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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SNT
701
Security National Trust
West Virginia
$16K – – –
CG
702
Cutler Group
California
$15K -$12.3K -206 -44%
PCTC
703
Perkins Coie Trust Company
Washington
$15K – – –
SF
704
Synovus Financial
Georgia
$14K +$7.46K +125 +103%
CCM
705
Copeland Capital Management
Pennsylvania
$14K +$13.6K +227 New
PMFA
706
Plante Moran Financial Advisors
Michigan
$14K +$13.9K +232 New
LWM
707
Liberty Wealth Management
California
$13K +$13.4K +224 New
CIA
708
CSat Investment Advisory
Michigan
$12K -$1.19K -20 -9%
SFG
709
SevenBridge Financial Group
Pennsylvania
$12K – – –
EIM
710
Essex Investment Management
Massachusetts
$12K +$11.4K +191 New
GAM
711
Gemmer Asset Management
California
$11K – – –
PCFFS
712
Pacific Center for Financial Services
California
$11K – – –
TWA
713
TCI Wealth Advisors
Arizona
$11K – – –
ADL
714
Asset Dedication LLC
California
$11K +$179 +3 +2%
VEA
715
Virtus ETF Advisers
New York
$11K +$10.8K +181 New
BCA
716
Berman Capital Advisors
Georgia
$11K +$11.3K +189 New
MCM
717
Manchester Capital Management
Vermont
$10K – – –
ST
718
Somerset Trust
Pennsylvania
$10K +$8.12K +136 +544%
AIM
719
Anchor Investment Management
South Carolina
$9.46K – – –
SWA
720
Sutton Wealth Advisors
Florida
$8.32K – – –
EARNEST Partners
721
EARNEST Partners
Georgia
$8K – – –
FCA
722
FinTrust Capital Advisors
South Carolina
$8K – – –
FHA
723
First Horizon Advisors
Tennessee
$8K – – –
MWM
724
Mascoma Wealth Management
New Hampshire
$8K – – –
BWM
725
Baystate Wealth Management
Massachusetts
$7K – – –