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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
626
Tectonic Advisors
Texas
$304K +$52.3K +796 +20%
SWIG
627
Strategic Wealth Investment Group
Kentucky
$301K -$152K -2,317 -33%
DAS
628
Dynamic Advisor Solutions
Arizona
$301K -$5.45K -83 -2%
MIM
629
Moseley Investment Management
Florida
$301K +$39.5K +601 +15%
WWM
630
Western Wealth Management
Colorado
$301K +$306K +4,651 New
AIS
631
American Investment Services
Massachusetts
$300K -$41.8K -636 -12%
CRWM
632
Castle Rock Wealth Management
California
$300K – – –
BB
633
Busey Bank
Illinois
$298K +$303K +4,612 New
CANY
634
Caxton Associates (New York)
New York
$297K +$302K +4,598 New
SAM
635
Silvercrest Asset Management
New York
$294K -$197 -3 -0.1%
GP
636
Girard Partners
Pennsylvania
$289K -$3.15K -48 -1%
ATC
637
Argent Trust Co
Tennessee
$289K +$293K +4,460 New
AI
638
Accredited Investors
Minnesota
$288K -$526 -8 -0.2%
CFB
639
Cullen/Frost Bankers
Texas
$288K +$5.45K +83 +2%
XT
640
XTX Topco
Cayman Islands
$287K +$292K +4,440 New
CCA
641
Checchi Capital Advisers
California
$286K +$28.2K +429 +11%
SAM
642
Strategy Asset Managers
California
$285K +$21.2K +322 +8%
ZAM
643
Zevin Asset Management
Massachusetts
$284K +$1.84K +28 +0.6%
WFI
644
West Family Investments
California
$284K +$289K +4,398 New
S
645
SignatureFD
Georgia
$283K +$34.8K +530 +14%
AIP
646
Ahrens Investment Partners
Louisiana
$282K +$287K +4,361 New
PFO
647
Pathstone Family Office
New Jersey
$281K +$285K +4,334 New
PTC
648
Private Trust Company
Ohio
$276K +$280K +4,268 New
FCA
649
FLC Capital Advisors
California
$275K +$9.53K +145 +4%
I
650
INVST
Indiana
$274K -$19.5K -297 -7%
24 25
26
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