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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIFH
701
Migdal Insurance & Financial Holdings
Israel
$69K -$6.26K -106 -8%
AAP
702
Arax Advisory Partners
Colorado
$67K +$709 +12 +1%
PMFA
703
Plante Moran Financial Advisors
Michigan
$63K +$36.9K +624 +150%
WOSD
704
WFA of San Diego
California
$62K -$9.93K -168 -0.7%
SA
705
SRH Advisors
Kansas
$62K – – –
CBT
706
CoreFirst Bank & Trust
Kansas
$62K +$61K +1,032 New
NL
707
NVWM LLC
Pennsylvania
$61K – – –
ETI
708
Enterprise Trust & Investment
California
$58K – – –
NFSG
709
Newbridge Financial Services Group
Florida
$58K +$532 +9 +0.9%
SIC
710
Salem Investment Counselors
North Carolina
$58K +$6.74K +114 +13%
CTC
711
Central Trust Company
Missouri
$57K – – –
WT
712
Whittier Trust
California
$57K – – –
1IA
713
1834 Investment Advisors
Wisconsin
$56K – – –
PFO
714
Pathstone Family Office
New Jersey
$55K +$35.4K +599 +190%
PCH
715
PGIM Custom Harvest
New Jersey
$54K +$55.7K +943 New
APWM
716
Atlas Private Wealth Management
New York
$51K +$591 +10 +1%
JWM
717
Janiczek Wealth Management
Colorado
$51K +$33.2K +562 +199%
PWM
718
Perigon Wealth Management
California
$51K +$49.7K +841 New
ADIM
719
Alpha DNA Investment Management
Maryland
$51K +$50.4K +853 New
CWM
720
Cedar Wealth Management
California
$50K – – –
CL
721
COWA LLC
Oklahoma
$48K +$47.4K +802 New
ZB
722
Zions Bancorporation
Utah
$47K -$177 -3 -0.4%
PCG
723
Private Capital Group
Connecticut
$47K – – –
CWA
724
Clearview Wealth Advisors
Oregon
$46K +$45.2K +765 New
PCM
725
Penserra Capital Management
California
$45K +$9.4K +159 +27%
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