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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
651
Sterling Financial Planning
New Jersey
$740K +$181K +3,278 +35%
CPIG
652
Chicago Partners Investment Group
Illinois
$730K +$123K +2,225 +21%
SOS
653
Silver Oak Securities
Tennessee
$720K -$26.2K -473 -4%
RBI
654
Raiffeisen Bank International
Austria
$716K +$498K +8,996 +246%
PP
655
Patron Partners
Texas
$715K +$96.6K +1,745 +17%
PPW
656
Pasadena Private Wealth
California
$711K -$473K -8,551 -41%
GI
657
GAMMA Investing
California
$707K +$33.3K +601 +5%
SGI
658
Summit Global Investments
Utah
$702K +$670K +12,104 New
PIWA
659
Prevail Innovative Wealth Advisors
Kansas
$701K +$669K +12,084 New
DSC
660
Duncker Streett & Co
Missouri
$700K -$30.3K -548 -4%
SI
661
Severin Investments
Missouri
$699K +$23.2K +420 +4%
MMPW
662
Mitchell McLeod Pugh & Williams
Alabama
$698K +$46.3K +837 +7%
PWG
663
Portside Wealth Group
Utah
$698K +$37K +668 +6%
GAM
664
Generali Asset Management
Italy
$697K +$29.4K +531 +5%
WBC
665
Westpac Banking Corp
Australia
$690K -$143K -2,575 -18%
LA
666
LM Advisors
California
$689K +$1.05K +19 +0.2%
FGP
667
Freestone Grove Partners
California
$687K -$1.1M -19,818 -63%
SLWA
668
San Luis Wealth Advisors
California
$686K +$654K +11,820 New
CC
669
Centiva Capital
New York
$685K -$1.59M -28,778 -71%
CIC
670
Cornercap Investment Counsel
Georgia
$683K -$9.74K -176 -1%
VCP
671
Verus Capital Partners
Arizona
$679K -$22.4K -404 -3%
JWM
672
Jeppson Wealth Management
California
$672K -$387 -7 -0.1%
PCM
673
Polymer Capital Management
New York
$670K +$374K +6,757 +141%
VFM
674
Vision Financial Markets
Connecticut
$667K +$576K +10,400 +945%
OHWP
675
Oak Harbor Wealth Partners
North Carolina
$667K -$541K -9,777 -46%
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