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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
601
Zevin Asset Management
Massachusetts
$269K – – –
GC
602
Grimes & Company
Massachusetts
$266K +$256K +4,321 New
SFG
603
Sovereign Financial Group
Connecticut
$265K +$296 +5 +0.1%
FRM
604
Fox Run Management
Connecticut
$264K +$254K +4,291 New
C
605
Certuity
Florida
$263K +$253K +4,266 New
CCM
606
Coldstream Capital Management
Washington
$262K -$4.68K -79 -2%
OA
607
Oxbow Advisors
Texas
$261K -$47.3K -799 -16%
SIA
608
Soltis Investment Advisors
Utah
$261K – – –
ITIM
609
Indiana Trust & Investment Management
Indiana
$260K -$59 -1 -0%
LFAS
610
Level Four Advisory Services
Texas
$259K -$16.1K -271 -6%
CI
611
Conning Inc
Connecticut
$257K -$26.2K -443 -10%
CCM
612
Covington Capital Management
California
$256K – – –
RBCM
613
Raub Brock Capital Management
California
$256K +$246K +4,154 New
BP
614
Ballentine Partners
Massachusetts
$255K +$11.6K +195 +5%
PP
615
Prosperity Planning
Missouri
$254K – – –
FCA
616
FLC Capital Advisors
California
$253K – – –
SAM
617
Strategy Asset Managers
California
$251K -$4.03K -68 -2%
PWP
618
Principle Wealth Partners
Connecticut
$251K +$12.2K +206 +5%
MIM
619
Moseley Investment Management
Florida
$249K +$240K +4,048 New
WI
620
Wintrust Investments
Illinois
$248K -$36.4K -615 -13%
NAG
621
Northstar Advisory Group
New Jersey
$248K +$25.1K +423 +12%
OIA
622
OneDigital Investment Advisors
Kansas
$245K +$4.62K +78 +2%
CCA
623
Checchi Capital Advisers
California
$245K +$8.71K +147 +4%
RWB
624
RMR Wealth Builders
New Jersey
$245K +$160K +2,702 +212%
CIAS
625
Capital Investment Advisory Services
North Carolina
$243K +$3.08K +52 +1%
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