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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
576
Shufro Rose & Co
New York
$245K -$21.7K -310 -9%
SFG
577
Summit Financial Group
West Virginia
$245K – – –
ZCA
578
Zeke Capital Advisors
Pennsylvania
$245K +$19.3K +275 +9%
RFN
579
RDA Financial Network
Iowa
$243K +$771 +11 +0.3%
PCS
580
Personal CFO Solutions
New Jersey
$243K +$229K +3,265 New
APP
581
Avantax Planning Partners
Iowa
$242K -$15.9K -227 -7%
S
582
SignatureFD
Georgia
$242K +$59.1K +843 +35%
LOAME
583
Lombard Odier Asset Management (Europe)
United Kingdom
$241K – – –
BP
584
Ballentine Partners
Massachusetts
$238K – – –
AW
585
ACG Wealth
Georgia
$234K -$45.4K -647 -17%
MCM
586
MAI Capital Management
Ohio
$230K – – –
PCM
587
Pointe Capital Management
Michigan
$230K – – –
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$229K – – –
BBWA
589
Bell & Brown Wealth Advisors
California
$226K – – –
BSW
590
Buckingham Strategic Wealth
Missouri
$225K -$39.8K -567 -16%
SIA
591
Strategic Investment Advisors
Michigan
$225K +$212K +3,025 New
OIA
592
OneDigital Investment Advisors
Kansas
$224K +$184K +2,629 +686%
KMWM
593
Keudell/Morrison Wealth Management
Oregon
$223K +$70 +1 +0%
FCMT
594
Founders Capital Management (Texas)
Texas
$219K – – –
HW
595
Hancock Whitney
Mississippi
$217K -$4.91K -70 -2%
DDC
596
DF Dent & Co
Maryland
$217K +$205K +2,923 New
CF
597
Centaurus Financial
California
$216K -$46.2K -659 -19%
CS
598
Comerica Securities
Michigan
$214K +$202K +2,876 New
FCFC
599
First Commonwealth Financial Corp
Pennsylvania
$213K +$201K +2,862 New
PAS
600
Park Avenue Securities
New York
$212K +$200K +2,851 New
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