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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
776
Profund Advisors
Maryland
$633K +$39.5K +634 +7%
FWM
777
Focused Wealth Management
New York
$627K +$131K +2,108 +26%
AWM
778
Aprio Wealth Management
Georgia
$625K +$52.2K +837 +9%
AHB
779
Abner Herrman & Brock
New Jersey
$620K – – –
CP
780
Camelot Portfolios
Ohio
$616K +$620K +9,938 New
FNBOO
781
First National Bank of Omaha
Nebraska
$615K -$412K -6,616 -40%
PTC
782
Private Trust Company
Ohio
$615K -$7.67K -123 -1%
FLI
783
Family Legacy Inc
South Carolina
$613K -$5.3K -85 -0.9%
SWA
784
Sax Wealth Advisors
New Jersey
$612K +$171K +2,746 +38%
B
785
Bailard
California
$607K – – –
QIM
786
Quantitative Investment Management
Virginia
$607K +$113K +1,814 +23%
GLA
787
Great Lakes Advisors
Illinois
$605K +$189K +3,030 +45%
SVWAG
788
Sound View Wealth Advisors Group
Georgia
$605K +$79K +1,267 +15%
KF
789
Krilogy Financial
Missouri
$595K +$3.37K +54 +0.6%
PWP
790
Principle Wealth Partners
Connecticut
$587K +$62 +1 +0%
GS
791
GTS Securities
Florida
$584K -$458K -7,346 -44%
IAIM
792
International Assets Investment Management
Florida
$583K +$209K +3,347 +55%
LOAMS
793
Lombard Odier Asset Management (Switzerland)
Switzerland
$582K +$586K +9,400 New
HTIM
794
Harbour Trust & Investment Management
Indiana
$582K -$41.8K -671 -7%
GEA
795
Glen Eagle Advisors
New Jersey
$579K -$31.7K -509 -5%
CA
796
Crane Advisory
California
$579K -$20.9K -335 -4%
CMMS
797
Comprehensive Money Management Services
Florida
$577K +$28.7K +460 +5%
MGIA
798
Moneta Group Investment Advisors
Missouri
$573K +$62.5K +1,002 +12%
PWG
799
Portside Wealth Group
Utah
$572K +$15.5K +249 +3%
TA
800
Tactive Advisors
Florida
$572K +$10.2K +163 +2%
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