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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
676
Hartford Financial Management
Connecticut
$40K -$4.26K -80 -10%
HRC
677
Hoertkorn Richard Charles
$40K – – –
HWA
678
Heritage Wealth Advisors
Virginia
$38.7K – – –
CTC
679
Central Trust Company
Missouri
$36K – – –
CFFP
680
Center for Financial Planning
Michigan
$35K -$19K -357 -37%
BAM
681
Bellevue Asset Management
Washington
$35K – – –
SIAP
682
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K +$479 +9 +2%
ST
683
Smithfield Trust
Pennsylvania
$34K +$27.5K +516 +717%
TPWA
684
TRUE Private Wealth Advisors
Oregon
$33K -$216K -4,059 -88%
BCA
685
Berman Capital Advisors
Georgia
$33K -$1.49K -28 -5%
TSW
686
Thompson Siegel & Walmsley
Virginia
$33K – – –
CA
687
Clearstead Advisors
Ohio
$32K +$23.3K +438 +391%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
PCM
689
Penserra Capital Management
California
$30K -$68.4K -1,284 -71%
EWM
690
Edge Wealth Management
New York
$30K – – –
RIM
691
Rockbridge Investment Management
New York
$30K +$27.5K +516 New
HFA
692
Hoover Financial Advisors
Pennsylvania
$29K +$27.1K +509 New
HFA
693
HC Financial Advisors
California
$28K – – –
RWB
694
RMR Wealth Builders
New Jersey
$28K +$25.7K +483 New
BWL
695
Bogart Wealth LLC
Virginia
$27K – – –
RCA
696
Ranch Capital Advisors
Florida
$27K – – –
SFG
697
Sowa Financial Group
Rhode Island
$27K – – –
ADL
698
Asset Dedication LLC
California
$27K +$213 +4 +0.9%
CAGAS
699
Capital Advisory Group Advisory Services
Minnesota
$26K – – –
WCG
700
Weaver Consulting Group
California
$25K – – –
26 27
28
29 30