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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
726
Hartford Financial Management
Connecticut
$42K – – –
HRC
727
Hoertkorn Richard Charles
$41K – – –
HWA
728
Heritage Wealth Advisors
Virginia
$40K – – –
PWPS
729
Pinnacle Wealth Planning Services
Ohio
$40K +$39.2K +664 New
PH
730
Pinnacle Holdings
Oklahoma
$39.9K +$39.2K +663 New
BCA
731
Berman Capital Advisors
Georgia
$39K -$10.6K -179 -22%
SIAP
732
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K +$414 +7 +1%
FCH
733
Freestone Capital Holdings
Washington
$37.3K +$18.3K +309 +100%
D
734
Diversified
Delaware
$37K +$36.7K +621 New
BAM
735
Bellevue Asset Management
Washington
$36K – – –
CFFP
736
Center for Financial Planning
Michigan
$36K – – –
TSW
737
Thompson Siegel & Walmsley
Virginia
$34K – – –
TPWA
738
TRUE Private Wealth Advisors
Oregon
$34K – – –
RPWA
739
Regent Peak Wealth Advisors
Georgia
$34K +$33.5K +567 New
ONST
740
Old North State Trust
North Carolina
$32K +$591 +10 +2%
VCG
741
Vantage Consulting Group
Virginia
$32K +$31.4K +531 New
CG
742
Cutler Group
California
$31K -$24.4K -413 -44%
RIM
743
Rockbridge Investment Management
New York
$31K – – –
CAAS
744
Capital Asset Advisory Services
Michigan
$31K +$30.3K +513 New
OAJ
745
Ogorek Anthony Joseph
New York
$31K +$30.5K +516 New
ADL
746
Asset Dedication LLC
California
$29K +$236 +4 +0.8%
CIA
747
CSat Investment Advisory
Michigan
$28K -$57.4K -971 -67%
BWL
748
Bogart Wealth LLC
Virginia
$28K – – –
HWA
749
HHM Wealth Advisors
Tennessee
$28K – – –
CI
750
CX Institutional
Indiana
$27K -$32.2K -544 -55%
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30
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