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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
776
Chesapeake Asset Management
New York
$419K -$133K -2,405 -25%
PA
777
Pinnacle Associates
New York
$418K +$19.1K +345 +5%
TIA
778
Tiemann Investment Advisors
California
$416K -$104K -1,873 -21%
C
779
Certuity
Florida
$416K -$33.2K -599 -8%
AW
780
Alteri Wealth
California
$411K +$104K +1,883 +36%
GSWM
781
Golden State Wealth Management
California
$409K -$24.5K -443 -6%
OWP
782
ORG Wealth Partners
Texas
$409K +$76.3K +1,379 +24%
CSP
783
Cary Street Partners
Virginia
$407K -$15.7K -283 -4%
CWP
784
Cyndeo Wealth Partners
Florida
$406K -$261K -4,713 -40%
FPWM
785
FSB Premier Wealth Management
Iowa
$406K +$4.82K +87 +1%
MWS
786
MFA Wealth Services
California
$405K +$21.8K +394 +6%
CNBTD
787
Citizens National Bank Trust Department
Mississippi
$400K +$41.5K +750 +12%
VFA
788
Valeo Financial Advisors
Indiana
$398K -$47.1K -851 -11%
GL
789
Graypoint LLC
New York
$396K -$37.2K -672 -9%
TWM
790
TCFG Wealth Management
California
$395K +$7.58K +137 +2%
CCFM
791
Clear Creek Financial Management
Washington
$395K +$145K +2,617 +62%
SAM
792
Strategy Asset Managers
California
$395K +$103K +1,868 +38%
GAM
793
Griffin Asset Management
New York
$394K -$730K -13,187 -66%
EM
794
Excalibur Management
Massachusetts
$393K -$3.21K -58 -0.8%
ISL
795
Ingalls & Snyder LLC
New York
$392K -$49.8K -900 -12%
IAG
796
Investmark Advisory Group
Connecticut
$392K -$84.5K -1,526 -18%
PD
797
Planning Directions
Pennsylvania
$392K +$374K +6,753 New
FW
798
FullCircle Wealth
Texas
$391K -$10.1K -182 -3%
IAN
799
Integrated Advisors Network
Texas
$391K +$25.1K +454 +7%
EFG
800
Everhart Financial Group
Ohio
$390K +$111K +2,008 +43%