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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
826
Sandbox Financial Partners
Maryland
$224K -$103K -1,500 -28%
KWA
827
Kellett Wealth Advisors
Ohio
$224K – – –
PMG
828
ProVise Management Group
Florida
$224K +$345 +5 +0.1%
MWM
829
Mattern Wealth Management
Kansas
$221K – – –
H
830
HoyleCohen
California
$219K -$1.72K -25 -0.7%
SP
831
Successful Portfolios
Florida
$219K -$1.38K -20 -0.5%
FG
832
Fiduciary Group
Georgia
$219K – – –
WDA
833
Wendell David Associates
New Hampshire
$219K +$20.7K +300 +9%
GT
834
Glenview Trust
Kentucky
$218K – – –
EP
835
Eudaimonia Partners
Tennessee
$217K -$477K -6,925 -65%
AMG
836
Advisors Management Group
Wisconsin
$217K +$621 +9 +0.2%
FDCDDQ
837
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K +$19.4K +281 +8%
HGERS
838
Householder Group Estate & Retirement Specialist
Arizona
$216K -$827 -12 -0.3%
SFG
839
Summit Financial Group
West Virginia
$216K – – –
CHA
840
Cooper/Haims Advisors
New York
$215K -$142K -2,062 -36%
CFA
841
CWS Financial Advisors
Michigan
$215K -$17.4K -253 -6%
SAM
842
Silvercrest Asset Management
New York
$215K – – –
MA
843
MKT Advisors
California
$214K -$4.14K -60 -2%
PB
844
Pinnacle Bancorp
Nebraska
$214K – – –
RFA
845
Resurgent Financial Advisors
Georgia
$213K -$2K -29 -0.8%
WA
846
WBH Advisory
Maryland
$213K +$252K +3,655 New
WSTAM
847
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$242K -3,513 -49%
WWA
848
WCG Wealth Advisors
Nevada
$211K +$250K +3,627 New
FFN
849
Focus Financial Network
Minnesota
$210K -$25K -363 -9%
MA
850
Montag & Associates
Georgia
$210K – – –
32 33
34
35 36