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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
826
Harvest Fund Management
China
$260K
NAG
827
Northstar Advisory Group
New Jersey
$260K
CCM
828
Community Capital Management
Florida
$260K -$77.8K -1,200 -23%
PCM
829
Pointe Capital Management
Michigan
$259K
BFA
830
Beacon Financial Advisory
Ohio
$256K -$4.79K -74 -2%
BFG
831
Berger Financial Group
Minnesota
$256K +$2.46K +38 +0.9%
RBCM
832
Raub Brock Capital Management
California
$255K
WA
833
WBH Advisory
Maryland
$254K +$260K +4,017 New
CS
834
Crescent Sterling
Louisiana
$254K +$713 +11 +0.3%
QCM
835
Quantinno Capital Management
New York
$254K +$45.2K +698 +21%
CCG
836
Coastwise Capital Group
California
$252K +$258K +3,976 New
PWM
837
Prosperity Wealth Management
California
$252K
GWP
838
Gateway Wealth Partners
Wisconsin
$249K +$3.5K +54 +1%
LWP
839
Lumature Wealth Partners
Georgia
$249K +$10.2K +158 +4%
PB
840
Pinnacle Bancorp
Nebraska
$248K +$16.1K +248 +7%
WFI
841
West Family Investments
California
$246K -$49.9K -770 -17%
Koshinski Asset Management
842
Koshinski Asset Management
Illinois
$246K -$11.5K -178 -4%
CWM
843
Catalyst Wealth Management
Georgia
$245K -$44.2K -682 -15%
ISWM
844
Independent Solutions Wealth Management
New York
$245K -$120K -1,859 -32%
SFP
845
Sandbox Financial Partners
Maryland
$244K
MWM
846
Mission Wealth Management
California
$242K +$248K +3,827 New
AWM
847
Axxcess Wealth Management
California
$242K +$35.3K +545 +17%
MWM
848
Mattern Wealth Management
Kansas
$240K
PMG
849
ProVise Management Group
Florida
$240K -$583 -9 -0.2%
WDA
850
Wendell David Associates
New Hampshire
$238K