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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
751
Cape Investment Advisory
Georgia
$425K +$952 +16 +0.2%
PIA
752
Panoramic Investment Advisors
Colorado
$424K +$398K +6,692 New
AIS
753
American Investment Services
Massachusetts
$423K – – –
BFC
754
Blue Fin Capital
Rhode Island
$420K – – –
SVWAG
755
Sound View Wealth Advisors Group
Georgia
$417K +$163K +2,740 +71%
CWP
756
Core Wealth Partners
California
$417K +$146K +2,453 +59%
AC
757
AlphaCore Capital
California
$415K -$4.52K -76 -1%
ACA
758
Aptus Capital Advisors
Alabama
$413K -$87.3K -1,467 -18%
DCM
759
Dudley Capital Management
Virginia
$412K +$47K +790 +14%
TWM
760
TCFG Wealth Management
California
$412K +$386K +6,492 New
AIA
761
Angeles Investment Advisors
California
$408K – – –
CC
762
Centiva Capital
New York
$406K +$381K +6,398 New
RFC
763
Regions Financial Corp
Alabama
$405K +$6.31K +106 +2%
MYIA
764
Mount Yale Investment Advisors
Colorado
$403K -$72.8K -1,223 -16%
HBT
765
Heartland Bank & Trust
Illinois
$398K -$14.5K -243 -4%
RB
766
Rodgers Brothers
Pennsylvania
$396K -$29.8K -500 -7%
AFG
767
Atomi Financial Group
New York
$395K +$112K +1,888 +43%
PPC
768
Park Place Capital
Alabama
$395K +$38.6K +648 +12%
SAM
769
Shell Asset Management
Netherlands
$395K +$371K +6,234 New
PMA
770
Prudent Man Advisors
Illinois
$394K – – –
AWA
771
Arete Wealth Advisors
Illinois
$393K +$371K +6,231 New
MAM
772
Milestone Asset Management
Pennsylvania
$393K -$1.13K -19 -0.3%
IAN
773
Integrated Advisors Network
Texas
$392K +$5.89K +99 +2%
9WM
774
9258 Wealth Management
Ohio
$389K +$32K +537 +10%
IA
775
IFP Advisors
Florida
$389K -$45.8K -769 -11%
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