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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
NEAM
526
New England Asset Management
Connecticut
$188K – – –
RIM
527
Rampart Investment Management
Connecticut
$180K -$1.15M -20,965 -67%
DWM
528
Destination Wealth Management
California
$175K -$19.9K -361 -10%
NFG
529
Next Financial Group
Texas
$172K +$172K +3,123 New
PA
530
Parallel Advisors
California
$170K – – –
FCMT
531
Founders Capital Management (Texas)
Texas
$162K – – –
LS
532
Livforsakringsbolaget Skandia
Sweden
$145K -$90.9K -1,651 -39%
BAM
533
Belpointe Asset Management
Nevada
$136K +$135K +2,459 New
MNBTD
534
Moody National Bank Trust Division
Texas
$136K +$136K +2,474 New
EDRH
535
Edmond de Rothschild Holding
Switzerland
$134K +$134K +2,425 New
TCM
536
Tradewinds Capital Management
Washington
$132K -$56.8K -1,032 -30%
JWA
537
JFS Wealth Advisors
Pennsylvania
$132K +$1.98K +36 +2%
AWM
538
Avior Wealth Management
Nebraska
$127K – – –
EMG
539
ETF Managers Group
New Jersey
$124K +$13K +236 +12%
NIT
540
NumerixS Investment Technologies
British Columbia, Canada
$118K +$119K +2,167 New
AF
541
Advisornet Financial
Minnesota
$116K -$5.34K -97 -4%
MFBTD
542
MB Financial Bank - Trust Department
Illinois
$114K – – –
CWA
543
Clarus Wealth Advisors
Arizona
$112K -$13.3K -242 -11%
RFA
544
Reilly Financial Advisors
California
$107K – – –
TAM
545
Tiverton Asset Management
Delaware
$107K – – –
BRC
546
Bell Rock Capital
Delaware
$104K +$496 +9 +0.5%
SFM
547
Signet Financial Management
New Jersey
$102K – – –
LWM
548
Lenox Wealth Management
Ohio
$102K +$27.3K +496 +37%
EWM
549
Elmwood Wealth Management
California
$96.5K -$96.4K -1,751 -50%
KTC
550
Kistler-Tiffany Companies
Pennsylvania
$92K -$26.8K -487 -23%
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