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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
B
676
Bailard
California
$385K – – –
LIM
677
Loudon Investment Management
New Hampshire
$384K -$21.6K -375 -5%
GBT
678
Grove Bank & Trust
Florida
$377K +$45K +782 +12%
BP
679
Ballentine Partners
Massachusetts
$376K +$18.6K +324 +5%
BSW
680
Buckingham Strategic Wealth
Missouri
$374K -$57.2K -994 -12%
AWE
681
Avidian Wealth Enterprises
Texas
$373K +$222K +3,856 +107%
BFC
682
Blue Fin Capital
Rhode Island
$372K -$8.28K -144 -2%
PCM
683
Penserra Capital Management
California
$369K -$12.9K -224 -3%
GIA
684
Guyasuta Investment Advisors
Pennsylvania
$368K +$14.1K +246 +3%
AWM
685
Avior Wealth Management
Nebraska
$368K -$12K -209 -3%
BIA
686
Benchmark Investment Advisors
Illinois
$367K – – –
DS
687
DRW Securities
Illinois
$365K +$207K +3,601 +97%
HVIA
688
Hudson Valley Investment Advisors
New York
$365K -$7.93K -138 -2%
BWP
689
Balboa Wealth Partners
Arizona
$365K +$420K +7,300 New
AWM
690
AllSquare Wealth Management
New York
$364K – – –
NFSG
691
Newbridge Financial Services Group
Florida
$363K -$17.8K -309 -4%
SI
692
Stephens Inc
Arkansas
$362K -$148K -2,575 -26%
OIA
693
OneDigital Investment Advisors
Kansas
$361K -$254K -4,423 -38%
HBT
694
Heartland Bank & Trust
Illinois
$360K +$6.27K +109 +2%
WTC
695
WhitTier Trust Company
Nevada
$359K -$3.33K -58 -0.8%
CI
696
Cigna Investments
Connecticut
$359K -$42.4K -738 -9%
PA
697
PFG Advisors
Arizona
$358K -$2.24M -38,911 -84%
OCG
698
Opus Capital Group
Ohio
$357K +$12.2K +213 +3%
TA
699
Tactive Advisors
Florida
$356K +$410K +7,122 New
VIM
700
VELA Investment Management
Ohio
$351K +$40.6K +706 +11%
26 27
28
29 30