We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
576
RDA Financial Network
Iowa
$243K +$771 +11 +0.3%
PCS
577
Personal CFO Solutions
New Jersey
$243K +$229K +3,265 New
APP
578
Avantax Planning Partners
Iowa
$242K -$15.9K -227 -7%
S
579
SignatureFD
Georgia
$242K +$59.1K +843 +35%
LOAME
580
Lombard Odier Asset Management (Europe)
United Kingdom
$241K – – –
BP
581
Ballentine Partners
Massachusetts
$238K – – –
AW
582
ACG Wealth
Georgia
$234K -$45.4K -647 -17%
MCM
583
MAI Capital Management
Ohio
$230K – – –
PCM
584
Pointe Capital Management
Michigan
$230K – – –
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
BBWA
586
Bell & Brown Wealth Advisors
California
$226K – – –
BSW
587
Buckingham Strategic Wealth
Missouri
$225K -$39.8K -567 -16%
SIA
588
Strategic Investment Advisors
Michigan
$225K +$212K +3,025 New
OIA
589
OneDigital Investment Advisors
Kansas
$224K +$184K +2,629 +686%
KMWM
590
Keudell/Morrison Wealth Management
Oregon
$223K +$70 +1 +0%
FCMT
591
Founders Capital Management (Texas)
Texas
$219K – – –
HW
592
Hancock Whitney
Mississippi
$217K -$4.91K -70 -2%
DDC
593
DF Dent & Co
Maryland
$217K +$205K +2,923 New
CF
594
Centaurus Financial
California
$216K -$46.2K -659 -19%
CS
595
Comerica Securities
Michigan
$214K +$202K +2,876 New
FCFC
596
First Commonwealth Financial Corp
Pennsylvania
$213K +$201K +2,862 New
PAS
597
Park Avenue Securities
New York
$212K +$200K +2,851 New
SVWAG
598
Sound View Wealth Advisors Group
Georgia
$212K +$200K +2,857 New
MNBTD
599
Moody National Bank Trust Division
Texas
$208K +$196K +2,801 New
ACM
600
Allred Capital Management
Texas
$207K +$195K +2,780 New
22 23
24
25 26