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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCFM
576
JBR Co Financial Management
Oklahoma
$791K +$723K +13,777 New
UCFA
577
United Capital Financial Advisors
Texas
$789K +$77.1K +1,468 +12%
RCM
578
Raleigh Capital Management
North Carolina
$787K -$23.9K -456 -3%
TBC
579
Ted Buchan & Co
California
$785K -$50.3K -959 -7%
CCIA
580
Campbell & Co Investment Adviser
Maryland
$785K +$718K +13,674 New
DSC
581
Duncker Streett & Co
Missouri
$780K -$15K -286 -2%
ICA
582
Infrastructure Capital Advisors
New York
$778K +$711K +13,552 New
TG
583
TCW Group
California
$776K +$698K +13,289 New
PWM
584
Perigon Wealth Management
California
$774K +$292K +5,558 +70%
PA
585
PFW Advisors
Georgia
$773K -$69.8K -1,330 -9%
LIM
586
Loudon Investment Management
New Hampshire
$762K +$293K +5,590 +73%
EFS
587
Essex Financial Services
Connecticut
$759K -$37.8K -721 -5%
BS
588
Banco Santander
Spain
$758K – – –
MLA
589
My Legacy Advisors
Oregon
$754K +$630 +12 +0.1%
PA
590
Profund Advisors
Maryland
$741K +$130K +2,475 +24%
SIC
591
Samalin Investment Counsel
New York
$733K +$157K +2,993 +31%
FPAS
592
Focus Partners Advisor Solutions
Missouri
$731K +$668K +12,722 New
CG
593
Cutler Group
California
$726K -$42.5K -809 -6%
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$724K +$92K +1,752 +16%
CSC
595
Caldwell Sutter Capital
California
$716K -$37K -705 -5%
AWA
596
Arkadios Wealth Advisors
Georgia
$708K +$334K +6,360 +106%
SEP
597
Southland Equity Partners
Missouri
$708K +$1.52K +29 +0.2%
BWP
598
Balboa Wealth Partners
Arizona
$701K +$258K +4,910 +67%
MIM
599
Moseley Investment Management
Florida
$685K +$90.1K +1,716 +17%
JWM
600
Jeppson Wealth Management
California
$677K -$173K -3,298 -22%
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