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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
701
Savvy Advisors Inc
New York
$830K +$230K +3,688 +38%
SI
702
Saxon Interests
Texas
$827K -$20.8K -334 -2%
FCA
703
FLC Capital Advisors
California
$825K +$35.8K +575 +5%
AFG
704
Atomi Financial Group
New York
$824K +$64.7K +1,038 +8%
RCM
705
Raleigh Capital Management
North Carolina
$822K -$191K -3,061 -19%
AU
706
AlphaGrep UK
$821K +$236K +3,793 +40%
GT
707
Greenleaf Trust
Michigan
$816K -$144K -2,315 -15%
AI
708
Atom Investors
Texas
$813K +$93.9K +1,506 +13%
KWA
709
Kingswood Wealth Advisors
California
$811K +$75.2K +1,207 +10%
FAM
710
Formidable Asset Management
Ohio
$808K +$33.5K +538 +4%
UAS
711
United Asset Strategies
New York
$808K -$8.1M -129,952 -91%
MWA
712
Meridian Wealth Advisors
Texas
$803K -$9.16K -147 -1%
IG
713
ING Group
Netherlands
$800K +$312K +5,010 +63%
GAM
714
Griffin Asset Management
New York
$799K -$499 -8 -0.1%
SFP
715
Sterling Financial Planning
New Jersey
$796K +$1.06K +17 +0.1%
SYBT
716
Stock Yards Bank & Trust
Kentucky
$795K -$41K -658 -5%
WAC
717
William Allan Corp
Colorado
$794K +$26K +417 +3%
CFB
718
Cullen/Frost Bankers
Texas
$793K +$121K +1,948 +18%
PA
719
PFW Advisors
Georgia
$787K -$46.1K -739 -5%
SP
720
Stonebrook Private
Michigan
$784K -$40.6K -652 -5%
AAB
721
ABN AMRO Bank
Netherlands
$779K +$56.7K +910 +8%
GFM
722
GF Fund Management
China
$775K -$81.3K -1,304 -9%
MFWP
723
Mosaic Family Wealth Partners
Missouri
$773K +$94K +1,508 +14%
AG
724
Ascent Group
Virginia
$768K +$173K +2,769 +29%
CSIC
725
Clifford Swan Investment Counsel
California
$763K – – –
27 28
29
30 31