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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
601
Monetary Management Group
Missouri
$22K – – –
ADL
602
Asset Dedication LLC
California
$22K +$21.8K +430 New
CIA
603
Cascade Investment Advisors
Oregon
$21.5K – – –
GI
604
Gradient Investments
Minnesota
$21K -$18.9K -373 -48%
FPFS
605
First Personal Financial Services
North Carolina
$21K -$1.17K -23 -5%
SIAP
606
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K +$21K +414 New
VNA
607
Valley National Advisers
Pennsylvania
$20K – – –
AIM
608
Advantage Investment Management
Iowa
$20K +$51 +1 +0.3%
DOA
609
D'Orazio & Associates
Virginia
$20K +$253 +5 +1%
DSI
610
Daiwa SB Investments
Japan
$19K -$103K -2,023 -85%
CB
611
Community Bank
New York
$19K – – –
SCM
612
Silvant Capital Management
Georgia
$19K – – –
LFG
613
LifePlan Financial Group
Ohio
$18K – – –
MSFP
614
Mark Sheptoff Financial Planning
Connecticut
$18K – – –
MSE
615
MUFG Securities EMEA
United Kingdom
$17K +$16.7K +329 New
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17K – – –
SWA
617
Sutton Wealth Advisors
Florida
$16.7K – – –
FIB
618
First Interstate Bank
Montana
$16K – – –
HR
619
Howe & Rusling
New York
$16K – – –
SIS
620
Sound Income Strategies
Florida
$16K – – –
RE
621
RBC Europe
United Kingdom
$15.3K – – –
FMB
622
Field & Main Bank
Kentucky
$15K +$3.95K +78 +38%
SMFS
623
Squar Milner Financial Services
California
$15K +$14.6K +288 New
PMFA
624
Plante Moran Financial Advisors
Michigan
$14K +$3.35K +66 +34%
KJWM
625
Kiley Juergens Wealth Management
Washington
$14K +$14.5K +287 New