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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
626
Clifford Swan Investment Counsel
California
$822K +$283 +5 +0%
VIG
627
Vienna Insurance Group
Poland
$821K -$341K -6,022 -30%
CCA
628
Checchi Capital Advisers
California
$821K +$13.9K +246 +2%
CPIG
629
Chicago Partners Investment Group
Illinois
$816K +$69.6K +1,231 +10%
PWM
630
Perigon Wealth Management
California
$813K -$10.9K -192 -1%
GI
631
GAMMA Investing
California
$807K +$103K +1,821 +15%
OCBCO
632
Oversea-Chinese Banking Corp (OCBC)
Singapore
$805K – – –
GFG
633
Goldstone Financial Group
Illinois
$801K +$574K +10,158 +272%
BHCM
634
Brevan Howard Capital Management
Jersey
$797K -$766K -13,538 -49%
DSC
635
Duncker Streett & Co
Missouri
$795K +$97.9K +1,731 +14%
MAS
636
Meeder Advisory Services
Ohio
$792K +$155K +2,749 +25%
VCP
637
Verus Capital Partners
Arizona
$788K +$111K +1,966 +17%
SS
638
Sunbelt Securities
Texas
$783K +$263K +4,645 +46%
MIM
639
Moseley Investment Management
Florida
$781K +$9.9K +175 +1%
TG
640
TCW Group
California
$778K +$33.5K +593 +5%
JWM
641
Jeppson Wealth Management
California
$775K +$106K +1,875 +16%
PP
642
Pacifica Partners
Canada
$773K +$16.2K +287 +2%
FFN
643
Focus Financial Network
Minnesota
$773K +$156K +2,766 +26%
PA
644
PFW Advisors
Georgia
$763K -$19.8K -351 -3%
SOS
645
Silver Oak Securities
Tennessee
$759K +$26.5K +468 +4%
PP
646
Patron Partners
Texas
$754K +$43.7K +773 +6%
GXJ
647
Global X Japan
Japan
$752K -$19.6K -347 -3%
SFP
648
Sterling Financial Planning
New Jersey
$736K +$961 +17 +0.1%
PWMG
649
Prestige Wealth Management Group
New Jersey
$734K -$15.5K -274 -2%
EAM
650
Erste Asset Management
Austria
$725K +$719K +12,710 New
24 25
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