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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
601
NorthRock Partners
Minnesota
$938K +$75.4K +1,363 +9%
RPCONE
602
Retirement Planning Company of New England
Rhode Island
$937K +$40.7K +735 +5%
MWM
603
Modern Wealth Management
Kansas
$934K +$32.1K +580 +4%
RYIA
604
Roehl & Yi Investment Advisors
Oregon
$910K +$12.1K +218 +1%
SI
605
Stephens Inc
Arkansas
$907K +$239K +4,309 +38%
NEWAS
606
N.E.W. Advisory Services
Wisconsin
$899K +$10.3K +186 +1%
KMWM
607
Keudell/Morrison Wealth Management
Oregon
$899K +$78.9K +1,426 +10%
MSA
608
MUFG Securities Americas
New York
$899K +$142K +2,572 +20%
FTWA
609
Fifth Third Wealth Advisors
Ohio
$897K +$59.3K +1,072 +7%
CW
610
Code Waechter
Florida
$890K -$312K -5,643 -27%
VHAM
611
Van Hulzen Asset Management
California
$889K -$5.26K -95 -0.6%
CIA
612
Compass Ion Advisors
Pennsylvania
$885K -$11.8K -213 -1%
GSEP
613
Golden State Equity Partners
California
$873K -$436K -7,873 -34%
FNT
614
First National Trust
Pennsylvania
$871K -$8.3K -150 -1%
FCM
615
Fourpath Capital Management
Oklahoma
$860K -$2.1K -38 -0.3%
LFA
616
Legacy Financial Advisors
Kentucky
$854K +$20K +361 +3%
LMKC
617
L.M. Kohn & Company
Ohio
$847K +$1.5K +27 +0.2%
AWM
618
AE Wealth Management
Kansas
$846K +$105K +1,888 +15%
HIA
619
Harbor Investment Advisory
Maryland
$839K – – –
TA
620
TFG Advisers
Michigan
$838K +$17.7K +319 +2%
ICA
621
Infrastructure Capital Advisors
New York
$836K +$51.5K +930 +7%
SW
622
SMART Wealth
Nebraska
$836K +$35.1K +634 +5%
PWM
623
Perigon Wealth Management
California
$830K -$37.9K -685 -5%
GS
624
GWN Securities
Florida
$828K +$323K +5,833 +65%
CSIC
625
Clifford Swan Investment Counsel
California
$827K -$58.1K -1,050 -7%
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