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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
826
Insigneo Advisory Services
Florida
$395K -$1.91K -33 -0.5%
NAMNJ
827
NorthStar Asset Management (New Jersey)
New Jersey
$395K
LAIC
828
Lederer & Associates Investment Counsel
California
$395K -$8.69K -150 -2%
SG
829
StoneX Group
New York
$395K +$72.4K +1,250 +22%
PA
830
Pinnacle Associates
New York
$393K +$19.2K +332 +5%
VWA
831
Visionary Wealth Advisors
Illinois
$389K +$29.6K +512 +8%
CWP
832
Cyndeo Wealth Partners
Florida
$388K -$811 -14 -0.2%
MWC
833
MBM Wealth Consultants
Missouri
$388K +$36.8K +635 +10%
BA
834
Bridgewater Advisors
New York
$386K +$8.28K +143 +2%
MWM
835
Meadowbrook Wealth Management
New York
$385K
AB
836
ANB Bank
Colorado
$385K -$1.62K -28 -0.4%
SPW
837
Signet Private Wealth
Illinois
$384K +$394K +6,809 New
EPW
838
Evolve Private Wealth
California
$384K +$392K +6,773 New
AWM
839
Atticus Wealth Management
Florida
$382K -$140K -2,416 -26%
IAIM
840
International Assets Investment Management
Florida
$380K +$174K +3,004 +80%
TWP
841
Tempus Wealth Planning
California
$378K -$34K -588 -8%
SFG
842
Sovereign Financial Group
Connecticut
$378K +$68.1K +1,177 +21%
MIA
843
MeadowBrook Investment Advisors
Michigan
$376K +$14.8K +255 +4%
CCIA
844
Cherry Creek Investment Advisors
Colorado
$372K -$232 -4 -0.1%
PPWP
845
Premier Path Wealth Partners
New Jersey
$370K +$25.6K +442 +7%
VA
846
VestGen Advisors
Illinois
$369K +$138K +2,391 +57%
HCM
847
Howard Capital Management
Georgia
$369K +$12.2K +210 +3%
SAM
848
Smartleaf Asset Management
Massachusetts
$367K +$25.4K +438 +7%
CBTWT
849
Community Bank & Trust (Waco, Texas)
Texas
$366K -$1.74K -30 -0.5%
FFA
850
Founders Financial Alliance
North Carolina
$361K -$199K -3,431 -35%