Washington
$363K -$46.8K -668 -12%
NSIM
503
North Star Investment Management
Illinois
$362K – – –
BHWM
504
Bar Harbor Wealth Management
New Hampshire
$361K – – –
WAP
505
Wealthcare Advisory Partners
Pennsylvania
$358K +$351 +5 +0.1%
ECM
506
Everence Capital Management
Indiana
$355K – – –
ITIM
507
Indiana Trust & Investment Management
Indiana
$353K -$14.4K -206 -4%
CIM
508
Contravisory Investment Management
Massachusetts
$353K -$3.23K -46 -1%
RFC
509
Regions Financial Corp
Alabama
$352K -$52.1K -743 -14%
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$351K – – –
DW
511
Domani Wealth
Pennsylvania
$351K – – –
PA
512
PFG Advisors
Arizona
$348K -$36.4K -519 -10%
CCA
513
Checchi Capital Advisers
California
$344K +$36.3K +517 +13%
BA
514
Bennicas & Associates
California
$341K – – –
TW
515
Transform Wealth
Colorado
$340K -$65.1K -929 -17%
PIM
516
Provident Investment Management
Michigan
$337K – – –
ASN
517
Advisory Services Network
Georgia
$336K – – –
FCI
518
Financial Counselors Inc
Kansas
$334K -$8.13K -116 -3%
SIM
519
Sonora Investment Management
Arizona
$330K – – –
CCM
520
Covington Capital Management
California
$328K +$309K +4,408 New
RIA
521
Regal Investment Advisors
Michigan
$327K +$308K +4,396 New
ZAM
522
Zevin Asset Management
Massachusetts
$324K – – –
PP
523
Palladium Partners
Virginia
$324K +$72.4K +1,032 +21%
JFA
524
Johanson Financial Advisors
California
$317K +$17.7K +252 +6%
AWA
525
Arete Wealth Advisors
Illinois
$316K – – –