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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
701
Lake Street Private Wealth
Illinois
$363K +$73.4K +1,068 +25%
RWB
702
RMR Wealth Builders
New Jersey
$361K +$2.54K +37 +0.7%
SMC
703
Smith, Moore & Co
Missouri
$359K +$85.9K +1,251 +31%
SIMG
704
Sonora Investment Management Group
Arizona
$353K +$1.37K +20 +0.4%
RCIM
705
Red Cedar Investment Management
Michigan
$352K +$354K +5,160 New
CPO
706
Cerity Partners OCIO
New York
$350K +$20.3K +295 +6%
SFS
707
Stiles Financial Services
Minnesota
$344K +$8.31K +121 +2%
FNT
708
First Nebraska Trust
Nebraska
$341K +$1.51K +22 +0.4%
DAC
709
Dividend Assets Capital
South Carolina
$341K – – –
WFI
710
West Family Investments
California
$338K -$134K -1,948 -28%
AFG
711
Allegheny Financial Group
Pennsylvania
$337K -$15K -219 -4%
CRI
712
Colonial River Investments
Virginia
$334K -$51.2K -746 -13%
LA
713
LexAurum Advisors
Kansas
$334K +$11.5K +167 +4%
FHA
714
First Horizon Advisors
Tennessee
$334K +$295K +4,289 +721%
CFAM
715
Center For Asset Management
Florida
$333K +$335K +4,881 New
WC
716
Weil Company
California
$332K – – –
BRWM
717
B. Riley Wealth Management
Tennessee
$332K +$334K +4,864 New
CIA
718
Capital Investment Advisors
Georgia
$331K -$45.6K -664 -12%
PA
719
Procyon Advisors
Connecticut
$331K +$333K +4,850 New
SWM
720
Sugarloaf Wealth Management
Georgia
$329K -$4.53K -66 -1%
DDC
721
DF Dent & Co
Maryland
$327K – – –
KFA
722
Krane Funds Advisors
New York
$324K +$326K +4,749 New
NFG
723
Nations Financial Group
Iowa
$323K +$14K +204 +5%
RWP
724
Ridgecrest Wealth Partners
California
$322K +$123K +1,789 +61%
CAC
725
Certified Advisory Corp
Florida
$321K -$5.08K -74 -2%
27 28
29
30 31