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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Meridian Wealth Management
Kentucky
$314K +$31.3K +513 +11%
KFGK
752
Keystone Financial Group (Kentucky)
Kentucky
$314K +$320K +5,247 New
SFS
753
Stiles Financial Services
Minnesota
$310K +$1.34K +22 +0.4%
CAG
754
Csenge Advisory Group
Florida
$310K -$39.7K -650 -11%
FRM
755
Fox Run Management
Connecticut
$310K +$316K +5,184 New
HSA
756
HBK Sorce Advisory
Pennsylvania
$310K +$9.64K +158 +3%
MAC
757
Mason & Associates (California)
California
$308K -$54.9K -900 -15%
AA
758
Ancora Advisors
Ohio
$307K -$67.8K -1,111 -18%
DAC
759
Dividend Assets Capital
South Carolina
$306K – – –
OP
760
ORG Partners
Indiana
$305K +$311K +5,094 New
SW
761
SVB Wealth
Massachusetts
$305K -$89.4K -1,465 -22%
CW
762
Channel Wealth
California
$304K -$61.4K -1,006 -17%
PBF
763
Petix & Botte Financial
California
$299K +$305K +4,998 New
DI
764
DFPG Investments
Utah
$297K -$37.7K -617 -11%
KWA
765
Kingswood Wealth Advisors
California
$297K +$303K +4,967 New
WI
766
Wintrust Investments
Illinois
$297K – – –
PFGIA
767
Patriot Financial Group Insurance Agency
Massachusetts
$295K +$5.37K +88 +2%
SF
768
Slagle Financial
Illinois
$292K +$298K +4,888 New
TCA
769
Transcend Capital Advisors
New Jersey
$292K +$4.27K +70 +1%
IAIM
770
International Assets Investment Management
Florida
$291K +$17.8K +292 +6%
WC
771
Weil Company
California
$291K – – –
SWIG
772
Strategic Wealth Investment Group
Kentucky
$289K +$3.66K +60 +1%
ATC
773
Argent Trust Co
Tennessee
$285K -$8.91K -146 -3%
MFA
774
Mayflower Financial Advisors
Massachusetts
$284K -$4.58K -75 -2%
IB
775
Intrust Bank
Kansas
$284K +$18.1K +297 +7%
29 30
31
32 33