We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
751
Orion Capital Management
California
$44K – – –
SFSIG
752
San Francisco Sentry Investment Group
California
$44K – – –
ST
753
Smithfield Trust
Pennsylvania
$44K – – –
HFM
754
Hartford Financial Management
Connecticut
$43K – – –
HRC
755
Hoertkorn Richard Charles
$42K – – –
PSB
756
Piscataqua Savings Bank
New Hampshire
$41K +$39K +659 New
BCA
757
Berman Capital Advisors
Georgia
$40K +$59 +1 +0.2%
BAM
758
Bellevue Asset Management
Washington
$38K – – –
SIAP
759
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
CFFP
760
Center for Financial Planning
Michigan
$37K – – –
TSW
761
Thompson Siegel & Walmsley
Virginia
$35K – – –
CIA
762
CSat Investment Advisory
Michigan
$35K +$6.22K +105 +22%
TPCW
763
TD Private Client Wealth
New York
$33.2K -$53.8K -908 -63%
CI
764
CX Institutional
Indiana
$33K +$5.15K +87 +19%
ONST
765
Old North State Trust
North Carolina
$32K – – –
RIM
766
Rockbridge Investment Management
New York
$32K – – –
WT
767
Washington Trust
Rhode Island
$32K +$5.15K +87 +20%
LWANC
768
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$6.1K +103 +25%
JCM
769
Jacobi Capital Management
Pennsylvania
$31K +$5.86K +99 +25%
ADL
770
Asset Dedication LLC
California
$30K +$178 +3 +0.6%
BWL
771
Bogart Wealth LLC
Virginia
$30K +$1.54K +26 +6%
HWA
772
HHM Wealth Advisors
Tennessee
$29K – – –
RE
773
RBC Europe
United Kingdom
$27.2K +$13.8K +233 +111%
CAGAS
774
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
HFA
775
HC Financial Advisors
California
$27K – – –
29 30
31
32 33