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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Altium Wealth Management
New York
$485K +$35.7K +519 +8%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$314K +4,571 +216%
FPS
628
Fieldpoint Private Securities
Connecticut
$474K +$2.41K +35 +0.5%
FPGK
629
Financial Partners Group (Kansas)
Kansas
$474K +$162K +2,354 +53%
BSW
630
Buckingham Strategic Wealth
Missouri
$471K -$12.5K -182 -3%
SAM
631
SignalPoint Asset Management
Missouri
$471K -$3.78K -55 -0.8%
OPS
632
Orion Portfolio Solutions
Nebraska
$469K +$29.2K +424 +7%
Cerity Partners
633
Cerity Partners
New York
$466K -$1.64M -23,824 -79%
IA
634
IndexIQ Advisors
New York
$466K -$29.6K -430 -6%
WSTAM
635
Wilbanks Smith & Thomas Asset Management
Virginia
$466K +$13.3K +194 +3%
TAM
636
Townsend Asset Management
North Carolina
$463K -$14K -203 -3%
WPA
637
West Paces Advisors
Georgia
$461K +$10.5K +152 +2%
PFO
638
Pathstone Family Office
New Jersey
$455K +$75.4K +1,096 +21%
CRI
639
Colonial River Investments
Virginia
$455K +$437K +6,350 New
BP
640
Ballentine Partners
Massachusetts
$452K +$139K +2,017 +47%
AA
641
Ancora Advisors
Ohio
$450K +$43.9K +639 +11%
IAG
642
Investmark Advisory Group
Connecticut
$441K +$424K +6,161 New
WTC
643
WhitTier Trust Company
Nevada
$440K -$13.5K -197 -3%
EI
644
Ellevest Inc
New York
$440K +$293K +4,265 +226%
PTC
645
Private Trust Company
Ohio
$439K +$66.4K +966 +19%
IC
646
Intersect Capital
California
$436K +$12K +174 +3%
ESB
647
Essex Savings Bank
Connecticut
$432K -$14.7K -214 -3%
WC
648
Whitney & Co
New York
$429K +$27.3K +397 +7%
TCA
649
Transcend Capital Advisors
New Jersey
$425K +$131K +1,904 +47%
NFSG
650
Newbridge Financial Services Group
Florida
$420K +$209K +3,044 +108%