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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
701
Next Financial Group
Texas
– -$236K -4,699 Closed
V
702
Veritable
Delaware
– -$233K -4,641 Closed
WCA
703
Waratah Capital Advisors
Ontario, Canada
– -$229K -4,572 Closed
APP
704
Avantax Planning Partners
Iowa
– -$218K -4,358 Closed
CFB
705
Cullen/Frost Bankers
Texas
– -$208K -4,143 Closed
MA
706
MANA Advisors
New York
– -$203K -4,043 Closed
SW
707
SVB Wealth
Massachusetts
– -$202K -4,029 Closed
PWM
708
Perigon Wealth Management
California
– -$138K -2,744 Closed
MGIA
709
Moneta Group Investment Advisors
Missouri
– -$57K -1,135 Closed
MYIA
710
Mount Yale Investment Advisors
Colorado
– -$52K -1,034 Closed
T
711
TOBAM
France
– -$34K -682 Closed
LWS
712
Lucia Wealth Services
California
– -$29K -580 Closed
SJIM
713
St. Johns Investment Management
Florida
– -$17K -335 Closed
MCWS
714
McKinley Carter Wealth Services
West Virginia
– -$11K -217 Closed
PFO
715
Pathstone Family Office
New Jersey
– -$6K -120 Closed
CHP
716
Cable Hill Partners
Oregon
– -$3K -59 Closed
IIC
717
Integrated Investment Consultants
Michigan
– -$2K -43 Closed
BBHC
718
Brown Brothers Harriman & Co
New York
– -$2K -38 Closed
ACM
719
Aviance Capital Management
Florida
– -$1K -15 Closed
FCAG
720
First Capital Advisors Group
New Jersey
– -$1K -14 Closed
CIP
721
Convergence Investment Partners
Florida
– -$1K -11 Closed
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