We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
851
Summit Financial Group
West Virginia
– -$235K -3,302 Closed
SW
852
SVB Wealth
Massachusetts
– -$235K -3,298 Closed
BP
853
Ballentine Partners
Massachusetts
– -$235K -3,293 Closed
PCS
854
Personal CFO Solutions
New Jersey
– -$233K -3,268 Closed
LOAME
855
Lombard Odier Asset Management (Europe)
United Kingdom
– -$231K -3,237 Closed
RFN
856
RDA Financial Network
Iowa
– -$245K -3,237 Closed
BRWA
857
B. Riley Wealth Advisors
Florida
– -$231K -3,226 Closed
APP
858
Avantax Planning Partners
Iowa
– -$228K -3,197 Closed
AW
859
ACG Wealth
Georgia
– -$227K -3,183 Closed
BCM
860
Bayesian Capital Management
New York
– -$226K -3,170 Closed
BUB
861
BBVA USA Bancshares
Texas
– -$223K -3,123 Closed
KFGK
862
Keystone Financial Group (Kentucky)
Kentucky
– -$223K -3,119 Closed
SIA
863
Strategic Investment Advisors
Michigan
– -$221K -3,098 Closed
DAC
864
Dividend Assets Capital
South Carolina
– -$221K -3,096 Closed
PCM
865
Pointe Capital Management
Michigan
– -$221K -3,096 Closed
BBWA
866
Bell & Brown Wealth Advisors
California
– -$225K -3,044 Closed
WCA
867
Westover Capital Advisors
Delaware
– -$216K -3,034 Closed
KMWM
868
Keudell/Morrison Wealth Management
Oregon
– -$213K -2,991 Closed
MCM
869
MAI Capital Management
Ohio
– -$212K -2,969 Closed
VCM
870
Vision Capital Management
Oregon
– -$211K -2,953 Closed
CS
871
Comerica Securities
Michigan
– -$211K -2,952 Closed
OIA
872
OneDigital Investment Advisors
Kansas
– -$210K -2,944 Closed
XF
873
XML Financial
Maryland
– -$210K -2,937 Closed
DDC
874
DF Dent & Co
Maryland
– -$209K -2,923 Closed
EWM
875
Evercore Wealth Management
New York
– -$205K -2,873 Closed
33 34
35
36 37