We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
801
Pinnacle Bancorp
Nebraska
$250K +$2.88K +42 +1%
SDAM
802
Shulman DeMeo Asset Management
New York
$249K +$5.98K +87 +2%
FG
803
Fiduciary Group
Georgia
$248K -$10.2K -149 -4%
MA
804
Montag & Associates
Georgia
$246K – – –
SCM
805
Shelton Capital Management
Colorado
$246K – – –
KWA
806
Kellett Wealth Advisors
Ohio
$246K +$247K +3,600 New
CWMU
807
Caliber Wealth Management (Utah)
Utah
$245K +$246K +3,584 New
ZCA
808
Zeke Capital Advisors
Pennsylvania
$245K +$247K +3,596 New
SIA
809
Schechter Investment Advisors
Michigan
$243K +$245K +3,563 New
FNA
810
First National Advisers
Nebraska
$243K +$245K +3,567 New
PWP
811
Principle Wealth Partners
Connecticut
$242K -$10.7K -156 -4%
JF
812
Jump Financial
Illinois
$241K +$41.2K +600 +20%
WMA
813
Wealth Management Associates
New Jersey
$240K +$4.46K +65 +2%
GG
814
Gofen & Glossberg
Illinois
$240K +$1.99K +29 +0.8%
GL
815
Graypoint LLC
New York
$240K +$31.1K +453 +15%
LIM
816
Leavell Investment Management
Alabama
$238K – – –
SHGA
817
Sand Hill Global Advisors
California
$238K – – –
WIC
818
Woodmont Investment Counsel
Tennessee
$237K -$10.3K -150 -4%
WF
819
Warner Financial
Maryland
$236K – – –
WDA
820
Wendell David Associates
New Hampshire
$236K +$27.5K +400 +13%
FDCDDQ
821
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235K +$79.8K +1,161 +51%
BA
822
Bennicas & Associates
California
$235K – – –
MFG
823
Merit Financial Group
Georgia
$235K +$237K +3,443 New
PMA
824
Prudent Man Advisors
Illinois
$234K – – –
ECM
825
Evergreen Capital Management
Washington
$234K +$236K +3,430 New
31 32
33
34 35