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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$33K -$4.85K -88 -13%
AIM
602
Advantage Investment Management
Iowa
$32K +$11.1K +201 +53%
PWAG
603
Polaris Wealth Advisory Group
California
$29K +$17.6K +320 +155%
LWS
604
Lucia Wealth Services
California
$29K +$28.5K +518 New
FCB
605
First Command Bank
Texas
$28K -$12.8K -232 -31%
FCFS
606
First Command Financial Services
Texas
$28K -$12.8K -232 -31%
CWM
607
Cedar Wealth Management
California
$28K – – –
EWM
608
Edge Wealth Management
New York
$28K – – –
ME
609
McIlrath & Eck
Washington
$28K – – –
PGWM
610
Parisi Gray Wealth Management
New Jersey
$28K – – –
MWPCG
611
Measured Wealth Private Client Group
New Hampshire
$26K +$25.6K +464 New
CG
612
Cutler Group
California
$25K -$6.28K -114 -20%
SMFS
613
Squar Milner Financial Services
California
$24K +$8.54K +155 +54%
AA
614
AlphaMark Advisors
Kentucky
$23K -$6.83K -124 -23%
DAM
615
Delta Asset Management
Tennessee
$23K – – –
GI
616
Gradient Investments
Minnesota
$23K – – –
LWA
617
Lowe Wealth Advisors
Maryland
$23K – – –
MMG
618
Monetary Management Group
Missouri
$23K – – –
SIAP
619
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K – – –
CIA
620
Cascade Investment Advisors
Oregon
$22.8K – – –
FPFS
621
First Personal Financial Services
North Carolina
$22K – – –
VNA
622
Valley National Advisers
Pennsylvania
$22K – – –
DOA
623
D'Orazio & Associates
Virginia
$22K +$220 +4 +1%
DSI
624
Daiwa SB Investments
Japan
$22K +$1.71K +31 +9%
SCM
625
Silvant Capital Management
Georgia
$21K – – –
23 24
25
26 27