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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
801
Traynor Capital Management
Pennsylvania
$320K +$321K +5,920 New
MIA
802
MeadowBrook Investment Advisors
Michigan
$319K +$66.2K +1,222 +26%
PMA
803
Prudent Man Advisors
Illinois
$318K -$22.7K -419 -7%
MAM
804
Milestone Asset Management
Pennsylvania
$318K +$318K +5,872 New
GL
805
Graypoint LLC
New York
$316K +$30.3K +559 +11%
CB
806
Cadence Bank
Mississippi
$315K -$24.6K -455 -7%
KA
807
Kintegral Advisory
New York
$315K -$975 -18 -0.3%
BAG
808
Bridgewealth Advisory Group
California
$314K -$27.6K -509 -8%
XF
809
XML Financial
Maryland
$314K +$38K +701 +14%
PB
810
Pinnacle Bancorp
Nebraska
$313K +$89.9K +1,660 +40%
BFM
811
Boston Financial Management
Massachusetts
$312K +$313K +5,774 New
WTC
812
WhitTier Trust Company
Nevada
$311K -$50.7K -937 -14%
CPA
813
Court Place Advisors
Maryland
$307K -$23.9K -442 -7%
IW
814
Imprint Wealth
South Carolina
$306K +$310K +5,733 New
HPG
815
Harvest Portfolios Group
Ontario, Canada
$306K +$306K +5,652 New
BJL
816
Brighton Jones LLC
Washington
$306K -$7.31K -135 -2%
A
817
AJOVista
Massachusetts
$305K – – –
VW
818
Vance Wealth
California
$304K – – –
FMWA
819
Forvis Mazars Wealth Advisors
Missouri
$304K +$35.4K +653 +13%
CIA
820
Capital Investment Advisors
Georgia
$303K -$4.98K -92 -2%
DCM
821
Dudley Capital Management
Virginia
$303K – – –
CAM
822
Campion Asset Management
Virginia
$301K – – –
TCA
823
Transcend Capital Advisors
New Jersey
$299K +$5.69K +105 +2%
GLA
824
Good Life Advisors
Pennsylvania
$298K -$42.9K -793 -13%
CSI
825
Cross Staff Investments
New York
$298K – – –
31 32
33
34 35