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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
Montag & Associates
Georgia
$241K – – –
SP
677
Successful Portfolios
Florida
$241K +$4.01K +61 +2%
MA
678
MBA Advisors
Pennsylvania
$241K +$20.3K +309 +9%
SB
679
Strategic Blueprint
Georgia
$241K +$245K +3,729 New
SHGA
680
Sand Hill Global Advisors
California
$240K +$3.42K +52 +1%
CFA
681
Carroll Financial Associates
North Carolina
$238K +$6.77K +103 +3%
RIA
682
Regal Investment Advisors
Michigan
$238K +$242K +3,676 New
RWB
683
RMR Wealth Builders
New Jersey
$237K -$21.3K -324 -8%
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$233K -$1.18K -18 -0.5%
GG
685
Gofen & Glossberg
Illinois
$232K +$394 +6 +0.2%
WWM
686
Wolff Wiese Magana
California
$232K +$15.6K +237 +7%
GIM
687
Goelzer Investment Management
Indiana
$230K -$17K -258 -7%
CAC
688
Certified Advisory Corp
Florida
$230K +$591 +9 +0.3%
CC
689
Centiva Capital
New York
$230K +$234K +3,561 New
PMA
690
Prudent Man Advisors
Illinois
$224K – – –
MFA
691
Mayflower Financial Advisors
Massachusetts
$224K +$2.37K +36 +1%
CFG
692
Cooper Financial Group
California
$223K -$11.8K -180 -5%
TI
693
Tidal Investments
Wisconsin
$223K +$227K +3,454 New
CM
694
Capula Management
Cayman Islands
$223K +$227K +3,456 New
LC
695
Lindbrook Capital
California
$222K -$1.25K -19 -0.6%
MAM
696
Meeder Asset Management
Ohio
$222K +$10.4K +158 +5%
LIM
697
Leavell Investment Management
Alabama
$221K – – –
VA
698
Valmark Advisers
Ohio
$220K +$223K +3,399 New
PIM
699
Perpetual Investment Management
Australia
$220K +$224K +3,406 New
GT
700
Greenleaf Trust
Michigan
$219K -$7.03K -107 -3%
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