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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
626
Private Trust Company
Ohio
$493K +$125K +1,820 +27%
RF
627
Rollins Financial
Georgia
$490K -$39.7K -576 -6%
BWM
628
Buckley Wealth Management
Nevada
$489K -$148K -2,144 -20%
GIA
629
Guyasuta Investment Advisors
Pennsylvania
$487K – – –
BTI
630
Blue Trust Inc
Georgia
$486K -$26.5K -385 -5%
PAG
631
Powers Advisory Group
Illinois
$485K +$8.96K +130 +2%
MFS
632
Mirabella Financial Services
United Kingdom
$484K +$576K +8,355 New
DA
633
DCM Advisors
New York
$482K -$130K -1,887 -19%
CAN
634
Claraphi Advisory Network
United States
$476K -$3.79K -55 -0.7%
KM
635
Kalos Management
Georgia
$472K -$31.9K -462 -6%
AWE
636
Avidian Wealth Enterprises
Texas
$472K +$17.1K +248 +3%
LNWWM
637
Laird Norton Wetherby Wealth Management
California
$470K -$18.5K -268 -3%
CW
638
CreativeOne Wealth
Kansas
$466K -$22.8K -330 -4%
AWM
639
Adams Wealth Management
Utah
$464K -$49.4K -717 -8%
O
640
Ossiam
France
$464K +$526K +7,622 +2,203%
SWA
641
Stratos Wealth Advisors
Ohio
$457K -$131K -1,905 -20%
CS
642
Comerica Securities
Michigan
$456K -$14.1K -204 -3%
AA
643
ALPS Advisors
Colorado
$455K -$11.7K -170 -2%
BP
644
Ballentine Partners
Massachusetts
$452K +$32.6K +473 +7%
CCA
645
Childress Capital Advisors
Texas
$450K – – –
B
646
Bailard
California
$448K -$11.1K -161 -2%
BFC
647
Blue Fin Capital
Rhode Island
$446K – – –
CI
648
Cigna Investments
Connecticut
$444K -$8K -116 -2%
GFS
649
GYL Financial Synergies
Connecticut
$440K +$66.5K +964 +15%
ISWM
650
Independent Solutions Wealth Management
New York
$439K +$113K +1,646 +28%
24 25
26
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