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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
526
Next Financial Group
Texas
$304K -$103K -1,470 -26%
WWM
527
Western Wealth Management
Colorado
$302K +$37.7K +538 +15%
SFA
528
Sequoia Financial Advisors
Ohio
$300K +$561 +8 +0.2%
LOAMS
529
Lombard Odier Asset Management (Switzerland)
Switzerland
$300K +$37.7K +537 +15%
DAC
530
Dividend Assets Capital
South Carolina
$299K
PFM
531
Parsec Financial Management
North Carolina
$297K -$14.2K -203 -5%
GSBTD
532
Glenview State Bank Trust Department
Illinois
$295K
LAIC
533
Lederer & Associates Investment Counsel
California
$295K
DE
534
Day & Ennis
Georgia
$294K
PFS
535
Prospera Financial Services
Texas
$292K -$55.7K -794 -17%
SDAM
536
Shulman DeMeo Asset Management
New York
$292K
PWP
537
Principle Wealth Partners
Connecticut
$289K +$273K +3,891 New
SAM
538
Silvercrest Asset Management
New York
$286K +$2.1K +30 +0.8%
CFB
539
Cullen/Frost Bankers
Texas
$285K
GSWM
540
Golden State Wealth Management
California
$281K +$86.3K +1,230 +48%
AI
541
Accredited Investors
Minnesota
$280K +$1.47K +21 +0.6%
CIA
542
Capital Investment Advisors
Georgia
$280K +$24.8K +353 +10%
SP
543
Successful Portfolios
Florida
$279K +$264K +3,759 New
AssetMark Inc
544
AssetMark Inc
California
$276K -$19.3K -275 -7%
RWA
545
RGT Wealth Advisors
Texas
$276K
RAM
546
Redmond Asset Management
Virginia
$276K +$24.2K +345 +10%
EWM
547
Evercore Wealth Management
New York
$273K -$337K -4,806 -57%
LS
548
Livforsakringsbolaget Skandia
Sweden
$272K
FFN
549
Focus Financial Network
Minnesota
$272K +$421 +6 +0.2%
FG
550
Fiduciary Group
Georgia
$271K -$67.8K -967 -21%