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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
BMWM
726
Brown Miller Wealth Management
Virginia
$210K
OSAM
727
O'Shaughnessy Asset Management
Connecticut
$210K +$60.7K +899 +37%
TSA
728
Tri-Star Advisors
Texas
$208K +$208K +3,076 New
BCM
729
Bluefin Capital Management
New York
$208K +$223K +3,302 New
KAS
730
Kestra Advisory Services
Texas
$208K +$223K +3,309 New
LA
731
LexAurum Advisors
Kansas
$207K +$222K +3,286 New
GIA
732
Guyasuta Investment Advisors
Pennsylvania
$206K
GT
733
Greenleaf Trust
Michigan
$205K -$8.24K -122 -4%
SDAM
734
Shulman DeMeo Asset Management
New York
$205K +$220K +3,260 New
NEWAS
735
N.E.W. Advisory Services
Wisconsin
$203K +$3.38K +50 +2%
AWM
736
Avior Wealth Management
Nebraska
$202K +$810 +12 +0.4%
SIM
737
Sentry Investment Management
Wisconsin
$202K +$215K +3,192 +14,509%
ISWM
738
Independent Solutions Wealth Management
New York
$201K +$216K +3,201 New
GIM
739
Goelzer Investment Management
Indiana
$201K -$23.7K -351 -10%
SFG
740
Summit Financial Group
West Virginia
$201K
SW
741
SVB Wealth
Massachusetts
$200K +$215K +3,191 New
BCWM
742
Bartlett & Co Wealth Management
Ohio
$195K +$51.8K +767 +33%
BC
743
Bartlett & Co
Ohio
$194K +$51.8K +767 +33%
BIP
744
Blueprint Investment Partners
North Carolina
$194K +$208K +3,088 New
COCM
745
Charter Oak Capital Management
New Hampshire
$190K +$3.98K +59 +2%
GI
746
Gradient Investments
Minnesota
$187K
1832 Asset Management
747
1832 Asset Management
Ontario, Canada
$185K +$194K +2,867 New
GWMIA
748
Global Wealth Management Investment Advisory
Florida
$179K +$37.7K +559 +24%
NFSG
749
Newbridge Financial Services Group
Florida
$177K +$93K +1,377 +96%
MIFH
750
Migdal Insurance & Financial Holdings
Israel
$176K -$1.97M -29,171 -91%