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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$34K – – –
ADL
702
Asset Dedication LLC
California
$34K +$22.3K +326 +182%
PFC
703
Phocas Financial Corp
California
$34K +$35.2K +516 New
TPWA
704
TRUE Private Wealth Advisors
Oregon
$34K +$35.2K +516 New
CAW
705
Cornerstone Advisors (Washington)
Washington
$32K +$6.35K +93 +24%
LWM
706
Liberty Wealth Management
California
$31K +$15.8K +232 +103%
VFA
707
Valeo Financial Advisors
Indiana
$30K – – –
VNA
708
Valley National Advisers
Pennsylvania
$30K +$4.3K +63 +16%
AC
709
Avestar Capital
New York
$29K – – –
Bessemer Group
710
Bessemer Group
New Jersey
$29K +$6.76K +99 +30%
WCG
711
Weaver Consulting Group
California
$29K +$30K +439 New
AA
712
AlphaMark Advisors
Kentucky
$28K – – –
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$28K – – –
LWA
714
Lowe Wealth Advisors
Maryland
$28K – – –
MMG
715
Monetary Management Group
Missouri
$28K – – –
IFAM
716
Institutional & Family Asset Management
Colorado
$27K – – –
DOA
717
D'Orazio & Associates
Virginia
$27K +$273 +4 +1%
BCA
718
Berman Capital Advisors
Georgia
$27K +$10.9K +160 +63%
KFS
719
Kelly Financial Services
Massachusetts
$26.4K – – –
OIA
720
OneDigital Investment Advisors
Kansas
$26K – – –
IRC
721
Investors Research Corp
Georgia
$25K – – –
LPWM
722
Lake Point Wealth Management
Texas
$25K – – –
SCM
723
Silvant Capital Management
Georgia
$25K – – –
SSB
724
Sandy Spring Bank
Maryland
$24K -$125K -1,824 -83%
KFA
725
Krane Funds Advisors
New York
$24K +$24.4K +357 New