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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
701
Asset Dedication LLC
California
$27K +$177 +3 +0.6%
CAGAS
702
Capital Advisory Group Advisory Services
Minnesota
$27K +$1.18K +20 +5%
HWA
703
HHM Wealth Advisors
Tennessee
$27K +$27.4K +464 New
HFA
704
HC Financial Advisors
California
$26K -$3.08K -52 -11%
WCG
705
Weaver Consulting Group
California
$26K – – –
DOA
706
D'Orazio & Associates
Virginia
$25K +$237 +4 +0.9%
LWANC
707
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
LWA
708
Lowe Wealth Advisors
Maryland
$24K – – –
PMFA
709
Plante Moran Financial Advisors
Michigan
$24K +$296 +5 +1%
KFS
710
Kelly Financial Services
Massachusetts
$23.3K – – –
VNA
711
Valley National Advisers
Pennsylvania
$23K – – –
IRC
712
Investors Research Corp
Georgia
$22K – – –
CSPIA
713
Cary Street Partners Investment Advisory
Virginia
$22K +$21.9K +370 New
KTC
714
Kistler-Tiffany Companies
Pennsylvania
$21K -$24.2K -410 -54%
OSAM
715
O'Shaughnessy Asset Management
Connecticut
$21K +$8.1K +137 +60%
MSFP
716
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
NFG
717
Next Financial Group
Texas
$19K +$19.1K +323 New
FCH
718
Freestone Capital Holdings
Washington
$18.2K +$18.3K +310 New
JCM
719
Jacobi Capital Management
Pennsylvania
$18K -$51.2K -866 -74%
SCM
720
Silvant Capital Management
Georgia
$18K – – –
PFO
721
Pathstone Family Office
New Jersey
$18K +$18.3K +309 +5,150%
SFG
722
Sowa Financial Group
Rhode Island
$17K -$10.5K -178 -39%
RCA
723
Ranch Capital Advisors
Florida
$17K -$9.16K -155 -34%
CB
724
Community Bank
New York
$17K – – –
FMB
725
Field & Main Bank
Kentucky
$17K – – –
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