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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
776
Great Valley Advisor Group
Delaware
$277K +$680 +10 +0.3%
LAM
777
LifePro Asset Management
California
$277K +$3.81K +56 +1%
CCI
778
Credit Capital Investments
New Jersey
$277K +$272K +4,000 New
GWMIA
779
Global Wealth Management Investment Advisory
Florida
$276K +$41.8K +615 +18%
FFN
780
Focus Financial Network
Minnesota
$275K -$487K -7,164 -64%
BIP
781
Blueprint Investment Partners
North Carolina
$274K -$43.2K -636 -14%
CFA
782
CWS Financial Advisors
Michigan
$274K +$36.7K +540 +16%
FHB
783
First Hawaiian Bank
Hawaii
$273K -$1.84K -27 -0.7%
FMWA
784
Forvis Mazars Wealth Advisors
Missouri
$273K +$272 +4 +0.1%
IB
785
Intrust Bank
Kansas
$272K +$12.2K +179 +5%
ITIM
786
Indiana Trust & Investment Management
Indiana
$270K -$7.07K -104 -3%
SFP
787
Sandbox Financial Partners
Maryland
$270K +$2.85K +42 +1%
NP
788
Ninepoint Partners
Ontario, Canada
$268K +$263K +3,868 New
PMG
789
ProVise Management Group
Florida
$266K – – –
TFS
790
Thoroughbred Financial Services
Tennessee
$266K +$30.8K +453 +13%
BFG
791
Berger Financial Group
Minnesota
$265K -$125K -1,832 -32%
PCIA
792
Prime Capital Investment Advisors
Kansas
$264K – – –
SP
793
Successful Portfolios
Florida
$263K -$1.09K -16 -0.4%
H
794
HoyleCohen
California
$262K – – –
RB
795
Renasant Bank
Mississippi
$262K +$65.6K +965 +34%
TCOT
796
Trust Company of Toledo
Ohio
$261K +$256K +3,771 New
RIA
797
Regal Investment Advisors
Michigan
$260K +$136 +2 +0.1%
EM
798
Excalibur Management
Massachusetts
$260K +$15.9K +234 +7%
GT
799
Glenview Trust
Kentucky
$260K +$54.7K +805 +27%
FNBOMD
800
First National Bank of Mount Dora
Florida
$258K -$47.3K -696 -16%
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