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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
601
Allen Capital Group
Nebraska
$850K -$60.6K -1,041 -6%
GFM
602
GF Fund Management
China
$845K +$922K +15,825 New
EFS
603
Essex Financial Services
Connecticut
$833K +$27.4K +471 +3%
MWM
604
Modern Wealth Management
Kansas
$829K +$132K +2,263 +17%
RYIA
605
Roehl & Yi Investment Advisors
Oregon
$827K +$901K +15,477 New
CIA
606
Compass Ion Advisors
Pennsylvania
$826K -$18.1K -310 -2%
VHAM
607
Van Hulzen Asset Management
California
$824K -$1.49M -25,536 -62%
RPCONE
608
Retirement Planning Company of New England
Rhode Island
$824K +$74K +1,270 +9%
PWM
609
Perigon Wealth Management
California
$818K -$3.49K -60 -0.4%
NEWAS
610
N.E.W. Advisory Services
Wisconsin
$818K +$105K +1,809 +13%
CSIC
611
Clifford Swan Investment Counsel
California
$818K -$15.4K -264 -2%
SFSG
612
Sound Financial Strategies Group
Mississippi
$816K +$317K +5,435 +55%
FNT
613
First National Trust
Pennsylvania
$810K -$27.2K -467 -3%
LNWWM
614
Laird Norton Wetherby Wealth Management
California
$802K +$166K +2,850 +23%
AWC
615
Abundance Wealth Counselors
Pennsylvania
$794K +$60.7K +1,043 +8%
FCM
616
Fourpath Capital Management
Oklahoma
$793K -$34.8K -598 -4%
NP
617
NorthRock Partners
Minnesota
$791K -$148K -2,538 -15%
MCC
618
Money Concepts Capital
Florida
$787K +$48.9K +840 +6%
WSFS
619
Wilmington Savings Fund Society
Delaware
$779K -$98.4K -1,690 -10%
LMKC
620
L.M. Kohn & Company
Ohio
$779K -$31.7K -544 -4%
UCFA
621
United Capital Financial Advisors
Texas
$778K -$92.1K -1,582 -10%
SS
622
Sunbelt Securities
Texas
$773K +$201K +3,445 +31%
FPAS
623
Focus Partners Advisor Solutions
Missouri
$773K -$173K -2,970 -17%
HIA
624
Harbor Investment Advisory
Maryland
$773K – – –
WBC
625
Westpac Banking Corp
Australia
$773K – – –
23 24
25
26 27