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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
801
Jacobi Capital Management
Pennsylvania
$571K -$5.86K -94 -1%
HWMG
802
Harbour Wealth Management Group
South Carolina
$571K +$8.67K +139 +2%
MIF
803
Mediolanum International Funds
Ireland
$568K +$561K +9,005 New
NFSG
804
Newbridge Financial Services Group
Florida
$565K -$2.43K -39 -0.4%
GBWM
805
Granite Bay Wealth Management
New Hampshire
$562K +$566K +9,086 New
FCM
806
Fourpath Capital Management
Oklahoma
$559K -$50.5K -810 -8%
HWA
807
HHM Wealth Advisors
Tennessee
$556K -$10.2K -163 -2%
NRI
808
NFP Retirement Inc
California
$551K +$8.23K +132 +2%
CI
809
Cigna Investments
Connecticut
$550K +$10.3K +166 +2%
MWC
810
MBM Wealth Consultants
Missouri
$548K +$83K +1,332 +18%
TWC
811
TD Waterhouse Canada
Ontario, Canada
$544K +$14K +225 +3%
LCM
812
LDR Capital Management
New York
$539K -$1.28M -20,584 -70%
CPL
813
CAP Partners LLC
Tennessee
$537K +$4.18K +67 +0.8%
AUB
814
Atlantic Union Bankshares
Virginia
$531K -$2.49K -40 -0.5%
MMA
815
Miracle Mile Advisors
California
$530K +$207K +3,328 +64%
MGP
816
M&G plc
United Kingdom
$524K – – –
BRWA
817
B. Riley Wealth Advisors
Florida
$522K +$217K +3,487 +73%
ACM
818
Arcataur Capital Management
Wisconsin
$517K +$6.67K +107 +1%
MHFA
819
Mission Hills Financial Advisory
California
$516K +$183K +2,940 +55%
ABC
820
Associated Banc-Corp
Wisconsin
$515K – – –
PWMG
821
Prestige Wealth Management Group
New Jersey
$514K -$312K -5,002 -38%
AWM
822
Avior Wealth Management
Nebraska
$509K -$252K -4,048 -33%
APWA
823
Atlas Private Wealth Advisors
New Jersey
$509K +$77.3K +1,240 +18%
RDWM
824
Red Door Wealth Management
Tennessee
$508K +$83.5K +1,340 +20%
RFC
825
Regions Financial Corp
Alabama
$506K +$100K +1,607 +24%
31 32
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