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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
651
Aspiriant LLC
California
$421K -$2.2K -32 -0.5%
WTC
652
WhitTier Trust Company
Nevada
$420K – – –
IAG
653
Investmark Advisory Group
Connecticut
$420K +$2.06K +30 +0.5%
ESB
654
Essex Savings Bank
Connecticut
$418K -$71K -1,034 -14%
QCG
655
Quadrant Capital Group
Ohio
$417K +$46K +670 +12%
GVAG
656
Great Valley Advisor Group
Delaware
$417K +$147K +2,141 +54%
CAM
657
Cresset Asset Management
Illinois
$416K -$263K -3,827 -30%
CFB
658
Cullen/Frost Bankers
Texas
$416K -$60K -874 -13%
OPS
659
Orion Portfolio Solutions
Nebraska
$416K -$1.58K -23 -0.4%
MIM
660
Moseley Investment Management
Florida
$416K +$42.9K +625 +11%
FMAEN1
661
Fund Management at Engine No 1
California
$415K +$88.3K +1,286 +27%
VWA
662
Visionary Wealth Advisors
Illinois
$413K +$21.8K +317 +6%
MAC
663
Mason & Associates (California)
California
$412K – – –
1WA
664
180 Wealth Advisors
Washington
$410K +$59.6K +868 +17%
BB
665
Busey Bank
Illinois
$409K -$25.9K -377 -6%
IC
666
IEQ Capital
California
$408K +$48.6K +708 +13%
SFI
667
Siemens Fonds Invest
Germany
$407K +$11.7K +170 +3%
SW
668
Solidarity Wealth
Utah
$407K +$141K +2,051 +60%
FMWA
669
Forvis Mazars Wealth Advisors
Missouri
$406K +$138K +2,005 +51%
NRI
670
NFP Retirement Inc
California
$405K +$2.54K +37 +0.6%
ISWM
671
Independent Solutions Wealth Management
New York
$403K +$192K +2,802 +90%
PFGIA
672
Patriot Financial Group Insurance Agency
Massachusetts
$401K -$4.6K -67 -1%
BIAS
673
Beacon Investment Advisory Services
New Jersey
$398K – – –
RWA
674
Redhawk Wealth Advisors
Minnesota
$396K +$11K +160 +3%
BOH
675
Bank of Hawaii
Hawaii
$394K +$30.2K +440 +8%
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