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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
801
Valeo Financial Advisors
Indiana
$278K +$272K +4,376 New
SWM
802
Sugarloaf Wealth Management
Georgia
$277K -$30.7K -494 -10%
SFG
803
Sovereign Financial Group
Connecticut
$276K +$3.23K +52 +1%
CGL
804
Clarius Group LLC
Washington
$276K +$16.3K +263 +6%
TCOT
805
Trust Company of Toledo
Ohio
$275K
ZCA
806
Zeke Capital Advisors
Pennsylvania
$274K +$46.6K +751 +21%
CWM
807
Cedar Wealth Management
California
$273K
SS
808
Sunbelt Securities
Texas
$269K +$6.02K +97 +2%
AMIM
809
Aull & Monroe Investment Management
Alabama
$266K -$74.5K -1,200 -22%
WT
810
Whittier Trust
California
$264K +$122K +1,958 +89%
IB
811
Intrust Bank
Kansas
$263K -$23.7K -381 -8%
CRI
812
Colonial River Investments
Virginia
$263K -$14K -225 -5%
BFA
813
Beacon Financial Advisory
Ohio
$261K +$62 +1 +0%
WWM
814
Wolff Wiese Magana
California
$261K -$248 -4 -0.1%
IAS
815
Insigneo Advisory Services
Florida
$261K +$254K +4,095 New
PAI
816
Pittenger & Anderson Inc
Nebraska
$261K +$118K +1,900 +86%
MCWS
817
McKinley Carter Wealth Services
West Virginia
$260K -$108K -1,745 -30%
NAG
818
Northstar Advisory Group
New Jersey
$260K
WIC
819
Woodmont Investment Counsel
Tennessee
$260K +$38.8K +625 +18%
Jones Financial Companies
820
Jones Financial Companies
Missouri
$260K -$9.19K -148 -3%
HFM
821
Harvest Fund Management
China
$260K
PCM
822
Pointe Capital Management
Michigan
$260K
SWM
823
Silverlake Wealth Management
Vermont
$258K +$10.7K +173 +4%
Koshinski Asset Management
824
Koshinski Asset Management
Illinois
$258K -$14.5K -234 -5%
BFG
825
Beacon Financial Group
Texas
$256K +$737K +11,862 New