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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SFP
676
Sterling Financial Planning
New Jersey
$778K +$932 +16 +0.1%
GAM
677
Generali Asset Management
Italy
$778K +$45.5K +781 +7%
FTUS
678
Flow Traders U.S.
New York
$775K +$743K +12,746 New
HIP
679
HUB Investment Partners
Texas
$774K +$318K +5,450 +75%
CFO
680
Callan Family Office
Pennsylvania
$765K -$319K -5,474 -30%
NFG
681
Nations Financial Group
Iowa
$764K +$5.13K +88 +0.7%
CT
682
Chicago Trust
Illinois
$751K +$268K +4,606 +59%
CCA
683
Checchi Capital Advisers
California
$751K -$111K -1,900 -13%
PPW
684
Pasadena Private Wealth
California
$748K -$376K -6,457 -34%
KTC
685
Kentucky Trust Company
Kentucky
$747K +$97.3K +1,670 +16%
GT
686
Greenleaf Trust
Michigan
$738K +$17.1K +293 +2%
WSFS
687
Wilmington Savings Fund Society
Delaware
$738K -$329K -5,653 -32%
KWA
688
Kingswood Wealth Advisors
California
$731K +$31.9K +548 +5%
RFA
689
Resurgent Financial Advisors
Georgia
$726K +$695K +11,936 New
WAC
690
William Allan Corp
Colorado
$726K +$17.8K +305 +3%
DFG
691
Demars Financial Group
Washington
$713K -$8.33K -143 -1%
PWG
692
Portside Wealth Group
Utah
$709K +$17.8K +305 +3%
BAM
693
Beaumont Asset Management
Texas
$707K -$13.2K -227 -2%
ANBT
694
American National Bank & Trust
Texas
$703K
Brown Advisory
695
Brown Advisory
Maryland
$691K -$12.6K -216 -2%
SBH
696
Segall Bryant & Hamill
Illinois
$689K
MWM
697
Manske Wealth Management
Texas
$689K +$11.8K +202 +2%
CIC
698
Cornercap Investment Counsel
Georgia
$688K -$11.1K -190 -2%
RBC
699
Romano Brothers & Co
Illinois
$685K -$35K -600 -5%
OIA
700
OneDigital Investment Advisors
Kansas
$684K +$136K +2,340 +26%