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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
851
American Investment Services
Massachusetts
$466K – – –
SPWG
852
Sage Private Wealth Group
Illinois
$465K +$17.5K +281 +4%
MCM
853
Monument Capital Management
Virginia
$463K +$236K +3,787 +103%
WAM
854
Walker Asset Management
Missouri
$462K +$5.17K +83 +1%
DWS
855
Discipline Wealth Solutions
South Carolina
$462K – – –
HI
856
Hendershot Investments
Virginia
$461K -$16K -257 -3%
FPGK
857
Financial Partners Group (Kansas)
Kansas
$460K +$5.17K +83 +1%
GAA
858
Global Assets Advisory
Florida
$460K +$78.4K +1,258 +21%
PA
859
Prairie Advisory
Kansas
$459K +$462K +7,411 New
CW
860
Code Waechter
Florida
$454K -$103K -1,647 -18%
IAS
861
Integrity Advisory Solutions
Texas
$449K +$208K +3,341 +85%
SAM
862
Smartleaf Asset Management
Massachusetts
$448K – – –
DFG
863
Demars Financial Group
Washington
$448K -$429K -6,877 -49%
AB
864
ANB Bank
Colorado
$446K -$17.5K -280 -4%
BIA
865
Beacon Investment Advisors
Maryland
$442K -$45.9K -737 -9%
TWP
866
Triad Wealth Partners
Kansas
$440K +$433K +6,938 New
FFP
867
FourThought Financial Partners
Florida
$440K -$7.54K -121 -2%
NAMNJ
868
NorthStar Asset Management (New Jersey)
New Jersey
$439K +$24.7K +396 +6%
LAIC
869
Lederer & Associates Investment Counsel
California
$435K – – –
PA
870
ProCore Advisors
California
$431K -$10.8K -173 -2%
WRPWM
871
Werba Rubin Papier Wealth Management
California
$431K +$20.8K +333 +5%
CFP
872
Catalyst Financial Partners
Massachusetts
$430K -$37.7K -605 -8%
CI
873
CX Institutional
Indiana
$425K +$9.29K +149 +2%
IB
874
Intrust Bank
Kansas
$424K -$175K -2,803 -29%
BIA
875
Benchmark Investment Advisors
Illinois
$421K – – –
33 34
35
36 37