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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
Tectonic Advisors
Texas
$241K +$232K +3,910 New
AMG
627
Advisors Management Group
Wisconsin
$238K +$20.6K +347 +10%
S
628
SignatureFD
Georgia
$237K -$14.3K -242 -6%
GIA
629
Gateway Investment Advisers
Ohio
$236K +$7.52K +127 +3%
GVAG
630
Great Valley Advisor Group
Delaware
$236K +$21.7K +367 +11%
FHB
631
First Hawaiian Bank
Hawaii
$235K -$109K -1,845 -33%
GIM
632
Goelzer Investment Management
Indiana
$235K -$6.1K -103 -3%
MWM
633
Mattern Wealth Management
Kansas
$235K – – –
WA
634
WESPAC Advisors
California
$235K +$14.2K +239 +7%
SAG
635
Spotlight Asset Group
Illinois
$233K – – –
FPGK
636
Financial Partners Group (Kansas)
Kansas
$233K +$224K +3,786 New
BA
637
Bennicas & Associates
California
$232K – – –
WANY
638
Wealthspire Advisors (New York)
New York
$232K +$224K +3,775 New
MA
639
Montag & Associates
Georgia
$229K +$61.7K +1,042 +39%
BSG
640
Black Swift Group
Colorado
$227K +$219K +3,689 New
WP
641
WealthSource Partners
California
$226K +$218K +3,679 New
SHGA
642
Sand Hill Global Advisors
California
$225K – – –
SP
643
Successful Portfolios
Florida
$225K +$4.38K +74 +2%
CFG
644
Cooper Financial Group
California
$223K -$375K -6,329 -64%
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$222K +$7.7K +130 +4%
LIM
646
Leavell Investment Management
Alabama
$221K – – –
GG
647
Gofen & Glossberg
Illinois
$221K +$212K +3,583 New
CFA
648
Carroll Financial Associates
North Carolina
$220K +$1.36K +23 +0.6%
TMAM
649
Tokio Marine Asset Management
Japan
$219K -$7.46K -126 -3%
CAC
650
Certified Advisory Corp
Florida
$218K +$210K +3,541 New
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