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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
601
Ballentine Partners
Massachusetts
$238K -$25.4K -429 -10%
GIM
602
Goelzer Investment Management
Indiana
$236K -$97.3K -1,646 -30%
OIA
603
OneDigital Investment Advisors
Kansas
$236K -$2.96K -50 -1%
CIAS
604
Capital Investment Advisory Services
North Carolina
$235K +$18.3K +310 +9%
AI
605
Accredited Investors
Minnesota
$234K +$1.48K +25 +0.6%
CF
606
Centaurus Financial
California
$233K -$6.15K -104 -3%
PWP
607
Principle Wealth Partners
Connecticut
$233K +$229K +3,871 New
CCA
608
Checchi Capital Advisers
California
$231K -$12.6K -214 -5%
SAM
609
Silvercrest Asset Management
New York
$230K -$473 -8 -0.2%
MWM
610
Mattern Wealth Management
Kansas
$230K +$226K +3,818 New
SAG
611
Spotlight Asset Group
Illinois
$228K -$2.66K -45 -1%
BA
612
Bennicas & Associates
California
$227K – – –
IAIM
613
International Assets Investment Management
Florida
$226K +$222K +3,753 New
PA
614
PFG Advisors
Arizona
$225K -$7.45K -126 -3%
SLF
615
Sun Life Financial
Ontario, Canada
$224K -$350K -5,926 -61%
GIA
616
Gateway Investment Advisers
Ohio
$224K -$12.2K -206 -5%
SC
617
Scotia Capital
Ontario, Canada
$222K +$887 +15 +0.4%
TMAM
618
Tokio Marine Asset Management
Japan
$222K +$8.21K +139 +4%
SHGA
619
Sand Hill Global Advisors
California
$220K -$7.39K -125 -3%
NAG
620
Northstar Advisory Group
New Jersey
$218K +$213K +3,612 New
ARMT
621
Amica Retiree Medical Trust
Rhode Island
$217K – – –
LIM
622
Leavell Investment Management
Alabama
$217K – – –
SP
623
Successful Portfolios
Florida
$216K -$9.16K -155 -4%
WA
624
WESPAC Advisors
California
$216K +$211K +3,578 New
CFA
625
Carroll Financial Associates
North Carolina
$214K – – –
23 24
25
26 27