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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CL
701
Choreo LLC
Illinois
$351K +$3.91K +68 +1%
TCOT
702
Trust Company of Toledo
Ohio
$349K +$165K +2,878 +70%
JIC
703
Johnson Investment Counsel
Ohio
$348K -$61.6K -1,071 -13%
FMLI
704
Fukoku Mutual Life Insurance
Japan
$343K
CW
705
CreativeOne Wealth
Kansas
$343K -$187K -3,258 -32%
CG
706
Caprock Group
Idaho
$338K -$34.2K -595 -8%
HH
707
Hilltop Holdings
Texas
$337K +$78.7K +1,369 +25%
TFA
708
Teamwork Financial Advisors
Texas
$337K +$79.1K +1,376 +26%
WC
709
Whitney & Co
New York
$337K
1WA
710
180 Wealth Advisors
Washington
$335K +$14.5K +252 +4%
MAS
711
Meeder Advisory Services
Ohio
$334K +$31.7K +551 +9%
Credit Agricole
712
Credit Agricole
France
$332K +$383K +6,656 New
CPA
713
Court Place Advisors
Maryland
$330K +$460 +8 +0.1%
MYIA
714
Mount Yale Investment Advisors
Colorado
$329K -$13.1K -228 -3%
WWM
715
Western Wealth Management
Colorado
$329K +$6.15K +107 +2%
DWT
716
Dorsey & Whitney Trust
South Dakota
$328K +$183K +3,179 +94%
BF
717
BOK Financial
Oklahoma
$325K -$552K -9,597 -58%
RBC
718
Romano Brothers & Co
Illinois
$323K
CIA
719
Cohen Investment Advisors
New Hampshire
$322K -$10.9K -189 -3%
SAM
720
SignalPoint Asset Management
Missouri
$320K -$21.6K -376 -6%
BIA
721
Beacon Investment Advisors
Maryland
$320K +$19.7K +342 +6%
FCA
722
Fortis Capital Advisors
Kansas
$320K -$403 -7 -0.1%
PIA
723
Panoramic Investment Advisors
Colorado
$318K +$367K +6,374 New
PMA
724
Prudent Man Advisors
Illinois
$318K
DAS
725
Dynamic Advisor Solutions
Arizona
$317K +$23.2K +403 +7%