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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
751
Summit Financial Wealth Advisors
Louisiana
$469K – – –
BAM
752
Beaumont Asset Management
Texas
$467K +$445K +8,043 New
FMLI
753
Fukoku Mutual Life Insurance
Japan
$466K – – –
FWM
754
Focused Wealth Management
New York
$462K -$6.7K -121 -1%
TWM
755
Trueblood Wealth Management
Ohio
$456K +$4.82K +87 +1%
GWMR
756
GC Wealth Management RIA
Massachusetts
$456K +$1.11K +20 +0.3%
AIS
757
American Investment Services
Massachusetts
$455K +$64.3K +1,162 +17%
PMA
758
Prudent Man Advisors
Illinois
$453K – – –
RWM
759
Revisor Wealth Management
Ohio
$450K +$203K +3,670 +90%
RIA
760
Regal Investment Advisors
Michigan
$448K -$10.6K -192 -2%
FPGK
761
Financial Partners Group (Kansas)
Kansas
$447K +$18.6K +336 +5%
HIP
762
HUB Investment Partners
Texas
$447K -$1.05K -19 -0.2%
SCA
763
SMH Capital Advisors
Texas
$447K -$8.91K -161 -2%
JCM
764
Jacobi Capital Management
Pennsylvania
$444K +$424K +7,651 New
AFG
765
Atomi Financial Group
New York
$441K +$124K +2,246 +42%
WPA
766
West Paces Advisors
Georgia
$436K -$67K -1,210 -14%
SVWAG
767
Sound View Wealth Advisors Group
Georgia
$435K +$43.8K +792 +12%
HBT
768
Heartland Bank & Trust
Illinois
$434K +$414K +7,480 New
IAS
769
Insigneo Advisory Services
Florida
$426K +$175K +3,156 +75%
AWA
770
Arete Wealth Advisors
Illinois
$426K +$6.09K +110 +2%
IA
771
Integrity Alliance
Iowa
$424K +$405K +7,315 New
AIA
772
AssuredPartners Investment Advisors
Florida
$422K -$4.37K -79 -1%
BIA
773
Benchmark Investment Advisors
Illinois
$421K – – –
FCA
774
FLC Capital Advisors
California
$420K +$27.7K +500 +7%
KFS
775
Keynote Financial Services
Connecticut
$420K +$401K +7,241 New
29 30
31
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