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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Empirical Wealth Management
Washington
$260K -$12K -172 -3%
TW
527
TrinityPoint Wealth
Connecticut
$258K +$25.1K +360 +7%
HAG
528
HighPoint Advisor Group
Illinois
$255K -$151K -2,175 -29%
FNT
529
First Nebraska Trust
Nebraska
$254K – – –
V
530
Veritable
Delaware
$253K -$16.9K -243 -4%
FFA
531
First Foundation Advisors
California
$253K – – –
IMRF
532
Illinois Municipal Retirement Fund
Illinois
$252K -$243K -3,488 -40%
NRI
533
NFP Retirement Inc
California
$251K +$19.7K +283 +6%
Brown Advisory
534
Brown Advisory
Maryland
$249K – – –
SW
535
StrongBox Wealth
Missouri
$245K +$353K +5,072 New
GIA
536
Gateway Investment Advisers
Ohio
$244K -$133K -1,907 -27%
BAM
537
Belpointe Asset Management
Nevada
$242K -$210K -3,012 -38%
PI
538
Putnam Investments
Massachusetts
$238K -$58.2K -836 -14%
NSIM
539
North Star Investment Management
Illinois
$236K – – –
AssetMark Inc
540
AssetMark Inc
California
$234K -$1.32K -19 -0.4%
QSS
541
Quantitative Systematic Strategies
Florida
$234K +$102K +1,466 +43%
Cerity Partners
542
Cerity Partners
New York
$233K -$477K -6,846 -59%
MERSOM
543
Municipal Employees' Retirement System of Michigan
Michigan
$233K +$11.5K +165 +4%
ECM
544
Everence Capital Management
Indiana
$231K – – –
ITIM
545
Indiana Trust & Investment Management
Indiana
$230K – – –
CIBC Private Wealth Group
546
CIBC Private Wealth Group
Georgia
$229K +$70 +1 +0%
HI
547
Horizon Investments
North Carolina
$228K -$196K -2,810 -37%
CIM
548
Contravisory Investment Management
Massachusetts
$228K -$6.06K -87 -2%
DW
549
Domani Wealth
Pennsylvania
$228K – – –
GBT
550
Grove Bank & Trust
Florida
$225K -$12.9K -185 -4%