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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
651
SVB Wealth
Massachusetts
$472K +$47.9K +771 +12%
HBT
652
Heartland Bank & Trust
Illinois
$470K +$460K +7,413 New
AWM
653
AllSquare Wealth Management
New York
$469K +$9.31K +150 +2%
HVIA
654
Hudson Valley Investment Advisors
New York
$468K – – –
CCP
655
Carmel Capital Partners
California
$458K +$37K +596 +9%
SHFA
656
SS&H Financial Advisors
Michigan
$457K – – –
DAM
657
Derbend Asset Management
Georgia
$454K -$218K -3,512 -33%
BP
658
Ballentine Partners
Massachusetts
$454K -$36.9K -594 -8%
SL
659
Sentinus LLC
Illinois
$451K +$21.6K +348 +5%
DCM
660
Dudley Capital Management
Virginia
$450K +$441K +7,095 New
CAC
661
Certified Advisory Corp
Florida
$449K -$17K -274 -4%
FAFN
662
First Affirmative Financial Network
Colorado
$449K -$29.1K -468 -6%
EI
663
Ellevest Inc
New York
$448K +$36K +579 +9%
QCG
664
Quadrant Capital Group
Ohio
$447K +$75.6K +1,218 +21%
CAG
665
Csenge Advisory Group
Florida
$445K -$471K -7,587 -52%
OCG
666
Opus Capital Group
Ohio
$445K -$12K -194 -3%
GT
667
Greenleaf Trust
Michigan
$445K +$49.2K +792 +13%
SCM
668
Spreng Capital Management
Ohio
$445K -$24.8K -400 -5%
GBT
669
Grove Bank & Trust
Florida
$443K +$47.7K +768 +12%
GWMIA
670
Global Wealth Management Investment Advisory
Florida
$443K +$119K +1,919 +38%
V
671
Veritable
Delaware
$442K -$144K -2,313 -25%
PPC
672
Park Place Capital
Alabama
$441K +$432K +6,952 New
SAM
673
SignalPoint Asset Management
Missouri
$439K +$6.08K +98 +1%
FMAEN1
674
Fund Management at Engine No 1
California
$438K +$60.1K +968 +16%
BIA
675
Benchmark Investment Advisors
Illinois
$438K – – –
25 26
27
28 29