We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
751
Beaumont Asset Management
Texas
$467K +$445K +8,043 New
FMLI
752
Fukoku Mutual Life Insurance
Japan
$466K – – –
FWM
753
Focused Wealth Management
New York
$462K -$6.7K -121 -1%
TWM
754
Trueblood Wealth Management
Ohio
$456K +$4.82K +87 +1%
GWMR
755
GC Wealth Management RIA
Massachusetts
$456K +$1.11K +20 +0.3%
AIS
756
American Investment Services
Massachusetts
$455K +$64.3K +1,162 +17%
PMA
757
Prudent Man Advisors
Illinois
$453K – – –
RWM
758
Revisor Wealth Management
Ohio
$450K +$203K +3,670 +90%
RIA
759
Regal Investment Advisors
Michigan
$448K -$10.6K -192 -2%
FPGK
760
Financial Partners Group (Kansas)
Kansas
$447K +$18.6K +336 +5%
HIP
761
HUB Investment Partners
Texas
$447K -$1.05K -19 -0.2%
SCA
762
SMH Capital Advisors
Texas
$447K -$8.91K -161 -2%
JCM
763
Jacobi Capital Management
Pennsylvania
$444K +$424K +7,651 New
AFG
764
Atomi Financial Group
New York
$441K +$124K +2,246 +42%
WPA
765
West Paces Advisors
Georgia
$436K -$67K -1,210 -14%
SVWAG
766
Sound View Wealth Advisors Group
Georgia
$435K +$43.8K +792 +12%
HBT
767
Heartland Bank & Trust
Illinois
$434K +$414K +7,480 New
IAS
768
Insigneo Advisory Services
Florida
$426K +$175K +3,156 +75%
AWA
769
Arete Wealth Advisors
Illinois
$426K +$6.09K +110 +2%
IA
770
Integrity Alliance
Iowa
$424K +$405K +7,315 New
AIA
771
AssuredPartners Investment Advisors
Florida
$422K -$4.37K -79 -1%
BIA
772
Benchmark Investment Advisors
Illinois
$421K – – –
FCA
773
FLC Capital Advisors
California
$420K +$27.7K +500 +7%
KFS
774
Keynote Financial Services
Connecticut
$420K +$401K +7,241 New
FLPIM
775
F.L. Putnam Investment Management
Massachusetts
$419K -$22.2K -401 -5%
29 30
31
32 33