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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
551
DFPG Investments
Utah
$220K +$215K +3,598 New
NEPWA
552
New England Private Wealth Advisors
Massachusetts
$220K +$215K +3,599 New
FHA
553
Flagship Harbor Advisors
Massachusetts
$219K -$118K -1,974 -35%
CS
554
Comerica Securities
Michigan
$219K +$214K +3,580 New
QAM
555
Questar Asset Management
Minnesota
$219K +$215K +3,593 New
H
556
HoyleCohen
California
$215K +$210K +3,525 New
BPA
557
Beacon Pointe Advisors
California
$215K +$211K +3,526 New
CFA
558
Carroll Financial Associates
North Carolina
$214K – – –
PA
559
Parallel Advisors
California
$213K +$24.6K +412 +13%
JFA
560
Johanson Financial Advisors
California
$211K +$207K +3,472 New
CCMG
561
Clark Capital Management Group
Pennsylvania
$208K +$203K +3,405 New
I
562
INVST
Indiana
$208K +$203K +3,405 New
CFIA
563
Cantor Fitzgerald Investment Advisors
New York
$208K +$203K +3,406 New
SAM
564
Silvercrest Asset Management
New York
$207K +$202K +3,387 New
W
565
Wealthquest
Ohio
$204K +$200K +3,342 New
RAM
566
Redmond Asset Management
Virginia
$204K +$200K +3,345 New
SFG
567
Summit Financial Group
West Virginia
$202K +$197K +3,302 New
ED
568
Exane Derivatives
France
$200K +$194K +3,242 +9,263%
LPWM
569
Lake Point Wealth Management
Texas
$195K +$191K +3,197 New
BAM
570
Belpointe Asset Management
Nevada
$193K +$41.6K +696 +28%
RIM
571
Rampart Investment Management
Connecticut
$191K -$418K -6,994 -69%
CAM
572
CenterStar Asset Management
Illinois
$190K – – –
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$188K -$27.7K -464 -13%
FCMT
574
Founders Capital Management (Texas)
Texas
$180K – – –
APC
575
Aspire Private Capital
North Carolina
$175K +$171K +2,866 New
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