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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
576
West Paces Advisors
Georgia
$395K +$41K +607 +11%
AWM
577
Altium Wealth Management
New York
$393K +$85.9K +1,273 +26%
TW
578
TrinityPoint Wealth
Connecticut
$389K +$22.8K +337 +6%
FHA
579
Flagship Harbor Advisors
Massachusetts
$386K – – –
OPS
580
Orion Portfolio Solutions
Nebraska
$385K +$70.3K +1,042 +20%
VWA
581
Visionary Wealth Advisors
Illinois
$382K +$27K +400 +7%
BMSSC
582
B. Metzler seel. Sohn & Co
Germany
$380K – – –
GIA
583
Gateway Investment Advisers
Ohio
$378K +$71.8K +1,064 +22%
IC
584
Intersect Capital
California
$371K +$399K +5,910 New
CHA
585
Cooper/Haims Advisors
New York
$370K – – –
WB
586
WesBanco Bank
West Virginia
$369K – – –
NRI
587
NFP Retirement Inc
California
$369K +$3.44K +51 +0.9%
JBA
588
Johnson Bixby & Associates
Washington
$367K +$338 +5 +0.1%
CFGS
589
Concourse Financial Group Securities
Alabama
$366K +$17.1K +254 +5%
AMIM
590
Aull & Monroe Investment Management
Alabama
$363K – – –
MA
591
MUFG Americas
New York
$361K -$30.3K -449 -7%
CIA
592
Cohen Investment Advisors
New Hampshire
$359K +$1.42K +21 +0.4%
VI
593
Vestcor Inc
New Brunswick, Canada
$357K -$3.85M -57,036 -91%
AA
594
Ancora Advisors
Ohio
$355K – – –
FTDI
595
First Trust Direct Indexing
Massachusetts
$355K +$33.8K +500 +10%
WC
596
Whitney & Co
New York
$352K +$6.95K +103 +2%
RWA
597
Redhawk Wealth Advisors
Minnesota
$349K +$3.44K +51 +0.9%
VIA
598
Vident Investment Advisory
Georgia
$347K +$17.7K +262 +5%
BF
599
BOK Financial
Oklahoma
$341K +$366K +5,427 New
ACM
600
Alethea Capital Management
Washington
$341K +$367K +5,432 New
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