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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
701
American Investment Services
Massachusetts
$357K -$19.9K -289 -5%
AL
702
Aspiriant LLC
California
$357K -$1.38K -20 -0.3%
WTC
703
WhitTier Trust Company
Nevada
$356K -$2K -29 -0.5%
PA
704
Procyon Advisors
Connecticut
$354K +$85.2K +1,235 +25%
SIMG
705
Sonora Investment Management Group
Arizona
$353K – – –
ESB
706
Essex Savings Bank
Connecticut
$352K -$5.24K -76 -1%
GVAG
707
Great Valley Advisor Group
Delaware
$352K -$5.24K -76 -1%
MAC
708
Mason & Associates (California)
California
$352K – – –
5L
709
55I LLC
Massachusetts
$352K +$418K +6,057 New
LC
710
Lindbrook Capital
California
$348K +$44.9K +651 +12%
NRI
711
NFP Retirement Inc
California
$347K +$2.55K +37 +0.6%
SFI
712
Siemens Fonds Invest
Germany
$347K – – –
FMAEN1
713
Fund Management at Engine No 1
California
$345K -$9.58K -139 -2%
SAM
714
Strategy Asset Managers
California
$343K +$407K +5,898 New
CAM
715
Cresset Asset Management
Illinois
$342K -$214K -3,108 -35%
VWA
716
Visionary Wealth Advisors
Illinois
$342K -$11.9K -173 -3%
MCWS
717
McKinley Carter Wealth Services
West Virginia
$341K -$146K -2,117 -27%
CIA
718
Cohen Investment Advisors
New Hampshire
$341K +$6.62K +96 +2%
WFI
719
West Family Investments
California
$341K +$62.1K +901 +18%
KA
720
Kovack Advisors
Florida
$340K -$59.6K -864 -13%
BIAS
721
Beacon Investment Advisory Services
New Jersey
$340K – – –
QCG
722
Quadrant Capital Group
Ohio
$339K -$19.2K -278 -5%
1WA
723
180 Wealth Advisors
Washington
$339K -$965 -14 -0.2%
AAP
724
Arax Advisory Partners
Colorado
$339K +$13.3K +193 +3%
VIM
725
VELA Investment Management
Ohio
$339K +$111K +1,612 +38%
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