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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
651
Nations Financial Group
Iowa
$719K +$90.7K +1,604 +15%
GWMR
652
GC Wealth Management RIA
Massachusetts
$712K +$254K +4,495 +57%
IWA
653
Icon Wealth Advisors
Texas
$706K -$538K -9,511 -44%
TPBG
654
Turning Point Benefit Group
Maryland
$697K +$58.6K +1,037 +9%
MMPW
655
Mitchell McLeod Pugh & Williams
Alabama
$693K
GAM
656
Generali Asset Management
Italy
$692K
RBI
657
Raiffeisen Bank International
Austria
$691K -$30.7K -543 -4%
SGI
658
Summit Global Investments
Utah
$690K -$7.07K -125 -1%
DFG
659
Demars Financial Group
Washington
$684K -$36.2M -640,792 -98%
RBC
660
Romano Brothers & Co
Illinois
$684K +$42.4K +749 +7%
BAM
661
Beaumont Asset Management
Texas
$683K +$216K +3,821 +48%
GT
662
Greenleaf Trust
Michigan
$683K +$42.9K +759 +7%
WAC
663
William Allan Corp
Colorado
$670K +$27.4K +485 +4%
AHL
664
Abel Hall LLC
Louisiana
$668K +$276K +4,877 +73%
Brown Advisory
665
Brown Advisory
Maryland
$667K +$15.1K +267 +2%
ANBT
666
American National Bank & Trust
Texas
$666K +$628K +11,100 +2,418%
CIC
667
Cornercap Investment Counsel
Georgia
$663K -$15.3K -271 -2%
KWA
668
Kingswood Wealth Advisors
California
$662K +$57 +1 +0%
PWG
669
Portside Wealth Group
Utah
$654K -$38K -672 -6%
SBH
670
Segall Bryant & Hamill
Illinois
$653K -$111K -1,967 -15%
SLWA
671
San Luis Wealth Advisors
California
$647K -$33.3K -589 -5%
FIA
672
Foundations Investment Advisors
Arizona
$647K +$109K +1,923 +21%
MWM
673
Manske Wealth Management
Texas
$641K -$4.01K -71 -0.6%
MCM
674
Magnolia Capital Management
New York
$635K
MFWP
675
Mosaic Family Wealth Partners
Missouri
$634K -$108K -1,912 -15%