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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
776
Summit Financial Wealth Advisors
Louisiana
$489K – – –
HCMG
777
Howard Capital Management Group
California
$486K +$466K +8,000 New
FLPIM
778
F.L. Putnam Investment Management
Massachusetts
$486K -$35.9K -617 -7%
RIA
779
Regal Investment Advisors
Michigan
$486K +$42.5K +730 +10%
C
780
Certuity
Florida
$485K +$29.7K +509 +7%
FWM
781
Focused Wealth Management
New York
$484K +$2.21K +38 +0.5%
CA
782
Clearstead Advisors
Ohio
$484K -$1.02M -17,506 -69%
WPC
783
Wedmont Private Capital
Pennsylvania
$481K +$187K +3,215 +66%
MG
784
Mather Group
Illinois
$481K +$1.11K +19 +0.2%
BJL
785
Brighton Jones LLC
Washington
$477K +$48.2K +827 +12%
TWM
786
Trueblood Wealth Management
Ohio
$476K -$1.75K -30 -0.4%
WQ
787
Wealth Quarterback
New Jersey
$476K +$67.9K +1,166 +17%
SCA
788
Scott Capital Advisors
Oregon
$472K +$236K +4,049 +103%
TA
789
Tactive Advisors
Florida
$470K +$33.9K +582 +8%
DWS
790
Discipline Wealth Solutions
South Carolina
$469K +$450K +7,718 New
SPWG
791
Sage Private Wealth Group
Illinois
$467K +$46.4K +796 +12%
MWS
792
MFA Wealth Services
California
$466K +$35.6K +611 +9%
SVWAG
793
Sound View Wealth Advisors Group
Georgia
$465K -$7.81K -134 -2%
FFP
794
FourThought Financial Partners
Florida
$461K -$17K -291 -4%
ES
795
ETF Store
Kansas
$460K +$41.1K +706 +10%
XF
796
XML Financial
Maryland
$459K +$6.99K +120 +2%
AIS
797
American Investment Services
Massachusetts
$458K -$23.5K -404 -5%
FGA
798
Fortis Group Advisors
New Jersey
$451K -$86.3K -1,481 -16%
AW
799
Alteri Wealth
California
$450K +$12.6K +217 +3%
GLA
800
Great Lakes Advisors
Illinois
$449K +$145K +2,486 +51%
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