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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
626
Siemens Fonds Invest
Germany
$827K +$40.4K +730 +5%
DWM
627
Denver Wealth Management
Colorado
$826K +$8.25K +149 +1%
PP
628
Prudential plc
United Kingdom
$818K -$466K -8,415 -37%
CCA
629
Checchi Capital Advisers
California
$812K +$161K +2,900 +26%
OCBCO
630
Oversea-Chinese Banking Corp (OCBC)
Singapore
$810K -$1.94K -35 -0.3%
HSA
631
HBK Sorce Advisory
Pennsylvania
$803K +$66.1K +1,194 +9%
CFP
632
Cascade Financial Partners
California
$797K +$437K +7,898 +135%
CW
633
Channel Wealth
California
$796K +$395K +7,142 +109%
JF
634
Jump Financial
Illinois
$790K +$754K +13,614 New
PA
635
PFW Advisors
Georgia
$789K +$44.4K +803 +6%
VF
636
Vawter Financial
Ohio
$785K – – –
NS
637
NBC Securities
Alabama
$783K +$747K +13,495 +168,688%
GWMIA
638
Global Wealth Management Investment Advisory
Florida
$781K +$127K +2,302 +21%
GXJ
639
Global X Japan
Japan
$778K +$187K +3,375 +34%
MIM
640
Moseley Investment Management
Florida
$777K +$21.6K +391 +3%
HIMS
641
Hager Investment Management Services
New Hampshire
$772K +$130K +2,344 +21%
SBH
642
Segall Bryant & Hamill
Illinois
$772K – – –
PP
643
Pacifica Partners
Canada
$758K +$685K +12,369 +1,364%
BP
644
Ballentine Partners
Massachusetts
$756K +$271K +4,887 +60%
HI
645
Horizon Investments
North Carolina
$755K +$37.4K +676 +5%
PWMG
646
Prestige Wealth Management Group
New Jersey
$755K +$13.6K +246 +2%
MFWP
647
Mosaic Family Wealth Partners
Missouri
$749K +$32K +579 +5%
TG
648
TCW Group
California
$749K +$38.1K +689 +6%
AA
649
Armis Advisers
Georgia
$744K +$712K +12,862 New
SFP
650
Sterling Financial Planning
New Jersey
$740K +$181K +3,278 +35%
24 25
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