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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
751
Powers Advisory Group
Illinois
$672K -$18K -287 -3%
MFWP
752
Mosaic Family Wealth Partners
Missouri
$671K – – –
CT
753
Chicago Trust
Illinois
$666K +$3.32K +53 +0.5%
VF
754
Vawter Financial
Ohio
$666K – – –
CFB
755
Cullen/Frost Bankers
Texas
$664K -$231K -3,695 -25%
JF
756
Jump Financial
Illinois
$657K +$672K +10,743 New
ECM
757
Everence Capital Management
Indiana
$656K – – –
VA
758
VestGen Advisors
Illinois
$645K +$236K +3,768 +57%
SIP
759
Stoneridge Investment Partners
Pennsylvania
$645K -$870K -13,897 -57%
AC
760
AXQ Capital
New Jersey
$643K +$321K +5,127 +95%
SC
761
Summa Corp
Texas
$642K – – –
BWM
762
Buckley Wealth Management
Nevada
$641K +$99.5K +1,589 +18%
EFG
763
Everhart Financial Group
Ohio
$632K +$31.2K +498 +5%
NS
764
NBC Securities
Alabama
$631K -$110K -1,754 -15%
OWP
765
ORG Wealth Partners
Texas
$629K +$403K +6,432 +167%
KSWWM
766
Keyes Stange & Wooten Wealth Management
Florida
$621K +$13.8K +220 +2%
KF
767
Krilogy Financial
Missouri
$617K -$32.6K -521 -5%
HTIM
768
Harbour Trust & Investment Management
Indiana
$616K +$9.52K +152 +2%
PTC
769
Private Trust Company
Ohio
$614K +$13.8K +220 +2%
AHB
770
Abner Herrman & Brock
New Jersey
$612K – – –
FLI
771
Family Legacy Inc
South Carolina
$611K – – –
MWS
772
MFA Wealth Services
California
$610K +$41.4K +661 +7%
XWL
773
XXI Wealth LLC
Illinois
$604K +$82.1K +1,311 +15%
GEA
774
Glen Eagle Advisors
New Jersey
$603K +$1.56K +25 +0.3%
FCM
775
Fourpath Capital Management
Oklahoma
$602K -$380K -6,075 -38%
29 30
31
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