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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
576
Level Four Advisory Services
Texas
$270K -$30.7K -520 -10%
IA
577
IFG Advisory
Georgia
$270K +$53.1K +899 +25%
SFA
578
Sequoia Financial Advisors
Ohio
$266K +$20.6K +348 +9%
ZAM
579
Zevin Asset Management
Massachusetts
$263K – – –
CFB
580
Cullen/Frost Bankers
Texas
$263K +$14.4K +243 +6%
CCM
581
Coldstream Capital Management
Washington
$262K -$18.4K -311 -7%
NIM
582
NuWave Investment Management
New Jersey
$259K +$253K +4,287 +61,243%
SFG
583
Sovereign Financial Group
Connecticut
$259K +$254K +4,304 New
CIA
584
Capital Investment Advisors
Georgia
$258K -$4.43K -75 -2%
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$257K +$13K +220 +5%
CRWM
586
Castle Rock Wealth Management
California
$256K – – –
ITIM
587
Indiana Trust & Investment Management
Indiana
$255K – – –
SIA
588
Soltis Investment Advisors
Utah
$255K +$3.6K +61 +1%
VAS
589
Vestmark Advisory Solutions
Massachusetts
$253K +$9.99K +169 +4%
CFGS
590
Concourse Financial Group Securities
Alabama
$253K +$19.4K +329 +9%
CCM
591
Covington Capital Management
California
$251K – – –
1WA
592
180 Wealth Advisors
Washington
$251K +$1.71K +29 +0.7%
SAM
593
Strategy Asset Managers
California
$250K -$2.01K -34 -0.8%
CAM
594
Cresset Asset Management
Illinois
$249K +$243K +4,116 New
PP
595
Prosperity Planning
Missouri
$249K +$244K +4,127 New
BCM
596
Bluefin Capital Management
New York
$249K +$244K +4,128 New
FCA
597
FLC Capital Advisors
California
$247K – – –
CAM
598
Columbia Asset Management
Michigan
$247K +$21.3K +361 +10%
Vanguard Personalized Indexing Management
599
Vanguard Personalized Indexing Management
California
$246K +$19.3K +326 +9%
S
600
SignatureFD
Georgia
$246K +$37.9K +642 +19%