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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
501
Empirical Wealth Management
Washington
$959K +$921K +13,392 New
GMA
502
Glassy Mountain Advisors
Maryland
$955K +$917K +13,337 New
SWM
503
Stockman Wealth Management
Montana
$950K +$364K +5,290 +66%
IAA
504
Independent Advisor Alliance
North Carolina
$941K +$229K +3,336 +34%
TA
505
Tectonic Advisors
Texas
$916K +$327K +4,751 +59%
CI
506
Cigna Investments
Connecticut
$914K +$47K +684 +6%
FMN
507
Financial Management Network
California
$914K +$386K +5,609 +80%
DWM
508
Denver Wealth Management
Colorado
$900K +$864K +12,568 New
BF
509
BOK Financial
Oklahoma
$899K +$490K +7,125 +131%
OPPTF
510
OPSEU Pension Plan Trust Fund
Ontario, Canada
$897K +$183K +2,664 +27%
GIA
511
Gladstone Institutional Advisory
Florida
$889K +$854K +12,413 New
BPA
512
Beacon Pointe Advisors
California
$888K -$143K -2,073 -14%
SWA
513
Stratos Wealth Advisors
Ohio
$884K -$8.32K -121 -1%
PA
514
PSI Advisors
Florida
$884K +$785K +11,414 +1,216%
FC
515
FORA Capital
Florida
$882K +$847K +12,321 New
Bank Julius Baer & Co
516
Bank Julius Baer & Co
Switzerland
$880K +$338K +4,912 +67%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$880K +$399K +5,798 +89%
TA
518
TFG Advisers
Michigan
$870K -$65.1K -947 -7%
WA
519
Wealth Alliance
New York
$854K -$2.82K -41 -0.3%
BRWA
520
B. Riley Wealth Advisors
Florida
$850K +$241K +3,510 +42%
QT
521
Quantamental Technologies
New York
$839K +$806K +11,721 New
YIH
522
Y-Intercept (HK)
Hong Kong
$837K +$804K +11,688 New
APP
523
Alpha Paradigm Partners
Illinois
$831K -$3.92K -57 -0.5%
ACS
524
Archford Capital Strategies
Illinois
$830K -$40.6K -591 -5%
KWM
525
Kingsview Wealth Management
Oregon
$824K -$69.2K -1,006 -8%