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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
EGM
826
Engineers Gate Manager
New York
$225K -$57.9K -840 -18%
LWP
827
Lumature Wealth Partners
Georgia
$225K +$7.45K +108 +3%
BL
828
Balentine LLC
Georgia
$224K -$384K -5,565 -59%
SFP
829
Sandbox Financial Partners
Maryland
$224K -$103K -1,500 -28%
MOS
830
MGO One Seven
Ohio
$224K -$13.6K -197 -5%
KWA
831
Kellett Wealth Advisors
Ohio
$224K – – –
PMG
832
ProVise Management Group
Florida
$224K +$345 +5 +0.1%
MWM
833
Mattern Wealth Management
Kansas
$221K – – –
H
834
HoyleCohen
California
$219K -$1.72K -25 -0.7%
SP
835
Successful Portfolios
Florida
$219K -$1.38K -20 -0.5%
FG
836
Fiduciary Group
Georgia
$219K – – –
WDA
837
Wendell David Associates
New Hampshire
$219K +$20.7K +300 +9%
GT
838
Glenview Trust
Kentucky
$218K – – –
EP
839
Eudaimonia Partners
Tennessee
$217K -$477K -6,925 -65%
AMG
840
Advisors Management Group
Wisconsin
$217K +$621 +9 +0.2%
FDCDDQ
841
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K +$19.4K +281 +8%
HGERS
842
Householder Group Estate & Retirement Specialist
Arizona
$216K -$827 -12 -0.3%
SFG
843
Summit Financial Group
West Virginia
$216K – – –
CHA
844
Cooper/Haims Advisors
New York
$215K -$142K -2,062 -36%
CFA
845
CWS Financial Advisors
Michigan
$215K -$17.4K -253 -6%
SAM
846
Silvercrest Asset Management
New York
$215K – – –
MA
847
MKT Advisors
California
$214K -$4.14K -60 -2%
PB
848
Pinnacle Bancorp
Nebraska
$214K – – –
RFA
849
Resurgent Financial Advisors
Georgia
$213K -$2K -29 -0.8%
WA
850
WBH Advisory
Maryland
$213K +$252K +3,655 New