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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
TE
651
Tema ETFs
New York
$987K +$90.4K +1,450 +10%
RWA
652
Redhawk Wealth Advisors
Minnesota
$987K +$993K +15,922 New
TFA
653
Teamwork Financial Advisors
Texas
$983K +$78.7K +1,263 +9%
VAS
654
Vestmark Advisory Solutions
Massachusetts
$982K -$441K -7,068 -31%
RPCONE
655
Retirement Planning Company of New England
Rhode Island
$979K -$7.04K -113 -0.7%
MGI
656
Miller Global Investments
Texas
$978K – – –
AC
657
AlphaCore Capital
California
$976K +$427K +6,856 +77%
HPG
658
Harvest Portfolios Group
Ontario, Canada
$973K -$5.17K -83 -0.5%
DSC
659
Duncker Streett & Co
Missouri
$968K +$15.4K +247 +2%
FMI
660
Frec Markets Inc
California
$966K +$163K +2,615 +20%
PFS
661
Prospera Financial Services
Texas
$961K +$67.1K +1,077 +7%
JWM
662
Jeppson Wealth Management
California
$961K +$154K +2,464 +19%
TRCT
663
Tower Research Capital (TRC)
New York
$950K -$1.38M -22,084 -59%
RFA
664
Resurgent Financial Advisors
Georgia
$949K +$21.6K +347 +2%
FTWA
665
Fifth Third Wealth Advisors
Ohio
$942K -$28.6K -459 -3%
TG
666
TCW Group
California
$941K +$29.2K +468 +3%
GCM
667
Graham Capital Management
Connecticut
$939K -$1.52M -24,361 -62%
WG
668
Winton Group
United Kingdom
$936K +$941K +15,100 New
KCM
669
Kornitzer Capital Management
Kansas
$932K – – –
BHCM
670
Brevan Howard Capital Management
Jersey
$925K -$936K -15,010 -50%
SI
671
Stephens Inc
Arkansas
$924K +$133K +2,135 +17%
WI
672
Westbourne Investments
Virginia
$914K +$37.4K +600 +4%
KMWM
673
Keudell/Morrison Wealth Management
Oregon
$912K -$42.5K -682 -4%
CCFM
674
Clear Creek Financial Management
Washington
$912K +$131K +2,102 +17%
CIA
675
Compass Ion Advisors
Pennsylvania
$909K +$935 +15 +0.1%
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