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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
751
Beacon Investment Advisors
Maryland
$375K +$10.6K +199 +3%
HI
752
Hendershot Investments
Virginia
$369K -$97K -1,817 -21%
ESB
753
Essex Savings Bank
Connecticut
$369K +$41.9K +785 +13%
IA
754
IFP Advisors
Florida
$365K -$30.7K -575 -8%
SWA
755
Stratos Wealth Advisors
Ohio
$364K +$27.2K +510 +8%
GS
756
GTS Securities
Florida
$362K -$102K -1,915 -22%
ADL
757
Asset Dedication LLC
California
$360K +$14.6K +274 +4%
EWA
758
EverSource Wealth Advisors
Alabama
$358K +$54.8K +1,026 +20%
CG
759
Caprock Group
Idaho
$358K -$45.4K -850 -11%
EM
760
Excalibur Management
Massachusetts
$357K +$150K +2,808 +71%
WC
761
Whitney & Co
New York
$357K -$10.7K -200 -3%
RB
762
Rodgers Brothers
Pennsylvania
$357K
SWM
763
Spire Wealth Management
Virginia
$356K -$55.3K -1,035 -13%
SIA
764
Sage Investment Advisers
New York
$354K +$15.9K +298 +5%
JF
765
Jump Financial
Illinois
$354K -$6.35M -118,841 -95%
FLPIM
766
F.L. Putnam Investment Management
Massachusetts
$353K -$2.35K -44 -0.7%
CIA
767
Cape Investment Advisory
Georgia
$353K +$18.4K +344 +5%
Bank Julius Baer & Co
768
Bank Julius Baer & Co
Switzerland
$353K -$11.9K -222 -3%
AIS
769
American Investment Services
Massachusetts
$353K -$57.6K -1,079 -14%
IAG
770
Investmark Advisory Group
Connecticut
$351K +$2.19K +41 +0.6%
BFC
771
Blue Fin Capital
Rhode Island
$350K
AC
772
AlphaCore Capital
California
$350K -$16.3K -305 -4%
1WA
773
180 Wealth Advisors
Washington
$349K +$5.29K +99 +2%
GIA
774
Guyasuta Investment Advisors
Pennsylvania
$347K
FTWA
775
Fifth Third Wealth Advisors
Ohio
$345K +$348K +6,524 New