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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
601
Verus Capital Partners
Arizona
$851K -$46.9K -788 -6%
SBH
602
Segall Bryant & Hamill
Illinois
$843K +$791K +13,300 New
MWM
603
Modern Wealth Management
Kansas
$841K -$833 -14 -0.1%
BSG
604
Black Swift Group
Colorado
$840K +$110K +1,850 +16%
DSC
605
Duncker Streett & Co
Missouri
$838K +$119 +2 +0%
FCM
606
FJ Capital Management
Virginia
$833K +$782K +13,138 New
MIM
607
Moseley Investment Management
Florida
$828K +$60 +1 +0%
SI
608
Stephens Inc
Arkansas
$825K -$16.9K -284 -2%
WAC
609
William Allan Corp
Colorado
$821K +$29.2K +490 +4%
ICA
610
Infrastructure Capital Advisors
New York
$817K -$9.22K -155 -1%
CWP
611
Cyndeo Wealth Partners
Florida
$813K +$5.42K +91 +0.7%
LFA
612
Legacy Financial Advisors
Kentucky
$811K -$3.09K -52 -0.4%
MAS
613
Meeder Advisory Services
Ohio
$807K -$77.5K -1,303 -9%
CPRC
614
Consolidated Portfolio Review Corp
New York
$802K +$34.6K +582 +5%
HI
615
Harbour Investments
Wisconsin
$801K -$36.2K -609 -5%
MFWP
616
Mosaic Family Wealth Partners
Missouri
$792K -$52.8K -888 -7%
CIC
617
Cornercap Investment Counsel
Georgia
$790K -$451K -7,574 -38%
BRWA
618
B. Riley Wealth Advisors
Florida
$781K -$51.4K -863 -7%
CFGS
619
Concourse Financial Group Securities
Alabama
$776K +$56.8K +955 +8%
HI
620
Horizon Investments
North Carolina
$775K +$14.2K +238 +2%
LNWWM
621
Laird Norton Wetherby Wealth Management
California
$771K -$14.9K -250 -2%
GI
622
GAMMA Investing
California
$767K +$145K +2,437 +25%
KMWM
623
Keudell/Morrison Wealth Management
Oregon
$758K +$25.5K +428 +4%
PWMG
624
Prestige Wealth Management Group
New Jersey
$757K +$660K +11,093 +1,319%
TG
625
TCW Group
California
$756K -$16.8K -283 -2%
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