We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
651
First Trust Direct Indexing
Massachusetts
$215K +$4.09K +69 +2%
GT
652
Greenleaf Trust
Michigan
$215K +$207K +3,496 New
PMA
653
Prudent Man Advisors
Illinois
$213K +$205K +3,465 New
LC
654
Lindbrook Capital
California
$212K +$46.4K +784 +29%
MFA
655
Mayflower Financial Advisors
Massachusetts
$211K -$2.96K -50 -1%
MA
656
MBA Advisors
Pennsylvania
$210K +$202K +3,410 New
PAMP
657
Polar Asset Management Partners
Ontario, Canada
$210K +$202K +3,413 New
MCM
658
MAI Capital Management
Ohio
$209K +$2.78K +47 +1%
AWM
659
Altium Wealth Management
New York
$208K +$200K +3,378 New
PFM
660
Parsec Financial Management
North Carolina
$207K -$2.9K -49 -1%
AWA
661
Arkadios Wealth Advisors
Georgia
$207K +$56.2K +949 +39%
MOS
662
MGO One Seven
Ohio
$207K +$200K +3,373 New
WA
663
Wealth Alliance
New York
$206K -$77.9K -1,315 -28%
BMWM
664
Brown Miller Wealth Management
Virginia
$206K – – –
WWM
665
Wolff Wiese Magana
California
$206K – – –
TA
666
TrueWealth Advisors
Alabama
$206K +$183K +3,096 New
GSBTD
667
Glenview State Bank Trust Department
Illinois
$205K – – –
GI
668
Gradient Investments
Minnesota
$205K +$187K +3,164 +1,883%
PP
669
Patron Partners
Texas
$202K +$195K +3,287 New
SDAM
670
Shulman DeMeo Asset Management
New York
$201K -$5.92K -100 -3%
MAM
671
Meeder Asset Management
Ohio
$201K +$13K +220 +7%
AWM
672
Avior Wealth Management
Nebraska
$196K -$1.6K -27 -0.8%
ARMT
673
Amica Retiree Medical Trust
Rhode Island
$195K -$26K -439 -12%
COCM
674
Charter Oak Capital Management
New Hampshire
$183K +$237 +4 +0.1%
NSIM
675
North Star Investment Management
Illinois
$179K -$183K -3,096 -52%
25 26
27
28 29