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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
676
SlateStone Wealth
Florida
$633K – – –
NS
677
NBC Securities
Alabama
$628K -$146K -2,590 -19%
CA
678
Crane Advisory
California
$627K +$23.8K +421 +4%
SB
679
Strategic Blueprint
Georgia
$623K +$611K +10,808 New
VT
680
Vise Technologies
New York
$622K +$611K +10,800 New
SI
681
Saxon Interests
Texas
$621K – – –
ECM
682
Everence Capital Management
Indiana
$618K +$57.1K +1,010 +10%
CFB
683
Cullen/Frost Bankers
Texas
$617K -$2.77K -49 -0.5%
BCM
684
BluePath Capital Management
Georgia
$616K +$94.4K +1,669 +19%
PA
685
Profund Advisors
Maryland
$614K -$43.7K -772 -7%
KTC
686
Kentucky Trust Company
Kentucky
$612K +$89.3K +1,580 +17%
OHWA
687
Oak Hill Wealth Advisors
Virginia
$607K +$16.6K +293 +3%
PAG
688
Powers Advisory Group
Illinois
$606K +$7.75K +137 +1%
SC
689
Summa Corp
Texas
$605K -$42.4K -750 -7%
VAS
690
Vestmark Advisory Solutions
Massachusetts
$605K -$1.05M -18,522 -64%
PTC
691
Private Trust Company
Ohio
$603K +$5.99K +106 +1%
TFO
692
Tarbox Family Office
California
$602K -$30.8K -545 -5%
KSWWM
693
Keyes Stange & Wooten Wealth Management
Florida
$601K +$6.16K +109 +1%
HTIM
694
Harbour Trust & Investment Management
Indiana
$600K +$1.98K +35 +0.3%
HWA
695
HHM Wealth Advisors
Tennessee
$598K -$15.6K -275 -3%
CPCPP
696
Canada Post Corporation Pension Plan
Canada
$595K +$584K +10,321 New
TC
697
TownSquare Capital
Utah
$595K -$5.25M -92,771 -90%
ACA
698
Aptus Capital Advisors
Alabama
$586K +$86.4K +1,528 +18%
GEA
699
Glen Eagle Advisors
New Jersey
$579K -$61K -1,079 -10%
WBC
700
Westpac Banking Corp
Australia
$577K -$106K -1,877 -16%
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