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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
576
Sequoia Financial Advisors
Ohio
$266K +$20.6K +348 +9%
ZAM
577
Zevin Asset Management
Massachusetts
$263K
CFB
578
Cullen/Frost Bankers
Texas
$263K +$14.4K +243 +6%
CCM
579
Coldstream Capital Management
Washington
$262K -$18.4K -311 -7%
NIM
580
NuWave Investment Management
New Jersey
$259K +$253K +4,287 +61,243%
SFG
581
Sovereign Financial Group
Connecticut
$259K +$254K +4,304 New
CIA
582
Capital Investment Advisors
Georgia
$258K -$4.43K -75 -2%
SBIA
583
Sheaff Brock Investment Advisors
Indiana
$257K +$13K +220 +5%
CRWM
584
Castle Rock Wealth Management
California
$256K
ITIM
585
Indiana Trust & Investment Management
Indiana
$255K
SIA
586
Soltis Investment Advisors
Utah
$255K +$3.6K +61 +1%
VAS
587
Vestmark Advisory Solutions
Massachusetts
$253K +$9.99K +169 +4%
CFGS
588
Concourse Financial Group Securities
Alabama
$253K +$19.4K +329 +9%
CCM
589
Covington Capital Management
California
$251K
1WA
590
180 Wealth Advisors
Washington
$251K +$1.71K +29 +0.7%
SAM
591
Strategy Asset Managers
California
$250K -$2.01K -34 -0.8%
CAM
592
Cresset Asset Management
Illinois
$249K +$243K +4,116 New
PP
593
Prosperity Planning
Missouri
$249K +$244K +4,127 New
BCM
594
Bluefin Capital Management
New York
$249K +$244K +4,128 New
FCA
595
FLC Capital Advisors
California
$247K
CAM
596
Columbia Asset Management
Michigan
$247K +$21.3K +361 +10%
Vanguard Personalized Indexing Management
597
Vanguard Personalized Indexing Management
California
$246K +$19.3K +326 +9%
S
598
SignatureFD
Georgia
$246K +$37.9K +642 +19%
Citadel Advisors
599
Citadel Advisors
Florida
$243K -$37.8M -639,770 -99%
FG
600
Fiduciary Group
Georgia
$243K +$10.8K +182 +5%