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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
626
Barber Financial Group
Kansas
$527K -$25.3K -390 -4%
BTI
627
Blue Trust Inc
Georgia
$524K -$1.3K -20 -0.2%
MNBTD
628
Moody National Bank Trust Division
Texas
$524K -$32.7K -504 -6%
ICA
629
Infrastructure Capital Advisors
New York
$522K +$229K +3,531 +75%
PWM
630
Perigon Wealth Management
California
$521K +$16.3K +252 +3%
BSW
631
Buckingham Strategic Wealth
Missouri
$517K – – –
GIA
632
Guyasuta Investment Advisors
Pennsylvania
$515K -$16.2K -250 -3%
UAS
633
United Asset Strategies
New York
$514K -$115K -1,782 -18%
SFP
634
Sterling Financial Planning
New Jersey
$513K -$53.6K -827 -9%
MMPW
635
Mitchell McLeod Pugh & Williams
Alabama
$512K +$11.7K +180 +2%
MIM
636
Moseley Investment Management
Florida
$511K +$120K +1,852 +30%
GFS
637
GYL Financial Synergies
Connecticut
$507K +$518 +8 +0.1%
EI
638
Ellevest Inc
New York
$503K +$57.5K +887 +13%
PFO
639
Pathstone Family Office
New Jersey
$502K -$474K -7,318 -49%
CW
640
CreativeOne Wealth
Kansas
$501K +$20.5K +317 +4%
AWM
641
Avior Wealth Management
Nebraska
$501K +$202K +3,122 +65%
CPA
642
Court Place Advisors
Maryland
$500K -$49.1K -757 -9%
HBT
643
Heartland Bank & Trust
Illinois
$498K +$29.4K +454 +6%
B
644
Bailard
California
$489K +$1.62K +25 +0.3%
KM
645
Kalos Management
Georgia
$485K -$907 -14 -0.2%
MG
646
Mather Group
Illinois
$484K -$9.27K -143 -2%
V
647
Veritable
Delaware
$483K +$42.5K +656 +9%
FMAEN1
648
Fund Management at Engine No 1
California
$482K +$45.5K +702 +10%
CI
649
Cigna Investments
Connecticut
$477K -$11.9K -184 -2%
MAS
650
Meeder Advisory Services
Ohio
$475K -$264K -4,074 -35%
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