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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CAW
726
Cornerstone Advisors (Washington)
Washington
$7K +$4.42K +74 +195%
LFA
727
Legacy Financial Advisors
Kentucky
$7K +$5.91K +99 +1,100%
BL
728
Balentine LLC
Georgia
$6K – – –
WAM
729
Watermark Asset Management
California
$6K – – –
KL
730
KWMG LLC
Kansas
$6K +$60 +1 +1%
TFA
731
Transamerica Financial Advisors
Florida
$6K +$5.37K +90 New
FMP
732
Financial Management Professionals
Texas
$5K – – –
PCP
733
Proficio Capital Partners
Massachusetts
$5K – – –
FTI
734
Fiduciary Trust International
Massachusetts
$5K +$4.6K +77 New
HIIFS
735
Harel Insurance Investments & Financial Services
Israel
$5K +$4.9K +82 New
FC
736
Ferris Capital
Massachusetts
$4K – – –
ST
737
Smithfield Trust
Pennsylvania
$4K – – –
VCM
738
Versant Capital Management
Arizona
$4K +$4.42K +74 New
CFD
739
Creative Financial Designs
Indiana
$3K – – –
NS
740
NewDay Solutions
New Hampshire
$3K +$2.69K +45 New
WANY
741
Wealthspire Advisors (New York)
New York
$3K +$2.93K +49 New
PWMG
742
Prestige Wealth Management Group
New Jersey
$3K +$3.17K +53 New
GTAM
743
Global Trust Asset Management
Florida
$2K – – –
IDBONY
744
Israel Discount Bank of New York
New York
$2K – – –
JAM
745
JCIC Asset Management
Ontario, Canada
$2K – – –
MIM
746
Macroview Investment Management
Maryland
$2K – – –
SC
747
Sawyer & Company
Massachusetts
$2K – – –
Fidelity International
748
Fidelity International
Bermuda
$2K +$717 +12 +50%
AIA
749
Alera Investment Advisors
Illinois
$2K +$2.15K +36 New
RWM
750
Raffa Wealth Management
District of Columbia
$1.45K – – –