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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
551
Flagship Harbor Advisors
Massachusetts
$252K -$88.9K -1,670 -28%
ZAM
552
Zevin Asset Management
Massachusetts
$252K – – –
DCM
553
Donaldson Capital Management
Indiana
$248K – – –
SFA
554
Sequoia Financial Advisors
Ohio
$245K +$226K +4,245 New
AWA
555
Arkadios Wealth Advisors
Georgia
$244K +$28.1K +528 +14%
CFG
556
Cooper Financial Group
California
$243K – – –
PTC
557
Private Trust Company
Ohio
$242K -$71.4K -1,341 -25%
SAM
558
Strategy Asset Managers
California
$242K +$223K +4,196 New
SIA
559
Soltis Investment Advisors
Utah
$241K – – –
CCM
560
Covington Capital Management
California
$240K – – –
CCM
561
Cadence Capital Management
Massachusetts
$239K -$163K -3,070 -43%
BA
562
Bennicas & Associates
California
$235K +$217K +4,076 New
WSTAM
563
Wilbanks Smith & Thomas Asset Management
Virginia
$232K -$83.6K -1,570 -28%
SW
564
StrongBox Wealth
Missouri
$232K -$55.5K -1,043 -21%
BCI
565
Brinker Capital Investments
Pennsylvania
$232K +$214K +4,025 New
GIA
566
Gateway Investment Advisers
Ohio
$229K -$57.8K -1,085 -21%
BP
567
Ballentine Partners
Massachusetts
$222K +$205K +3,841 New
SBWIC
568
Schaper Benz & Wise Investment Counsel
Wisconsin
$222K +$205K +3,849 New
SAM
569
Silvercrest Asset Management
New York
$221K +$204K +3,826 New
AI
570
Accredited Investors
Minnesota
$221K +$204K +3,838 New
V
571
Veritable
Delaware
$220K -$75.9K -1,426 -27%
FG
572
Fiduciary Group
Georgia
$220K +$203K +3,808 New
SAG
573
Spotlight Asset Group
Illinois
$218K -$34.1K -641 -14%
SHGA
574
Sand Hill Global Advisors
California
$218K +$201K +3,779 New
EWM
575
Empirical Wealth Management
Washington
$217K -$86.2K -1,618 -30%
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