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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
651
Prestige Wealth Management Group
New Jersey
$590K +$587K +10,832 +45,133%
FCFC
652
First Commonwealth Financial Corp
Pennsylvania
$590K +$37.9K +700 +7%
BWP
653
Balboa Wealth Partners
Arizona
$585K -$75.9K -1,401 -11%
SW
654
SlateStone Wealth
Florida
$579K +$579K +10,698 New
QCG
655
Quadrant Capital Group
Ohio
$574K +$184K +3,394 +47%
B
656
Bailard
California
$573K +$157K +2,895 +38%
AI
657
AXS Investments
New York
$573K +$573K +10,591 New
IP
658
Intellectus Partners
California
$571K -$54 -1 -0%
FFA
659
Founders Financial Alliance
North Carolina
$566K +$47.3K +874 +9%
SW
660
SMART Wealth
Nebraska
$562K +$563K +10,394 New
FHB
661
First Hawaiian Bank
Hawaii
$560K -$19.7K -364 -3%
CFB
662
Cullen/Frost Bankers
Texas
$558K – – –
HSA
663
HBK Sorce Advisory
Pennsylvania
$556K +$2.82K +52 +0.5%
OIA
664
OneDigital Investment Advisors
Kansas
$553K +$179K +3,298 +48%
FDCDDQ
665
Federation des caisses Desjardins du Quebec
Quebec, Canada
$552K +$458K +8,463 +514%
PP
666
Patron Partners
Texas
$549K -$57.8K -1,068 -10%
PWG
667
Portside Wealth Group
Utah
$546K +$26.7K +493 +5%
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
$541K -$51K -942 -9%
ABC
669
Associated Banc-Corp
Wisconsin
$540K -$5.96K -110 -1%
MGIA
670
Moneta Group Investment Advisors
Missouri
$539K -$22.6K -417 -4%
WBC
671
Westpac Banking Corp
Australia
$539K -$1.12M -20,624 -67%
CAM
672
Chesapeake Asset Management
New York
$538K -$379K -6,992 -41%
RBC
673
Romano Brothers & Co
Illinois
$537K +$61.8K +1,141 +13%
PP
674
Prudential plc
United Kingdom
$536K -$1.07M -19,687 -67%
PAG
675
Powers Advisory Group
Illinois
$535K -$8.61K -159 -2%
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