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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
801
Everhart Financial Group
Ohio
$390K +$111K +2,008 +43%
AHL
802
Abel Hall LLC
Louisiana
$390K +$372K +6,715 New
RFC
803
Regions Financial Corp
Alabama
$389K +$36.8K +664 +11%
PA
804
Procyon Advisors
Connecticut
$388K -$69.9K -1,262 -16%
REMPR
805
Roof Eidam Maycock Peralta (REMP)
California
$383K +$365K +6,600 New
CAG
806
Csenge Advisory Group
Florida
$382K -$5.81K -105 -2%
PPWP
807
Premier Path Wealth Partners
New Jersey
$382K +$64.1K +1,158 +21%
SWA
808
Stratos Wealth Advisors
Ohio
$382K -$9.52K -172 -3%
FCB
809
First County Bank
Connecticut
$382K -$55.1K -996 -13%
CIA
810
Cape Investment Advisory
Georgia
$381K +$16.2K +292 +5%
PAM
811
Panagora Asset Management
Massachusetts
$381K -$391K -7,062 -52%
BFC
812
Blue Fin Capital
Rhode Island
$379K +$55 +1 +0%
IIC
813
Integrated Investment Consultants
Michigan
$378K +$361K +6,519 New
AWM
814
AllSquare Wealth Management
New York
$377K +$27.7K +500 +8%
EIP
815
Ellis Investment Partners
Pennsylvania
$374K +$41.6K +751 +13%
AV
816
ASR Vermogensbeheer
Netherlands
$371K +$354K +6,399 New
AC
817
AlphaCore Capital
California
$369K +$5.65K +102 +2%
LAM
818
Lummis Asset Management
Texas
$366K +$63.9K +1,155 +22%
NG
819
Norden Group
Utah
$363K -$72.4K -1,308 -17%
RB
820
Rodgers Brothers
Pennsylvania
$363K – – –
EWA
821
EverSource Wealth Advisors
Alabama
$362K +$61.9K +1,119 +22%
SQA
822
Simon Quick Advisors
New Jersey
$356K +$120K +2,173 +55%
CFFP
823
Center for Financial Planning
Michigan
$356K +$46.9K +848 +16%
WAM
824
Walker Asset Management
Missouri
$356K +$4.87K +88 +1%
BF
825
BOK Financial
Oklahoma
$355K -$277K -5,011 -45%
31 32
33
34 35