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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Colonial Trust
South Carolina
$1.33M +$201K +3,443 +16%
WP
502
WealthShield Partners
North Carolina
$1.31M +$1.43M +24,607 New
PS
503
Principal Securities
Iowa
$1.31M +$136K +2,340 +11%
BBHC
504
Brown Brothers Harriman & Co
New York
$1.31M +$122K +2,091 +9%
PAS
505
Point72 Asia (Singapore)
Singapore
$1.31M +$1.42M +24,461 New
TMAM
506
Tokio Marine Asset Management
Japan
$1.31M – – –
IAA
507
Independent Advisor Alliance
North Carolina
$1.29M +$127K +2,176 +10%
BAM
508
Belpointe Asset Management
Nevada
$1.28M -$379K -6,514 -24%
IAG
509
Investment Advisory Group
Massachusetts
$1.28M -$49K -842 -3%
KWA
510
Kingswood Wealth Advisors
California
$1.27M +$322K +5,522 +30%
DAS
511
Dynamic Advisor Solutions
Arizona
$1.27M +$255K +4,371 +23%
FAM
512
Fairtree Asset Management
South Africa
$1.27M +$1.38M +23,689 New
SFA
513
Sequoia Financial Advisors
Ohio
$1.26M -$4.84M -83,142 -78%
MYLI
514
Meiji Yasuda Life Insurance
Japan
$1.26M +$24.5K +420 +2%
SCM
515
Schnieders Capital Management
California
$1.26M -$391K -6,716 -22%
SWP
516
Sagespring Wealth Partners
Tennessee
$1.25M +$1.37M +23,455 New
AAA
517
Adams Asset Advisors
Texas
$1.25M +$241K +4,132 +21%
MC
518
Moors & Cabot
Massachusetts
$1.24M -$20.3K -348 -1%
TSMHT
519
Thurston Springer Miller Herd & Titak
Indiana
$1.24M +$170K +2,913 +14%
FDCDDQ
520
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M -$509K -8,737 -27%
LOAMS
521
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.24M -$133K -2,283 -9%
AWA
522
Arkadios Wealth Advisors
Georgia
$1.24M +$156K +2,682 +13%
RCM
523
Raleigh Capital Management
North Carolina
$1.23M +$4.48K +77 +0.3%
GSEP
524
Golden State Equity Partners
California
$1.22M +$412K +7,072 +45%
CIA
525
Concurrent Investment Advisors
Florida
$1.21M +$83.2K +1,428 +7%
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