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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
801
Campion Asset Management
Virginia
$353K – – –
CW
802
CIC Wealth
Maryland
$353K +$331K +5,565 New
PWP
803
Phillips Wealth Planners
Mississippi
$352K +$9.4K +158 +3%
CSI
804
Cross Staff Investments
New York
$350K – – –
MPM
805
MBB Public Markets
Illinois
$348K -$3.29M -55,325 -91%
SAM
806
Strategy Asset Managers
California
$348K +$60.2K +1,012 +23%
BJL
807
Brighton Jones LLC
Washington
$348K -$27.1K -455 -8%
HIP
808
HUB Investment Partners
Texas
$347K -$39.5K -664 -11%
LAM
809
Lummis Asset Management
Texas
$346K – – –
KWA
810
Kellett Wealth Advisors
Ohio
$342K +$29.8K +500 +10%
PWP
811
Principle Wealth Partners
Connecticut
$341K – – –
LCM
812
Landscape Capital Management
New Jersey
$339K +$318K +5,352 New
MWM
813
Meridian Wealth Management
Kentucky
$339K +$318K +5,342 New
PSFG
814
Prairie Sky Financial Group
Illinois
$338K – – –
IP
815
Ignite Planners
California
$334K +$1.84K +31 +0.6%
PPWP
816
Premier Path Wealth Partners
New Jersey
$334K +$28.3K +475 +10%
WWM
817
Western Wealth Management
Colorado
$332K +$2.8K +47 +0.9%
EWA
818
EverSource Wealth Advisors
Alabama
$331K -$60.4K -1,015 -16%
ATC
819
Argent Trust Co
Tennessee
$330K -$41.7K -700 -12%
WWM
820
Whalen Wealth Management
Nevada
$330K +$309K +5,196 New
AC
821
Avestar Capital
New York
$329K +$14K +235 +5%
FIM
822
Freedom Investment Management
Connecticut
$329K -$33.7K -567 -10%
WTC
823
WhitTier Trust Company
Nevada
$329K – – –
MFA
824
Mayflower Financial Advisors
Massachusetts
$327K +$7.26K +122 +2%
EAM
825
Evanson Asset Management
California
$327K +$774 +13 +0.3%
31 32
33
34 35