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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
601
180 Wealth Advisors
Washington
$339K +$2.7K +40 +0.8%
FCFC
602
First Commonwealth Financial Corp
Pennsylvania
$337K -$24.2K -359 -6%
SBIA
603
Sheaff Brock Investment Advisors
Indiana
$337K +$21.2K +314 +6%
SWM
604
Sugarloaf Wealth Management
Georgia
$336K -$10.3K -152 -3%
CAS
605
Cascadia Advisory Services
Oregon
$336K -$338 -5 -0.1%
MIM
606
Moseley Investment Management
Florida
$336K +$41.8K +619 +13%
FHC
607
First Heartland Consultants
Missouri
$332K +$135 +2 +0%
FNT
608
First Nebraska Trust
Nebraska
$330K – – –
PG
609
Pendal Group
Australia
$329K -$195K -2,882 -36%
ATC
610
Argent Trust Co
Tennessee
$329K +$52.6K +779 +17%
PFO
611
Pathstone Family Office
New Jersey
$327K +$58.7K +870 +20%
OA
612
Oxbow Advisors
Texas
$325K -$7.02K -104 -2%
SIM
613
Sonora Investment Management
Arizona
$325K +$5.06K +75 +1%
PTC
614
Private Trust Company
Ohio
$325K +$60.6K +897 +21%
WP
615
WealthSource Partners
California
$324K -$55.5K -822 -14%
DAC
616
Dividend Assets Capital
South Carolina
$324K – – –
V
617
Veritable
Delaware
$323K +$2.97K +44 +0.9%
CIA
618
Capital Investment Advisors
Georgia
$323K +$8.03K +119 +2%
KFGK
619
Keystone Financial Group (Kentucky)
Kentucky
$321K +$11.3K +168 +3%
AL
620
Aspiriant LLC
California
$316K -$68.3K -1,011 -17%
WC
621
Weil Company
California
$315K +$339K +5,016 New
AA
622
Altman Advisors
Illinois
$314K – – –
TMAM
623
Tokio Marine Asset Management
Japan
$313K +$336K +4,976 New
S
624
SignatureFD
Georgia
$312K +$39.4K +584 +13%
CW
625
CreativeOne Wealth
Kansas
$311K +$13.1K +194 +4%
23 24
25
26 27