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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
726
Fund Management at Engine No 1
California
$332K +$326K +4,789 New
CAC
727
Certified Advisory Corp
Florida
$331K -$6.73K -99 -2%
MG
728
Mather Group
Illinois
$331K -$1.84K -27 -0.6%
SIA
729
Soltis Investment Advisors
Utah
$331K +$8.5K +125 +3%
MGIM
730
M&G Investment Management
United Kingdom
$329K – – –
LA
731
LexAurum Advisors
Kansas
$327K +$68 +1 +0%
FT
732
Fiduciary Trust
Massachusetts
$325K – – –
SW
733
SVB Wealth
Massachusetts
$325K +$25.2K +371 +9%
OA
734
Oxbow Advisors
Texas
$324K -$20.4K -300 -6%
IAIM
735
International Assets Investment Management
Florida
$323K -$612 -9 -0.2%
DLG
736
Daniel L. Goodwin
$323K – – –
TCA
737
Transcend Capital Advisors
New Jersey
$318K -$91.4K -1,345 -23%
GFS
738
GYL Financial Synergies
Connecticut
$318K +$10.1K +149 +3%
SWIG
739
Strategic Wealth Investment Group
Kentucky
$317K -$7.95K -117 -2%
CRWM
740
Castle Rock Wealth Management
California
$317K – – –
ANTB
741
AMG National Trust Bank
Colorado
$315K -$13.6K -200 -4%
CC
742
Commons Capital
Massachusetts
$315K +$24.5K +361 +9%
GBT
743
Grove Bank & Trust
Florida
$315K +$65.9K +969 +27%
NFG
744
Nations Financial Group
Iowa
$314K -$29.5K -434 -9%
SIM
745
Sentry Investment Management
Wisconsin
$313K -$51.7K -760 -14%
CIM
746
Cambria Investment Management
California
$312K +$61.2K +900 +25%
CCG
747
Cypress Capital Group
Florida
$310K +$301K +4,426 New
BFA
748
Beacon Financial Advisory
Ohio
$308K -$10.3K -151 -3%
APP
749
Alpha Paradigm Partners
Illinois
$306K -$489K -7,199 -62%
AI
750
Accredited Investors
Minnesota
$306K +$2.85K +42 +1%
28 29
30
31 32