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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
801
Jones Financial Companies
Missouri
$247K -$24.8K -359 -8%
GL
802
Graypoint LLC
New York
$245K +$47.9K +695 +20%
SW
803
SteelPeak Wealth
California
$245K +$289K +4,198 New
EM
804
Excalibur Management
Massachusetts
$244K +$4.14K +60 +1%
MSFS
805
Main Street Financial Solutions
Pennsylvania
$243K -$12.1K -176 -4%
SS
806
Sunbelt Securities
Texas
$241K +$64K +928 +29%
SSG
807
Summit Securities Group
New York
$241K +$199K +2,888 +230%
WWM
808
Wolff Wiese Magana
California
$240K -$6.55K -95 -2%
BFA
809
Beacon Financial Advisory
Ohio
$240K -$1.1K -16 -0.4%
SIM
810
Sentry Investment Management
Wisconsin
$240K – – –
YIH
811
Y-Intercept (HK)
Hong Kong
$240K +$284K +4,117 New
HFM
812
Harvest Fund Management
China
$239K – – –
NAG
813
Northstar Advisory Group
New Jersey
$239K – – –
PCIA
814
Prime Capital Investment Advisors
Kansas
$239K +$283K +4,102 New
PCM
815
Pointe Capital Management
Michigan
$238K – – –
CGL
816
Clarius Group LLC
Washington
$238K +$282K +4,084 New
PWPS
817
Pinnacle Wealth Planning Services
Ohio
$237K -$1.38K -20 -0.5%
RWM
818
Ritholtz Wealth Management
New York
$237K +$281K +4,071 New
CCM
819
Covington Capital Management
California
$235K – – –
RBCM
820
Raub Brock Capital Management
California
$234K – – –
T
821
TOBAM
France
$231K – – –
SFI
822
SPC Financial Inc
Maryland
$231K +$274K +3,975 New
BFG
823
Berger Financial Group
Minnesota
$229K +$3.79K +55 +1%
MW
824
Marcum Wealth
Ohio
$229K +$61.3K +889 +29%
SWM
825
Silverlake Wealth Management
Vermont
$226K +$1.93K +28 +0.7%