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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
826
Lenox Wealth Management
Ohio
– -$127K -1,780 Closed
SWM
827
SeaCrest Wealth Management
New York
– -$112K -1,575 Closed
OWD
828
Osborn Williams & Donohoe
Ohio
– -$80K -1,158 Closed
LA
829
Legacy Advisors
Pennsylvania
– -$74K -1,032 Closed
PFPT
830
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$74K -1,032 Closed
OFS
831
Orrstown Financial Services
Pennsylvania
– -$54K -757 Closed
PGWM
832
Parisi Gray Wealth Management
New Jersey
– -$51K -722 Closed
BAM
833
Bruderman Asset Management
New York
– -$45K -625 Closed
EDRH
834
Edmond de Rothschild Holding
Switzerland
– -$44K -619 Closed
IWP
835
Icon Wealth Partners
Texas
– -$37K -513 Closed
ST
836
Somerset Trust
Pennsylvania
– -$34K -471 Closed
CAM
837
Cresset Asset Management
Illinois
– -$32K -444 Closed
WEC
838
Winslow Evans & Crocker
Massachusetts
– -$10K -136 Closed
LFA
839
Legacy Financial Advisors
Kentucky
– -$8K -108 Closed
KL
840
KWMG LLC
Kansas
– -$7K -101 Closed
AIA
841
Alera Investment Advisors
Illinois
– -$6K -91 Closed
PGA
842
Premia Global Advisors
Florida
– -$5K -74 Closed
FC
843
Ferris Capital
Massachusetts
– -$5K -68 Closed
RTC
844
Riverview Trust Company
Washington
– -$3K -43 Closed
PFO
845
Pathstone Family Office
New Jersey
– -$3K -38 Closed
IDBONY
846
Israel Discount Bank of New York
New York
– -$3K -36 Closed
RWM
847
Raffa Wealth Management
District of Columbia
– -$1.69K -24 Closed
WCM
848
WealthBridge Capital Management
Ohio
– -$1K -12 Closed
OSAM
849
O'Shaughnessy Asset Management
Connecticut
– +$68 +1 New
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