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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
701
Valeo Financial Advisors
Indiana
$26K -$7.57K -108 -24%
LWM
702
Liberty Wealth Management
California
$26K -$7.36K -105 -23%
LFG
703
LifePlan Financial Group
Ohio
$26K – – –
MSFP
704
Mark Sheptoff Financial Planning
Connecticut
$25K – – –
FDCDDQ
705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2K – – –
Loomis, Sayles & Company
706
Loomis, Sayles & Company
Massachusetts
$24K – – –
AIM
707
Anchor Investment Management
South Carolina
$23K +$21.7K +310 New
IFAM
708
Institutional & Family Asset Management
Colorado
$23K -$6.52K -93 -23%
SCM
709
Silvant Capital Management
Georgia
$23K -$4.77K -68 -18%
FIB
710
First Interstate Bank
Montana
$23K – – –
HR
711
Howe & Rusling
New York
$23K – – –
EFSCE
712
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
TC
713
Truvestments Capital
Florida
$22K +$4.42K +63 +27%
RE
714
RBC Europe
United Kingdom
$21.8K – – –
MCM
715
Manchester Capital Management
Vermont
$21K -$4.91K -70 -20%
FMB
716
Field & Main Bank
Kentucky
$21K – – –
PMFA
717
Plante Moran Financial Advisors
Michigan
$21K +$210 +3 +1%
SLF
718
Sun Life Financial
Ontario, Canada
$20K -$575K -8,202 -97%
LFG
719
Larson Financial Group
Missouri
$20K +$19K +271 New
EARNEST Partners
720
EARNEST Partners
Georgia
$19K – – –
SNT
721
Security National Trust
West Virginia
$19K – – –
FGAM
722
Financial Gravity Asset Management
Texas
$19K +$6.24K +89 +54%
PCTC
723
Perkins Coie Trust Company
Washington
$18K – – –
MGIA
724
Moneta Group Investment Advisors
Missouri
$18K +$17K +243 New
SFA
725
Semmax Financial Advisors
North Carolina
$17K – – –