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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
726
tru Independence
Oregon
$61K +$94.1K +1,263 New
OC
727
Oakworth Capital
Alabama
$60K – – –
TIM
728
Tortoise Investment Management
New York
$60K – – –
PFBT
729
Parkside Financial Bank & Trust
Missouri
$60K +$1.19K +16 +2%
APWM
730
Atlas Private Wealth Management
New York
$59K +$61.5K +826 New
ME
731
McIlrath & Eck
Washington
$58K – – –
HFM
732
Hartford Financial Management
Connecticut
$55K – – –
HWA
733
Heritage Wealth Advisors
Virginia
$54.3K – – –
PCIA
734
Prime Capital Investment Advisors
Kansas
$54K – – –
SIA
735
Sit Investment Associates
Minnesota
$53K +$55.7K +748 New
BWM
736
BerganKDV Wealth Management
Minnesota
$51K +$5.14K +69 +11%
HRC
737
Hoertkorn Richard Charles
$49K – – –
KTC
738
Kistler-Tiffany Companies
Pennsylvania
$47K – – –
BRC
739
Bell Rock Capital
Delaware
$46K +$298 +4 +0.6%
GI
740
Gradient Investments
Minnesota
$46K +$35.1K +471 +269%
CTC
741
Central Trust Company
Missouri
$45K – – –
PGAM
742
Princeton Global Asset Management
New Jersey
$45K +$47.2K +634 New
CHAM
743
Clear Harbor Asset Management
Connecticut
$44.2K +$46.1K +619 New
CWM
744
Cedar Wealth Management
California
$44K – – –
LC
745
Lindbrook Capital
California
$44K – – –
CAW
746
Cornerstone Advisors (Washington)
Washington
$44K +$2.53K +34 +6%
CB
747
Community Bank
New York
$43K -$28.6K -384 -39%
CFFP
748
Center for Financial Planning
Michigan
$43K +$44.6K +599 New
SIC
749
Salem Investment Counselors
North Carolina
$42K +$372 +5 +0.9%
SIAP
750
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K +$372 +5 +0.9%
28 29
30
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