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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Capital Investment Advisors
Georgia
$399K +$37.7K +582 +10%
HWM
702
HB Wealth Management
Georgia
$398K +$31.1K +480 +8%
WTC
703
WhitTier Trust Company
Nevada
$396K +$6.87K +106 +2%
AA
704
Ancora Advisors
Ohio
$395K – – –
AL
705
Aspiriant LLC
California
$393K +$2.92K +45 +0.7%
SHFA
706
SS&H Financial Advisors
Michigan
$393K -$64.8K -1,000 -14%
AIS
707
American Investment Services
Massachusetts
$389K – – –
NRI
708
NFP Retirement Inc
California
$387K +$6.87K +106 +2%
AFG
709
Atomi Financial Group
New York
$387K +$396K +6,106 New
CW
710
Channel Wealth
California
$386K +$395K +6,092 New
VWA
711
Visionary Wealth Advisors
Illinois
$385K +$32.5K +501 +9%
FAIM
712
Financial Advocates Investment Management
Washington
$383K -$19.1K -295 -5%
MAC
713
Mason & Associates (California)
California
$383K – – –
SMC
714
Smith, Moore & Co
Missouri
$382K +$29.9K +461 +8%
NEWAS
715
N.E.W. Advisory Services
Wisconsin
$378K +$65.1K +1,004 +20%
KA
716
Kintegral Advisory
New York
$372K -$20.3K -314 -5%
CAG
717
Csenge Advisory Group
Florida
$370K -$76.5K -1,181 -17%
BOH
718
Bank of Hawaii
Hawaii
$368K -$194 -3 -0.1%
SAM
719
Strategy Asset Managers
California
$368K -$12.4K -191 -3%
BB
720
Busey Bank
Illinois
$368K +$648 +10 +0.2%
RWA
721
Redhawk Wealth Advisors
Minnesota
$366K -$38.2K -589 -9%
FWM
722
Focused Wealth Management
New York
$363K +$1.43K +22 +0.4%
ESB
723
Essex Savings Bank
Connecticut
$360K +$20.8K +321 +6%
IAS
724
Insigneo Advisory Services
Florida
$360K +$104K +1,605 +39%
ASFA
725
All Season Financial Advisors
Colorado
$359K +$368K +5,676 New
27 28
29
30 31