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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
801
Silvercrest Asset Management
New York
$253K – – –
SFG
802
Summit Financial Group
West Virginia
$253K – – –
RFA
803
Resurgent Financial Advisors
Georgia
$252K +$254K +3,692 New
FNBOMD
804
First National Bank of Mount Dora
Florida
$250K -$3.16K -46 -1%
PB
805
Pinnacle Bancorp
Nebraska
$250K +$2.88K +42 +1%
SDAM
806
Shulman DeMeo Asset Management
New York
$249K +$5.98K +87 +2%
FG
807
Fiduciary Group
Georgia
$248K -$10.2K -149 -4%
MA
808
Montag & Associates
Georgia
$246K – – –
SCM
809
Shelton Capital Management
Colorado
$246K – – –
KWA
810
Kellett Wealth Advisors
Ohio
$246K +$247K +3,600 New
CWMU
811
Caliber Wealth Management (Utah)
Utah
$245K +$246K +3,584 New
ZCA
812
Zeke Capital Advisors
Pennsylvania
$245K +$247K +3,596 New
SIA
813
Schechter Investment Advisors
Michigan
$243K +$245K +3,563 New
FNA
814
First National Advisers
Nebraska
$243K +$245K +3,567 New
PWP
815
Principle Wealth Partners
Connecticut
$242K -$10.7K -156 -4%
MGIM
816
M&G Investment Management
United Kingdom
$241K -$83.4K -1,214 -25%
JF
817
Jump Financial
Illinois
$241K +$41.2K +600 +20%
WMA
818
Wealth Management Associates
New Jersey
$240K +$4.46K +65 +2%
GG
819
Gofen & Glossberg
Illinois
$240K +$1.99K +29 +0.8%
GL
820
Graypoint LLC
New York
$240K +$31.1K +453 +15%
LIM
821
Leavell Investment Management
Alabama
$238K – – –
SHGA
822
Sand Hill Global Advisors
California
$238K – – –
WIC
823
Woodmont Investment Counsel
Tennessee
$237K -$10.3K -150 -4%
WF
824
Warner Financial
Maryland
$236K – – –
WDA
825
Wendell David Associates
New Hampshire
$236K +$27.5K +400 +13%
31 32
33
34 35