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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
676
Pathstone Family Office
New Jersey
$407K -$40.5K -595 -9%
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$406K -$57K -839 -13%
BIAS
678
Beacon Investment Advisory Services
New Jersey
$404K +$397K +5,836 New
NFSG
679
Newbridge Financial Services Group
Florida
$403K -$2.99K -44 -0.8%
SFI
680
Siemens Fonds Invest
Germany
$402K – – –
DAS
681
Dynamic Advisor Solutions
Arizona
$402K +$133K +1,958 +51%
VWA
682
Visionary Wealth Advisors
Illinois
$397K +$29.3K +431 +8%
TMAM
683
Tokio Marine Asset Management
Japan
$396K +$58.8K +865 +18%
CHA
684
Cooper/Haims Advisors
New York
$395K – – –
AWM
685
Apollon Wealth Management
South Carolina
$395K +$135K +1,980 +53%
JBA
686
Johnson Bixby & Associates
Washington
$394K +$884 +13 +0.2%
E
687
Ergoteles
New York
$394K +$387K +5,686 New
CSI
688
Cross Staff Investments
New York
$391K – – –
RWA
689
Redhawk Wealth Advisors
Minnesota
$391K +$8.7K +128 +2%
CRI
690
Colonial River Investments
Virginia
$390K -$48.8K -718 -11%
WI
691
Wintrust Investments
Illinois
$389K +$23.8K +350 +7%
AAP
692
Arax Advisory Partners
Colorado
$386K +$2.99K +44 +0.8%
LNWWM
693
Laird Norton Wetherby Wealth Management
California
$386K +$6.39K +94 +2%
WB
694
WesBanco Bank
West Virginia
$382K – – –
CIA
695
Capital Investment Advisors
Georgia
$382K +$4.69K +69 +1%
MYLI
696
Meiji Yasuda Life Insurance
Japan
$379K -$241K -3,539 -39%
MIM
697
Moseley Investment Management
Florida
$379K +$15.2K +224 +4%
KFGK
698
Keystone Financial Group (Kentucky)
Kentucky
$378K +$34.1K +502 +10%
QCG
699
Quadrant Capital Group
Ohio
$377K +$16.5K +243 +5%
WAP
700
Wealthcare Advisory Partners
Pennsylvania
$375K +$2.79K +41 +0.8%
26 27
28
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