We are live on ! Find out more
O icon

Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
501
Sowell Financial Services
Arkansas
$906K +$275K +4,498 +42%
CT
502
Colonial Trust
South Carolina
$900K -$671 -11 -0.1%
QIM
503
Quantitative Investment Management
Virginia
$893K +$207K +3,388 +29%
DSC
504
Duncker Streett & Co
Missouri
$891K -$164K -2,688 -15%
CSC
505
Caldwell Sutter Capital
California
$888K +$231K +3,788 +34%
JWM
506
Jeppson Wealth Management
California
$888K -$121K -1,990 -12%
RIA
507
Realta Investment Advisors
Delaware
$886K +$16.1K +264 +2%
AIMCA
508
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$885K
EFS
509
Essex Financial Services
Connecticut
$880K -$124K -2,027 -12%
HIA
510
Harbor Investment Advisory
Maryland
$867K
TA
511
TFG Advisers
Michigan
$856K +$43.9K +719 +5%
LMKC
512
L.M. Kohn & Company
Ohio
$854K -$2.62K -43 -0.3%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$851K +$5.37K +88 +0.6%
RCM
514
Raleigh Capital Management
North Carolina
$849K -$79.7K -1,306 -8%
VU
515
Vanderbilt University
Tennessee
$845K +$31.6K +518 +4%
API
516
Advisor Partners II
California
$837K +$22.2K +363 +3%
SBWIC
517
Schaper Benz & Wise Investment Counsel
Wisconsin
$836K +$27.5K +450 +3%
PAM
518
Panagora Asset Management
Massachusetts
$832K +$244 +4 +0%
EC
519
Elequin Capital
New York
$821K +$838K +13,734 New
RG
520
Retirement Group
California
$821K +$671 +11 +0.1%
OHWA
521
Oak Hill Wealth Advisors
Virginia
$813K +$20.4K +334 +3%
OSAM
522
O'Shaughnessy Asset Management
Connecticut
$810K +$44.1K +722 +6%
PAS
523
Park Avenue Securities
New York
$807K +$90K +1,475 +12%
IIM
524
INTECH Investment Management
Florida
$799K -$792K -12,977 -49%
Brown Advisory
525
Brown Advisory
Maryland
$793K -$45.3K -743 -5%