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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
601
Park Avenue Securities
New York
$550K +$11.3K +165 +2%
SWM
602
SeaCrest Wealth Management
New York
$549K -$91.3K -1,329 -14%
CS
603
Comerica Securities
Michigan
$549K -$22.1K -322 -4%
AA
604
ALPS Advisors
Colorado
$545K -$121K -1,766 -18%
MCWS
605
McKinley Carter Wealth Services
West Virginia
$544K -$68.7K -1,000 -11%
B
606
Bailard
California
$537K +$4.19K +61 +0.8%
AWE
607
Avidian Wealth Enterprises
Texas
$537K +$60.6K +882 +13%
V
608
Veritable
Delaware
$533K +$96K +1,398 +22%
CCA
609
Childress Capital Advisors
Texas
$532K -$496K -7,213 -48%
DFCM
610
Dark Forest Capital Management
Puerto Rico
$529K +$501K +7,296 +1,604%
MNBTD
611
Moody National Bank Trust Division
Texas
$529K +$532K +7,743 New
CI
612
Cigna Investments
Connecticut
$527K -$148K -2,155 -22%
EI
613
Ellevest Inc
New York
$525K -$10.5K -153 -2%
NWM
614
Northcape Wealth Management
New York
$524K -$31.5K -458 -6%
BFC
615
Blue Fin Capital
Rhode Island
$523K – – –
SCM
616
Spreng Capital Management
Ohio
$521K – – –
BTI
617
Blue Trust Inc
Georgia
$520K +$515K +7,502 New
SBIA
618
Sheaff Brock Investment Advisors
Indiana
$518K +$5.77K +84 +1%
SEP
619
Southland Equity Partners
Missouri
$509K – – –
EAM
620
Evanson Asset Management
California
$508K +$511K +7,435 New
AWM
621
AllSquare Wealth Management
New York
$502K – – –
WC
622
Whitney & Co
New York
$500K +$30.9K +450 +7%
BP
623
Ballentine Partners
Massachusetts
$496K +$50.8K +739 +11%
WI
624
Wintrust Investments
Illinois
$493K +$110K +1,602 +29%
OCG
625
Opus Capital Group
Ohio
$492K +$38.7K +563 +8%
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