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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
RC
601
RegentAtlantic Capital
New Jersey
$571K -$82.3K -1,197 -13%
SEP
602
Southland Equity Partners
Missouri
$564K -$379K -5,518 -41%
SS
603
Simplicity Solutions
Minnesota
$564K +$36.4K +530 +7%
PAG
604
Powers Advisory Group
Illinois
$563K +$540K +7,860 New
FPCG
605
Fort Pitt Capital Group
Pennsylvania
$557K +$535K +7,783 New
LC
606
Lindbrook Capital
California
$556K +$295K +4,290 +123%
GJIC
607
Gamble Jones Investment Counsel
California
$555K +$21.2K +309 +4%
1WA
608
180 Wealth Advisors
Washington
$555K +$217K +3,157 +63%
OSAM
609
O'Shaughnessy Asset Management
Connecticut
$554K +$302K +4,396 +132%
CW
610
CreativeOne Wealth
Kansas
$552K +$190K +2,767 +56%
NWM
611
Northcape Wealth Management
New York
$549K +$527K +7,670 New
BFC
612
Blue Fin Capital
Rhode Island
$548K -$16.8K -245 -3%
ACWM
613
Adams Chetwood Wealth Management
North Carolina
$545K -$16.2K -236 -3%
IA
614
IFG Advisory
Georgia
$544K +$86.5K +1,258 +20%
CCA
615
Checchi Capital Advisers
California
$543K +$229K +3,332 +78%
SCM
616
Spreng Capital Management
Ohio
$541K -$37.9K -551 -7%
TFA
617
Teamwork Financial Advisors
Texas
$527K -$26.5K -385 -5%
PAS
618
Park Avenue Securities
New York
$527K +$209K +3,043 +70%
AWM
619
AllSquare Wealth Management
New York
$526K +$505K +7,347 New
Lido Advisors
620
Lido Advisors
California
$524K -$25K -363 -5%
WFI
621
West Family Investments
California
$519K +$186K +2,700 +59%
CCM
622
Coldstream Capital Management
Washington
$518K +$164K +2,385 +49%
FTDI
623
First Trust Direct Indexing
Massachusetts
$515K +$106K +1,541 +27%
HI
624
Harbour Investments
Wisconsin
$506K -$453K -6,590 -48%
RF
625
Rollins Financial
Georgia
$501K +$481K +7,000 New