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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Crane Advisory
California
$538K -$81.5K -1,408 -13%
WQ
752
Wealth Quarterback
New Jersey
$528K +$88.9K +1,536 +20%
KFGK
753
Keystone Financial Group (Kentucky)
Kentucky
$528K -$34.3K -592 -6%
MWS
754
MFA Wealth Services
California
$525K +$95.2K +1,645 +21%
CW
755
Code Waechter
Florida
$524K +$15.9K +274 +3%
AWM
756
Aprio Wealth Management
Georgia
$519K +$101K +1,750 +28%
FPWM
757
FSB Premier Wealth Management
Iowa
$518K +$66.3K +1,146 +14%
CM
758
Capula Management
Cayman Islands
$516K +$237K +4,087 +81%
JCM
759
Jacobi Capital Management
Pennsylvania
$515K +$13.9K +240 +3%
TFO
760
Tarbox Family Office
California
$512K -$67K -1,158 -11%
Bessemer Group
761
Bessemer Group
New Jersey
$512K -$22.1K -381 -4%
ACA
762
Aptus Capital Advisors
Alabama
$507K -$107K -1,848 -17%
BWM
763
Buckley Wealth Management
Nevada
$498K -$31.4K -542 -6%
WBC
764
Westpac Banking Corp
Australia
$494K
CI
765
Cigna Investments
Connecticut
$490K
AAP
766
Arax Advisory Partners
Colorado
$487K -$423K -7,313 -46%
CMMS
767
Comprehensive Money Management Services
Florida
$485K +$159K +2,750 +47%
XWL
768
XXI Wealth LLC
Illinois
$483K +$496K +8,564 New
VFA
769
Valeo Financial Advisors
Indiana
$483K +$5.04K +87 +1%
CPL
770
CAP Partners LLC
Tennessee
$481K +$7.99K +138 +2%
PFA
771
Pure Financial Advisors
California
$480K +$178K +3,071 +56%
XF
772
XML Financial
Maryland
$479K +$55.4K +956 +13%
FGA
773
Fortis Group Advisors
New Jersey
$475K +$6.31K +109 +1%
ABC
774
Associated Banc-Corp
Wisconsin
$468K
RIA
775
Regal Investment Advisors
Michigan
$468K +$17.9K +310 +4%