We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
601
Dividend Assets Capital
South Carolina
$334K – – –
RF
602
Rollins Financial
Georgia
$334K +$339K +5,160 New
FTDI
603
First Trust Direct Indexing
Massachusetts
$333K +$109K +1,662 +48%
FAIM
604
Financial Advocates Investment Management
Washington
$329K -$2.17M -33,029 -87%
SIM
605
Sonora Investment Management
Arizona
$329K – – –
V
606
Veritable
Delaware
$329K +$10.1K +153 +3%
OPS
607
Orion Portfolio Solutions
Nebraska
$329K +$14.9K +227 +5%
UH
608
Unigestion Holding
Switzerland
$327K -$1.95M -29,650 -86%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$326K +$1.97K +30 +0.6%
CIA
610
Capital Investment Advisors
Georgia
$325K -$14.4K -219 -4%
AWM
611
Altium Wealth Management
New York
$322K +$105K +1,602 +47%
MGIA
612
Moneta Group Investment Advisors
Missouri
$321K -$16.6K -253 -5%
CF
613
Centaurus Financial
California
$321K +$27.5K +418 +9%
DTL
614
Dynamic Technology Lab
Singapore
$321K +$326K +4,960 New
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$320K +$131 +2 +0%
GIA
616
Gateway Investment Advisers
Ohio
$320K +$72.7K +1,106 +29%
VCA
617
Verdence Capital Advisors
Maryland
$320K +$325K +4,941 New
AWE
618
Avidian Wealth Enterprises
Texas
$318K +$324K +4,925 New
DDC
619
DF Dent & Co
Maryland
$316K – – –
FT
620
Fiduciary Trust
Massachusetts
$314K +$319K +4,860 New
VFG
621
V2 Financial group
Illinois
$312K – – –
AA
622
Altman Advisors
Illinois
$310K – – –
CW
623
CreativeOne Wealth
Kansas
$307K -$3.81K -58 -1%
CIS
624
Connors Investor Services
Pennsylvania
$307K +$4.4K +67 +1%
GFS
625
GYL Financial Synergies
Connecticut
$305K – – –
23 24
25
26 27