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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
551
Ballentine Partners
Massachusetts
$257K +$31.2K +528 +14%
CRWM
552
Castle Rock Wealth Management
California
$255K +$261K +4,412 New
1WA
553
180 Wealth Advisors
Washington
$253K -$1.66K -28 -0.6%
ITIM
554
Indiana Trust & Investment Management
Indiana
$249K -$25K -423 -9%
CFG
555
Cooper Financial Group
California
$248K – – –
SAM
556
Strategy Asset Managers
California
$247K -$887 -15 -0.4%
SIA
557
Soltis Investment Advisors
Utah
$246K – – –
CCM
558
Covington Capital Management
California
$245K – – –
CFB
559
Cullen/Frost Bankers
Texas
$243K -$286K -4,844 -54%
CCA
560
Checchi Capital Advisers
California
$239K -$31.9K -539 -12%
SFA
561
Sequoia Financial Advisors
Ohio
$239K -$10.9K -184 -4%
SBIA
562
Sheaff Brock Investment Advisors
Indiana
$238K +$239K +4,046 New
VAS
563
Vestmark Advisory Solutions
Massachusetts
$237K +$26.7K +452 +13%
DCM
564
Donaldson Capital Management
Indiana
$236K -$16.8K -284 -7%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$236K +$237K +4,002 New
FCA
566
FLC Capital Advisors
California
$235K -$183K -3,096 -43%
WSTAM
567
Wilbanks Smith & Thomas Asset Management
Virginia
$235K -$1.72K -29 -0.7%
PA
568
PFG Advisors
Arizona
$235K +$10.2K +173 +5%
CF
569
Centaurus Financial
California
$234K +$70.6K +1,194 +43%
OIA
570
OneDigital Investment Advisors
Kansas
$233K +$234K +3,962 New
LA
571
LexAurum Advisors
Kansas
$232K +$15.3K +258 +7%
MMA
572
Miracle Mile Advisors
California
$232K +$233K +3,942 New
GIA
573
Gateway Investment Advisers
Ohio
$231K -$3.08K -52 -1%
CFGS
574
Concourse Financial Group Securities
Alabama
$228K +$19.8K +335 +10%
HAG
575
HighPoint Advisor Group
Illinois
$227K -$31.6K -535 -12%
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