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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
551
TrinityPoint Wealth
Connecticut
$222K +$217K +3,631 New
NBG
552
Nancy B. Gardiner
$221K -$12.3K -206 -5%
ARMT
553
Amica Retiree Medical Trust
Rhode Island
$221K +$216K +3,610 New
PP
554
Paloma Partners
Connecticut
$221K +$216K +3,612 New
SHGA
555
Sand Hill Global Advisors
California
$220K +$215K +3,593 New
DI
556
DFPG Investments
Utah
$220K +$215K +3,598 New
NEPWA
557
New England Private Wealth Advisors
Massachusetts
$220K +$215K +3,599 New
FHA
558
Flagship Harbor Advisors
Massachusetts
$219K -$118K -1,974 -35%
CS
559
Comerica Securities
Michigan
$219K +$214K +3,580 New
QAM
560
Questar Asset Management
Minnesota
$219K +$215K +3,593 New
H
561
HoyleCohen
California
$215K +$210K +3,525 New
BPA
562
Beacon Pointe Advisors
California
$215K +$211K +3,526 New
CFA
563
Carroll Financial Associates
North Carolina
$214K – – –
PA
564
Parallel Advisors
California
$213K +$24.6K +412 +13%
JFA
565
Johanson Financial Advisors
California
$211K +$207K +3,472 New
CCMG
566
Clark Capital Management Group
Pennsylvania
$208K +$203K +3,405 New
I
567
INVST
Indiana
$208K +$203K +3,405 New
CFIA
568
Cantor Fitzgerald Investment Advisors
New York
$208K +$203K +3,406 New
SAM
569
Silvercrest Asset Management
New York
$207K +$202K +3,387 New
W
570
Wealthquest
Ohio
$204K +$200K +3,342 New
RAM
571
Redmond Asset Management
Virginia
$204K +$200K +3,345 New
SFG
572
Summit Financial Group
West Virginia
$202K +$197K +3,302 New
ED
573
Exane Derivatives
France
$200K +$194K +3,242 +9,263%
LPWM
574
Lake Point Wealth Management
Texas
$195K +$191K +3,197 New
BAM
575
Belpointe Asset Management
Nevada
$193K +$41.6K +696 +28%
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