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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
801
Salem Investment Counselors
North Carolina
$69K +$743 +11 +1%
TFA
802
Toth Financial Advisory
Virginia
$69K +$4.93K +73 +7%
HWA
803
Heritage Wealth Advisors
Virginia
$68.1K +$7.02K +104 +11%
1IA
804
1834 Investment Advisors
Wisconsin
$68K – – –
LWM
805
Liberty Wealth Management
California
$67K +$46.2K +685 +212%
ETI
806
Enterprise Trust & Investment
California
$65K – – –
FGAM
807
Financial Gravity Asset Management
Texas
$65K – – –
SA
808
SRH Advisors
Kansas
$65K – – –
NIM
809
NuWave Investment Management
New Jersey
$64K +$69.1K +1,024 New
NL
810
NVWM LLC
Pennsylvania
$63K – – –
BCA
811
Berman Capital Advisors
Georgia
$63K +$23.3K +345 +52%
PWA
812
Phoenix Wealth Advisors
North Carolina
$62K -$1.08M -15,970 -94%
RFA
813
Reilly Financial Advisors
California
$60K +$3.65K +54 +6%
PA
814
PSI Advisors
Florida
$59K +$63.4K +939 New
MMG
815
Monetary Management Group
Missouri
$56K +$41.9K +620 +231%
CWM
816
Cedar Wealth Management
California
$52K – – –
AWM
817
Activest Wealth Management
Florida
$51K – – –
JCM
818
Jacobi Capital Management
Pennsylvania
$51K +$13.4K +199 +33%
CI
819
CX Institutional
Indiana
$50K +$3.04K +45 +6%
ST
820
Smithfield Trust
Pennsylvania
$47K – – –
HFM
821
Hartford Financial Management
Connecticut
$47K +$4.05K +60 +9%
SQA
822
Simon Quick Advisors
New Jersey
$46K +$540 +8 +1%
ADL
823
Asset Dedication LLC
California
$46K +$7.97K +118 +19%
BBHC
824
Brown Brothers Harriman & Co
New York
$46K +$49.6K +734 New
PH
825
Pinnacle Holdings
Oklahoma
$45.1K +$48.5K +718 New
31 32
33
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