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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
NHT
751
New Hampshire Trust
New Hampshire
$322K +$315K +5,075 New
BLC
752
Brown, Lisle/Cummings
Rhode Island
$320K – – –
FMWA
753
Forvis Mazars Wealth Advisors
Missouri
$317K +$3.17K +51 +1%
FNT
754
First Nebraska Trust
Nebraska
$317K – – –
CPO
755
Cerity Partners OCIO
New York
$316K +$5.03K +81 +2%
CANY
756
Caxton Associates (New York)
New York
$315K +$308K +4,968 New
NEWAS
757
N.E.W. Advisory Services
Wisconsin
$315K +$26.6K +429 +9%
SWIG
758
Strategic Wealth Investment Group
Kentucky
$313K +$4.53K +73 +2%
BHPW
759
Beverly Hills Private Wealth
California
$312K +$306K +4,921 New
CA
760
Cullinan Associates
Kentucky
$310K +$304K +4,889 New
AWA
761
Arkadios Wealth Advisors
Georgia
$310K -$83.9K -1,351 -22%
WC
762
Weil Company
California
$308K – – –
SIMG
763
Sonora Investment Management Group
Arizona
$308K -$19.7K -317 -6%
CWM
764
Congress Wealth Management
Massachusetts
$308K +$17.1K +276 +6%
WAAG
765
Wealth Alliance Advisory Group
Kansas
$307K +$300K +4,837 New
CAM
766
Campion Asset Management
Virginia
$304K +$25.1K +405 +9%
AWM
767
Avior Wealth Management
Nebraska
$303K +$559 +9 +0.2%
MFA
768
Mayflower Financial Advisors
Massachusetts
$302K +$29.7K +479 +11%
DDC
769
DF Dent & Co
Maryland
$302K -$869 -14 -0.3%
MWM
770
Meridian Wealth Management
Kentucky
$302K +$3.48K +56 +1%
EA
771
Eudaimonia Advisors
Tennessee
$301K -$12.4K -200 -4%
MSFS
772
Main Street Financial Solutions
Pennsylvania
$301K +$35.9K +578 +14%
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$301K -$62.8K -1,011 -18%
FT
774
Fiduciary Trust
Massachusetts
$299K -$124 -2 -0%
ICA
775
Infrastructure Capital Advisors
New York
$299K +$26.6K +428 +10%
29 30
31
32 33