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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Empirical Wealth Management
Washington
$450K -$469K -6,905 -52%
MAM
652
Meeder Asset Management
Ohio
$450K +$441K +6,490 New
TAM
653
Townsend Asset Management
North Carolina
$449K +$340 +5 +0.1%
V
654
Veritable
Delaware
$445K +$48.3K +710 +12%
AIS
655
American Investment Services
Massachusetts
$445K +$131K +1,923 +43%
BB
656
Busey Bank
Illinois
$442K -$30.7K -451 -7%
AWA
657
Arkadios Wealth Advisors
Georgia
$441K -$178K -2,619 -29%
FHC
658
First Heartland Consultants
Missouri
$436K +$4.42K +65 +1%
AA
659
Ancora Advisors
Ohio
$435K – – –
FWM
660
Focused Wealth Management
New York
$434K -$125K -1,839 -23%
TI
661
Tidal Investments
Wisconsin
$434K +$64.7K +951 +18%
SAM
662
SignalPoint Asset Management
Missouri
$433K -$23.5K -346 -5%
FCA
663
FLC Capital Advisors
California
$432K +$173K +2,550 +69%
AL
664
Aspiriant LLC
California
$429K +$89.5K +1,316 +27%
WTC
665
WhitTier Trust Company
Nevada
$426K – – –
OPS
666
Orion Portfolio Solutions
Nebraska
$424K -$29.3K -431 -7%
IAG
667
Investmark Advisory Group
Connecticut
$424K -$2.17K -32 -0.5%
CA
668
Capitolis Advisors
New York
$422K -$62.1M -912,879 -99%
IC
669
Intersect Capital
California
$422K +$408 +6 +0.1%
FBB
670
Fulton Breakefield Broenniman
Maryland
$422K +$414K +6,092 New
MAC
671
Mason & Associates (California)
California
$419K +$61.2K +900 +17%
AssetMark Inc
672
AssetMark Inc
California
$412K +$73.8K +1,086 +22%
OIA
673
OneDigital Investment Advisors
Kansas
$411K +$131K +1,927 +48%
TC
674
Toews Corporation
New Jersey
$409K +$401K +5,900 New
NRI
675
NFP Retirement Inc
California
$408K +$2.58K +38 +0.6%