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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
501
BOK Financial
Oklahoma
$351K -$531K -8,977 -60%
FPS
502
Fieldpoint Private Securities
Connecticut
$349K – – –
CHA
503
Cooper/Haims Advisors
New York
$346K – – –
SWIG
504
Strategic Wealth Investment Group
Kentucky
$345K +$2.48K +42 +0.7%
GP
505
Girard Partners
Pennsylvania
$340K -$173K -2,934 -34%
PG
506
Pendal Group
Australia
$340K -$59K -997 -15%
AMIM
507
Aull & Monroe Investment Management
Alabama
$340K – – –
IFG
508
Independent Financial Group
California
$335K -$90.2K -1,526 -21%
AA
509
Altman Advisors
Illinois
$332K -$1.3K -22 -0.4%
TW
510
TrinityPoint Wealth
Connecticut
$330K +$12.8K +216 +4%
RFC
511
Regions Financial Corp
Alabama
$328K -$80.1K -1,355 -20%
CAS
512
Cascadia Advisory Services
Oregon
$328K -$13.3K -225 -4%
GIM
513
Goelzer Investment Management
Indiana
$327K – – –
I
514
INVST
Indiana
$324K +$17.8K +301 +6%
SSA
515
Schonfeld Strategic Advisors
New York
$322K +$323K +5,470 New
EWA
516
EP Wealth Advisors
California
$320K -$26.8K -453 -8%
AWA
517
Arkadios Wealth Advisors
Georgia
$319K +$63.3K +1,071 +24%
SWM
518
Sugarloaf Wealth Management
Georgia
$317K -$23.4K -395 -7%
AL
519
Aspiriant LLC
California
$317K +$23.5K +397 +8%
OA
520
Oxbow Advisors
Texas
$315K -$10.7K -181 -3%
WPA
521
West Paces Advisors
Georgia
$312K -$26K -440 -8%
NRI
522
NFP Retirement Inc
California
$311K +$2.96K +50 +1%
FNT
523
First Nebraska Trust
Nebraska
$309K – – –
AFP
524
Ausdal Financial Partners
Iowa
$306K -$7.21K -122 -2%
FRM
525
Fox Run Management
Connecticut
$306K +$307K +5,191 New
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