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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
626
Shufro Rose & Co
New York
$236K – – –
SFG
627
Summit Financial Group
West Virginia
$235K – – –
BP
628
Ballentine Partners
Massachusetts
$235K +$6.41K +86 +3%
SW
629
SVB Wealth
Massachusetts
$235K +$246K +3,298 New
PCS
630
Personal CFO Solutions
New Jersey
$233K +$223 +3 +0.1%
BRWA
631
B. Riley Wealth Advisors
Florida
$231K -$17.7K -237 -7%
LOAME
632
Lombard Odier Asset Management (Europe)
United Kingdom
$231K – – –
APP
633
Avantax Planning Partners
Iowa
$228K -$4.92K -66 -2%
AW
634
ACG Wealth
Georgia
$227K +$2.98K +40 +1%
BCM
635
Bayesian Capital Management
New York
$226K +$236K +3,170 New
BBWA
636
Bell & Brown Wealth Advisors
California
$225K – – –
KFGK
637
Keystone Financial Group (Kentucky)
Kentucky
$223K -$30.1K -404 -11%
BUB
638
BBVA USA Bancshares
Texas
$223K +$233K +3,123 New
CCM
639
Cadence Capital Management
Massachusetts
$223K +$233K +3,125 New
DAC
640
Dividend Assets Capital
South Carolina
$221K -$69.2K -929 -23%
PCM
641
Pointe Capital Management
Michigan
$221K – – –
SIA
642
Strategic Investment Advisors
Michigan
$221K +$5.44K +73 +2%
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$220K – – –
WCA
644
Westover Capital Advisors
Delaware
$216K +$226K +3,034 New
KMWM
645
Keudell/Morrison Wealth Management
Oregon
$213K -$819 -11 -0.4%
WP
646
WealthPLAN Partners
Nebraska
$213K +$6.26K +84 +3%
MCM
647
MAI Capital Management
Ohio
$212K -$9.76K -131 -4%
CS
648
Comerica Securities
Michigan
$211K +$5.66K +76 +3%
VCM
649
Vision Capital Management
Oregon
$211K +$220K +2,953 New
OIA
650
OneDigital Investment Advisors
Kansas
$210K -$5.07K -68 -2%
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