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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
526
Buckingham Strategic Wealth
Missouri
$298K +$276K +5,178 New
AL
527
Aspiriant LLC
California
$286K -$177K -3,327 -40%
SIM
528
Sonora Investment Management
Arizona
$284K +$27.5K +516 +12%
DDC
529
DF Dent & Co
Maryland
$282K +$261K +4,892 New
CAC
530
Certified Advisory Corp
Florida
$277K -$52.7K -989 -17%
BAM
531
Belpointe Asset Management
Nevada
$277K -$10.4K -195 -4%
FCFC
532
First Commonwealth Financial Corp
Pennsylvania
$277K +$256K +4,808 New
WP
533
WealthPLAN Partners
Nebraska
$275K +$246K +4,617 New
BPA
534
Beacon Pointe Advisors
California
$274K -$160K -3,007 -39%
HT
535
Heritage Trust
Oklahoma
$274K +$253K +4,753 New
CI
536
Conning Inc
Connecticut
$274K +$253K +4,760 New
HFM
537
Harvest Fund Management
China
$272K +$245K +4,605 New
HAG
538
HighPoint Advisor Group
Illinois
$270K -$38.4K -721 -14%
PI
539
Putnam Investments
Massachusetts
$268K -$16K -301 -6%
ITIM
540
Indiana Trust & Investment Management
Indiana
$268K -$5.54K -104 -2%
AC
541
Athanor Capital
New York
$267K +$246K +4,624 New
WI
542
Wintrust Investments
Illinois
$265K -$1.12K -21 -0.5%
CCA
543
Checchi Capital Advisers
California
$265K +$16.3K +306 +7%
CCM
544
Coldstream Capital Management
Washington
$261K +$241K +4,532 New
WA
545
Wealth Alliance
New York
$258K +$5.22K +98 +2%
ECM
546
Everence Capital Management
Indiana
$256K – – –
IF
547
Intrua Financial
Texas
$255K +$228K +4,284 New
CIA
548
Capital Investment Advisors
Georgia
$253K +$234K +4,385 New
RIA
549
Regal Investment Advisors
Michigan
$253K +$234K +4,396 New
1WA
550
180 Wealth Advisors
Washington
$253K +$237K +4,450 New
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