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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
676
Kingswood Wealth Advisors
California
$662K -$681K -12,303 -52%
Brown Advisory
677
Brown Advisory
Maryland
$657K +$129K +2,339 +26%
GLF
678
Groupe la Francaise
France
$655K +$108K +1,958 +20%
DFG
679
Demars Financial Group
Washington
$653K +$24.8K +448 +4%
SC
680
Summa Corp
Texas
$653K
MWM
681
Manske Wealth Management
Texas
$650K +$3.27K +59 +0.5%
WAC
682
William Allan Corp
Colorado
$647K -$77.2K -1,395 -11%
GEA
683
Glen Eagle Advisors
New Jersey
$645K -$153K -2,772 -20%
RBC
684
Romano Brothers & Co
Illinois
$645K +$51.2K +925 +9%
HI
685
Harbour Investments
Wisconsin
$644K +$33.7K +608 +6%
GT
686
Greenleaf Trust
Michigan
$644K -$31.9K -576 -5%
MCM
687
Magnolia Capital Management
New York
$640K -$150K -2,712 -20%
MAS
688
Meeder Advisory Services
Ohio
$638K -$12.4K -224 -2%
TFO
689
Tarbox Family Office
California
$638K -$15.7K -283 -3%
SW
690
SlateStone Wealth
Florida
$637K +$22.1K +400 +4%
MLA
691
My Legacy Advisors
Oregon
$636K -$9.85K -178 -2%
NFG
692
Nations Financial Group
Iowa
$631K +$14.2K +257 +2%
CFB
693
Cullen/Frost Bankers
Texas
$624K -$7.25K -131 -1%
SI
694
Saxon Interests
Texas
$621K +$1.55K +28 +0.3%
HWA
695
HHM Wealth Advisors
Tennessee
$618K -$1.77K -32 -0.3%
FFN
696
Focus Financial Network
Minnesota
$618K +$49.2K +889 +9%
FPAS
697
Focus Partners Advisor Solutions
Missouri
$611K -$218K -3,946 -27%
PAG
698
Powers Advisory Group
Illinois
$602K +$5.65K +102 +1%
HTIM
699
Harbour Trust & Investment Management
Indiana
$602K +$8.25K +149 +1%
PTC
700
Private Trust Company
Ohio
$601K +$41.6K +752 +8%