We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$63K +$36.9K +624 +150%
SA
702
SRH Advisors
Kansas
$62K – – –
CBT
703
CoreFirst Bank & Trust
Kansas
$62K +$61K +1,032 New
NL
704
NVWM LLC
Pennsylvania
$61K – – –
ETI
705
Enterprise Trust & Investment
California
$58K – – –
NFSG
706
Newbridge Financial Services Group
Florida
$58K +$532 +9 +0.9%
SIC
707
Salem Investment Counselors
North Carolina
$58K +$6.74K +114 +13%
CTC
708
Central Trust Company
Missouri
$57K – – –
WT
709
Whittier Trust
California
$57K – – –
1IA
710
1834 Investment Advisors
Wisconsin
$56K – – –
PFO
711
Pathstone Family Office
New Jersey
$55K +$35.4K +599 +190%
PCH
712
PGIM Custom Harvest
New Jersey
$54K +$55.7K +943 New
APWM
713
Atlas Private Wealth Management
New York
$51K +$591 +10 +1%
JWM
714
Janiczek Wealth Management
Colorado
$51K +$33.2K +562 +199%
PWM
715
Perigon Wealth Management
California
$51K +$49.7K +841 New
ADIM
716
Alpha DNA Investment Management
Maryland
$51K +$50.4K +853 New
CWM
717
Cedar Wealth Management
California
$50K – – –
CL
718
COWA LLC
Oklahoma
$48K +$47.4K +802 New
ZB
719
Zions Bancorporation
Utah
$47K -$177 -3 -0.4%
PCG
720
Private Capital Group
Connecticut
$47K – – –
CWA
721
Clearview Wealth Advisors
Oregon
$46K +$45.2K +765 New
PCM
722
Penserra Capital Management
California
$45K +$9.4K +159 +27%
SFSIG
723
San Francisco Sentry Investment Group
California
$44K – – –
OCM
724
Orion Capital Management
California
$44K +$42.7K +722 New
ST
725
Smithfield Trust
Pennsylvania
$43K +$4.25K +72 +11%
27 28
29
30 31