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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
501
First Foundation Advisors
California
$352K +$2.9K +49 +0.8%
B
502
Bailard
California
$352K +$354K +5,986 New
BF
503
BOK Financial
Oklahoma
$351K -$531K -8,977 -60%
FPS
504
Fieldpoint Private Securities
Connecticut
$349K – – –
CHA
505
Cooper/Haims Advisors
New York
$346K – – –
SWIG
506
Strategic Wealth Investment Group
Kentucky
$345K +$2.48K +42 +0.7%
GP
507
Girard Partners
Pennsylvania
$340K -$173K -2,934 -34%
PG
508
Pendal Group
Australia
$340K -$59K -997 -15%
AMIM
509
Aull & Monroe Investment Management
Alabama
$340K – – –
IFG
510
Independent Financial Group
California
$335K -$90.2K -1,526 -21%
AA
511
Altman Advisors
Illinois
$332K -$1.3K -22 -0.4%
TW
512
TrinityPoint Wealth
Connecticut
$330K +$12.8K +216 +4%
RFC
513
Regions Financial Corp
Alabama
$328K -$80.1K -1,355 -20%
CAS
514
Cascadia Advisory Services
Oregon
$328K -$13.3K -225 -4%
GIM
515
Goelzer Investment Management
Indiana
$327K – – –
I
516
INVST
Indiana
$324K +$17.8K +301 +6%
SSA
517
Schonfeld Strategic Advisors
New York
$322K +$323K +5,470 New
EWA
518
EP Wealth Advisors
California
$320K -$26.8K -453 -8%
AWA
519
Arkadios Wealth Advisors
Georgia
$319K +$63.3K +1,071 +24%
SWM
520
Sugarloaf Wealth Management
Georgia
$317K -$23.4K -395 -7%
AL
521
Aspiriant LLC
California
$317K +$23.5K +397 +8%
OA
522
Oxbow Advisors
Texas
$315K -$10.7K -181 -3%
WPA
523
West Paces Advisors
Georgia
$312K -$26K -440 -8%
NRI
524
NFP Retirement Inc
California
$311K +$2.96K +50 +1%
FNT
525
First Nebraska Trust
Nebraska
$309K – – –
19 20
21
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