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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
751
Gemmer Asset Management
California
$12K – – –
PCFFS
752
Pacific Center for Financial Services
California
$12K – – –
TWA
753
TCI Wealth Advisors
Arizona
$12K – – –
VEA
754
Virtus ETF Advisers
New York
$12K +$12.4K +181 New
GI
755
Gradient Investments
Minnesota
$11K -$17.8K -260 -61%
FGAM
756
Financial Gravity Asset Management
Texas
$11K -$8.26K -121 -42%
BL
757
Balentine LLC
Georgia
$11K +$4.58K +67 +69%
SWA
758
Sutton Wealth Advisors
Florida
$9.52K – – –
FHA
759
First Horizon Advisors
Tennessee
$9K – – –
MWM
760
Mascoma Wealth Management
New Hampshire
$9K – – –
CTB
761
Country Trust Bank
Illinois
$8K – – –
BWM
762
Baystate Wealth Management
Massachusetts
$7K – – –
CI
763
CX Institutional
Indiana
$7K +$2.46K +36 +51%
TFA
764
Transamerica Financial Advisors
Florida
$7K +$6.15K +90 New
POIA
765
Pin Oak Investment Advisors
Texas
$7K +$6.76K +99 New
SL
766
Salomon & Ludwin
Virginia
$7K +$7.03K +103 New
ACA
767
Atlas Capital Advisors
Wyoming
$6.69K +$6.83K +100 New
FMP
768
Financial Management Professionals
Texas
$6K – – –
SQA
769
Simon Quick Advisors
New Jersey
$5.17K +$5.26K +77 New
SCA
770
Stonebridge Capital Advisors
Minnesota
$5K +$4.64K +68 New
HDIM
771
Hanson & Doremus Investment Management
Vermont
$5K +$5.26K +77 New
GTAM
772
Global Trust Asset Management
Florida
$5K +$370K +5,424 New
Lazard Asset Management
773
Lazard Asset Management
New York
$4K – – –
PG
774
Proffitt & Goodson
Tennessee
$4K – – –
TL
775
TrueWealth LLC
Georgia
$4K – – –