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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
826
Kestra Private Wealth Services
Texas
$211K +$244K +4,235 New
EM
827
Excalibur Management
Massachusetts
$211K +$9.2K +160 +4%
SWM
828
Silverlake Wealth Management
Vermont
$211K +$863 +15 +0.4%
WG
829
Winton Group
United Kingdom
$211K +$243K +4,221 New
SVWAG
830
Sound View Wealth Advisors Group
Georgia
$210K +$26.3K +458 +12%
BCA
831
Bay Colony Advisors
Massachusetts
$210K -$28.9K -502 -11%
AMIM
832
Aull & Monroe Investment Management
Alabama
$210K
ANTB
833
AMG National Trust Bank
Colorado
$208K -$18.9K -328 -7%
CC
834
Commons Capital
Massachusetts
$207K -$11.4K -199 -5%
SIM
835
Sentry Investment Management
Wisconsin
$206K +$237K +4,115 New
PB
836
Pinnacle Bancorp
Nebraska
$206K +$11.6K +202 +5%
SIMG
837
Sonora Investment Management Group
Arizona
$206K -$3.91K -68 -2%
HKIMG
838
Hutchens & Kramer Investment Management Group
Indiana
$205K -$26.2K -456 -10%
BBWP
839
Beacon Bridge Wealth Partners
Pennsylvania
$205K -$14.3K -249 -6%
HFM
840
Harvest Fund Management
China
$205K
GWP
841
Gateway Wealth Partners
Wisconsin
$205K -$1.9K -33 -0.8%
PCM
842
Pointe Capital Management
Michigan
$204K
MW
843
Marcum Wealth
Ohio
$203K -$18.6K -324 -7%
TAM
844
Townsend Asset Management
North Carolina
$203K -$15.8K -275 -6%
MIM
845
Morningstar Investment Management
Illinois
$201K +$29.8K +519 +15%
AAIS
846
ABN AMRO Investment Solutions
$201K +$231K +4,021 New
PWM
847
Prosperity Wealth Management
California
$201K
SWP
848
Semus Wealth Partners
Florida
$200K -$17K -296 -7%
Jones Financial Companies
849
Jones Financial Companies
Missouri
$196K -$37K -643 -14%
WIM
850
Westside Investment Management
California
$183K