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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AI
751
Accredited Investors
Minnesota
$291K +$38.5K +558 +13%
IP
752
Ignite Planners
California
$289K +$336K +4,879 New
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$288K -$68.7K -996 -17%
EA
754
Eudaimonia Advisors
Tennessee
$288K +$34.3K +498 +11%
FHA
755
First Horizon Advisors
Tennessee
$287K +$3.24K +47 +1%
SCA
756
SMH Capital Advisors
Texas
$287K +$42.9K +622 +14%
AI
757
Atom Investors
Texas
$287K +$340K +4,936 New
CPO
758
Cerity Partners OCIO
New York
$286K -$15K -217 -4%
BCI
759
Brinker Capital Investments
Pennsylvania
$286K +$38.7K +562 +13%
LA
760
LexAurum Advisors
Kansas
$285K +$345 +5 +0.1%
WC
761
Weil Company
California
$283K – – –
SWM
762
Sugarloaf Wealth Management
Georgia
$283K +$2.21K +32 +0.7%
AC
763
AlphaCore Capital
California
$283K +$29K +420 +9%
DDC
764
DF Dent & Co
Maryland
$278K -$1.17K -17 -0.4%
NFG
765
Nations Financial Group
Iowa
$278K +$3.52K +51 +1%
TCA
766
Transcend Capital Advisors
New Jersey
$277K +$7.31K +106 +2%
AWM
767
Avior Wealth Management
Nebraska
$277K +$111K +1,611 +51%
DAS
768
Dynamic Advisor Solutions
Arizona
$275K -$151K -2,197 -32%
FT
769
Fiduciary Trust
Massachusetts
$275K +$2.21K +32 +0.7%
MWM
770
Meridian Wealth Management
Kentucky
$273K -$71.9K -1,043 -18%
IAIM
771
International Assets Investment Management
Florida
$273K +$38.3K +556 +13%
OA
772
Oxbow Advisors
Texas
$272K – – –
SWIG
773
Strategic Wealth Investment Group
Kentucky
$272K +$2.21K +32 +0.7%
SWM
774
Spire Wealth Management
Virginia
$271K -$938K -13,598 -74%
DLG
775
Daniel L. Goodwin
$270K – – –
29 30
31
32 33