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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
801
Principle Wealth Partners
Connecticut
$257K -$20.3K -298 -7%
AMG
802
Advisors Management Group
Wisconsin
$257K +$680 +10 +0.3%
MWM
803
Mattern Wealth Management
Kansas
$256K
SAM
804
Silvercrest Asset Management
New York
$256K
SFG
805
Summit Financial Group
West Virginia
$256K
SW
806
Solidarity Wealth
Utah
$255K +$234K +3,443 New
JG
807
Jefferies Group
New York
$254K -$973K -14,319 -80%
PWPS
808
Pinnacle Wealth Planning Services
Ohio
$253K +$248K +3,644 New
VFA
809
Valeo Financial Advisors
Indiana
$253K +$248K +3,653 New
MA
810
MKT Advisors
California
$251K -$1.16K -17 -0.4%
PB
811
Pinnacle Bancorp
Nebraska
$251K +$138K +2,027 +127%
WIC
812
Woodmont Investment Counsel
Tennessee
$251K +$246K +3,625 New
SCM
813
Shelton Capital Management
Colorado
$249K -$2.99K -44 -1%
MA
814
Montag & Associates
Georgia
$249K
LWP
815
Lumature Wealth Partners
Georgia
$249K +$231K +3,399 +1,700%
GT
816
Greenleaf Trust
Michigan
$248K -$69.6K -1,024 -22%
SDAM
817
Shulman DeMeo Asset Management
New York
$247K -$10.3K -151 -4%
GP
818
Girard Partners
Pennsylvania
$247K -$8.16K -120 -3%
SW
819
SteelPeak Wealth
California
$247K +$242K +3,558 New
T
820
TCWP
Ohio
$246K +$14.3K +211 +6%
ICG
821
InterOcean Capital Group
Tennessee
$245K
MWM
822
Meridian Wealth Management
Kentucky
$244K +$240K +3,526 New
CIA
823
Cladis Investment Advisory
Montana
$243K
TNA
824
True North Advisors
Texas
$242K -$1.5K -22 -0.6%
GG
825
Gofen & Glossberg
Illinois
$242K +$408 +6 +0.2%