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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
WESPAC Advisors
California
$216K +$211K +3,578 New
CFA
627
Carroll Financial Associates
North Carolina
$214K – – –
AMG
628
Advisors Management Group
Wisconsin
$212K +$3.49K +59 +2%
PTC
629
Private Trust Company
Ohio
$211K – – –
LNWWM
630
Laird Norton Wetherby Wealth Management
California
$210K -$4.85K -82 -2%
MFA
631
Mayflower Financial Advisors
Massachusetts
$210K +$206K +3,478 New
GVAG
632
Great Valley Advisor Group
Delaware
$210K +$206K +3,480 New
PFM
633
Parsec Financial Management
North Carolina
$206K – – –
FTDI
634
First Trust Direct Indexing
Massachusetts
$206K +$202K +3,421 New
SSG
635
Summit Securities Group
New York
$205K +$201K +3,406 New
FA
636
FMA Advisory
Pennsylvania
$202K +$198K +3,348 New
WWM
637
Wolff Wiese Magana
California
$202K +$198K +3,354 New
SDAM
638
Shulman DeMeo Asset Management
New York
$202K +$199K +3,360 New
MCM
639
MAI Capital Management
Ohio
$201K -$458K -7,746 -70%
Federated Hermes
640
Federated Hermes
Pennsylvania
$201K +$12.4K +210 +7%
GSBTD
641
Glenview State Bank Trust Department
Illinois
$201K +$197K +3,331 New
BMWM
642
Brown Miller Wealth Management
Virginia
$201K +$198K +3,345 New
AWM
643
Avior Wealth Management
Nebraska
$194K +$3.07K +52 +2%
LWCFA
644
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$186K – – –
MAM
645
Meeder Asset Management
Ohio
$184K +$23.6K +399 +15%
Twin Tree Management
646
Twin Tree Management
Texas
$179K -$1.5M -25,298 -89%
COCM
647
Charter Oak Capital Management
New Hampshire
$179K +$175K +2,964 New
SFS
648
Sowell Financial Services
Arkansas
$169K +$4.85K +82 +3%
DWMG
649
DB Wealth Management Group
California
$165K +$162K +2,737 New
MA
650
Montag & Associates
Georgia
$161K +$158K +2,678 New