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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CB
626
Community Bank
New York
$20K – – –
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$8.15K +148 +72%
SWP
628
Strategic Wealth Partners
Ohio
$19K -$8.92K -162 -32%
LFG
629
LifePlan Financial Group
Ohio
$19K – – –
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
FDCDDQ
631
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K – – –
FIB
632
First Interstate Bank
Montana
$17K – – –
HR
633
Howe & Rusling
New York
$17K – – –
SIS
634
Sound Income Strategies
Florida
$17K – – –
BWA
635
BDO Wealth Advisors
Florida
$17K +$17.1K +310 New
RE
636
RBC Europe
United Kingdom
$16.2K – – –
FMB
637
Field & Main Bank
Kentucky
$16K – – –
KJWM
638
Kiley Juergens Wealth Management
Washington
$15K – – –
WIM
639
Westside Investment Management
California
$14.7K – – –
SNT
640
Security National Trust
West Virginia
$14K – – –
SIC
641
Salem Investment Counselors
North Carolina
$14K +$165 +3 +1%
PCTC
642
Perkins Coie Trust Company
Washington
$13K – – –
PRS
643
Pinkerton Retirement Specialists
Idaho
$13K +$165 +3 +1%
APP
644
Avantax Planning Partners
Iowa
$13K +$13.2K +240 New
CIA
645
CSat Investment Advisory
Michigan
$12K -$110 -2 -0.9%
TPWA
646
TRUE Private Wealth Advisors
Oregon
$11.3K +$11.2K +204 New
AC
647
Avestar Capital
New York
$11K -$826 -15 -6%
SFG
648
SevenBridge Financial Group
Pennsylvania
$11K – – –
ADL
649
Asset Dedication LLC
California
$10K -$14K -255 -59%
AIM
650
Arcadia Investment Management
Michigan
$10K – – –