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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
751
Bogart Wealth LLC
Virginia
$28K – – –
HWA
752
HHM Wealth Advisors
Tennessee
$28K – – –
CI
753
CX Institutional
Indiana
$27K -$32.2K -544 -55%
WT
754
Washington Trust
Rhode Island
$27K -$15.2K -258 -37%
CAGAS
755
Capital Advisory Group Advisory Services
Minnesota
$27K -$1.18K -20 -4%
HR
756
Howe & Rusling
New York
$26K -$93.1K -1,576 -78%
HFA
757
HC Financial Advisors
California
$26K – – –
DOA
758
D'Orazio & Associates
Virginia
$26K +$355 +6 +1%
TWM
759
Tradition Wealth Management
Minnesota
$26K +$25.2K +427 New
SIAG
760
Safeguard Investment Advisory Group
California
$26K +$25.8K +437 New
TIM
761
Tortoise Investment Management
New York
$25K -$24.9K -421 -50%
LWANC
762
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
LWA
763
Lowe Wealth Advisors
Maryland
$25K – – –
KFI
764
Key Financial Inc
Pennsylvania
$25K +$24.3K +411 New
VNA
765
Valley National Advisers
Pennsylvania
$24K – – –
JCM
766
Jacobi Capital Management
Pennsylvania
$24K +$5.44K +92 +30%
PK
767
Pflug Koory
Nebraska
$24K +$23.5K +397 New
KFS
768
Kelly Financial Services
Massachusetts
$23.8K – – –
EFSCE
769
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$64.9K -1,098 -75%
IRC
770
Investors Research Corp
Georgia
$23K – – –
GWS
771
Glassman Wealth Services
Virginia
$23K +$12.8K +217 +127%
CTB
772
Country Trust Bank
Illinois
$22K +$16.8K +285 +361%
CTFG
773
Capstone Triton Financial Group
Oklahoma
$22K +$21.3K +361 New
MSFP
774
Mark Sheptoff Financial Planning
Connecticut
$21K – – –
KTC
775
Kistler-Tiffany Companies
Pennsylvania
$21K +$177 +3 +0.9%
29 30
31
32 33