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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
601
SteelPeak Wealth
California
$909K +$892K +15,772 New
GFM
602
GF Fund Management
China
$906K -$47.9K -847 -5%
AA
603
Armis Advisers
Georgia
$905K +$168K +2,968 +23%
RYIA
604
Roehl & Yi Investment Advisors
Oregon
$904K – – –
BP
605
Ballentine Partners
Massachusetts
$896K +$142K +2,512 +19%
AFM
606
Armstrong Fleming & Moore
District of Columbia
$896K +$879K +15,546 New
GWMIA
607
Global Wealth Management Investment Advisory
Florida
$890K +$113K +2,001 +15%
HSA
608
HBK Sorce Advisory
Pennsylvania
$886K +$86.7K +1,534 +11%
SW
609
SVB Wealth
Massachusetts
$877K +$861K +15,231 New
PIWA
610
Prevail Innovative Wealth Advisors
Kansas
$867K +$168K +2,967 +25%
KCM
611
Kornitzer Capital Management
Kansas
$866K +$850K +15,040 New
CIA
612
Compass Ion Advisors
Pennsylvania
$866K -$12K -213 -1%
FNT
613
First National Trust
Pennsylvania
$862K -$3.45K -61 -0.4%
FTWA
614
Fifth Third Wealth Advisors
Ohio
$859K -$30.6K -542 -4%
ICA
615
Infrastructure Capital Advisors
New York
$857K +$26.3K +465 +3%
LA
616
LM Advisors
California
$856K +$169K +2,983 +25%
PFS
617
Prospera Financial Services
Texas
$854K -$443K -7,831 -35%
PCIA
618
Prime Capital Investment Advisors
Kansas
$853K -$264K -4,677 -24%
ACI
619
Alpha Cubed Investments
California
$852K -$90.7K -1,604 -10%
TA
620
TFG Advisers
Michigan
$845K +$12.1K +214 +1%
DWM
621
Denver Wealth Management
Colorado
$837K +$16K +283 +2%
HIA
622
Harbor Investment Advisory
Maryland
$833K – – –
NIWA
623
New Insight Wealth Advisors
California
$829K +$306K +5,415 +60%
PIA
624
Perennial Investment Advisors
California
$825K -$182K -3,214 -18%
HI
625
Horizon Investments
North Carolina
$823K +$72.4K +1,281 +10%
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