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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
776
Summa Corp
Texas
$651K – – –
AGP
777
Autumn Glory Partners
Texas
$650K +$68.5K +1,098 +12%
VA
778
VestGen Advisors
Illinois
$649K +$9.66K +155 +2%
KSWWM
779
Keyes Stange & Wooten Wealth Management
Florida
$637K +$8.42K +135 +1%
PA
780
Profund Advisors
Maryland
$633K +$39.5K +634 +7%
FWM
781
Focused Wealth Management
New York
$627K +$131K +2,108 +26%
AWM
782
Aprio Wealth Management
Georgia
$625K +$52.2K +837 +9%
AHB
783
Abner Herrman & Brock
New Jersey
$620K – – –
CP
784
Camelot Portfolios
Ohio
$616K +$620K +9,938 New
FNBOO
785
First National Bank of Omaha
Nebraska
$615K -$412K -6,616 -40%
PTC
786
Private Trust Company
Ohio
$615K -$7.67K -123 -1%
FLI
787
Family Legacy Inc
South Carolina
$613K -$5.3K -85 -0.9%
SWA
788
Sax Wealth Advisors
New Jersey
$612K +$171K +2,746 +38%
B
789
Bailard
California
$607K – – –
QIM
790
Quantitative Investment Management
Virginia
$607K +$113K +1,814 +23%
GLA
791
Great Lakes Advisors
Illinois
$605K +$189K +3,030 +45%
SVWAG
792
Sound View Wealth Advisors Group
Georgia
$605K +$79K +1,267 +15%
KF
793
Krilogy Financial
Missouri
$595K +$3.37K +54 +0.6%
PWP
794
Principle Wealth Partners
Connecticut
$587K +$62 +1 +0%
GS
795
GTS Securities
Florida
$584K -$458K -7,346 -44%
IAIM
796
International Assets Investment Management
Florida
$583K +$209K +3,347 +55%
LOAMS
797
Lombard Odier Asset Management (Switzerland)
Switzerland
$582K +$586K +9,400 New
HTIM
798
Harbour Trust & Investment Management
Indiana
$582K -$41.8K -671 -7%
GEA
799
Glen Eagle Advisors
New Jersey
$579K -$31.7K -509 -5%
CA
800
Crane Advisory
California
$579K -$20.9K -335 -4%
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