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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
MA
851
MBA Advisors
Pennsylvania
$219K -$34K -500 -14%
EWM
852
EPG Wealth Management
Georgia
$218K +$214K +3,151 New
ZAM
853
Zevin Asset Management
Massachusetts
$217K -$40.8K -600 -16%
AWM
854
Avior Wealth Management
Nebraska
$217K +$544 +8 +0.3%
TA
855
TrueWealth Advisors
Alabama
$215K
ISWM
856
Independent Solutions Wealth Management
New York
$215K -$68 -1 -0%
WP
857
WealthSource Partners
California
$214K -$146K -2,150 -41%
COCM
858
Charter Oak Capital Management
New Hampshire
$214K +$10.5K +154 +5%
WDA
859
Wendell David Associates
New Hampshire
$212K +$208K +3,055 New
GL
860
Graypoint LLC
New York
$212K +$208K +3,061 New
WA
861
WBH Advisory
Maryland
$210K +$272 +4 +0.1%
BCCM
862
Bridge Creek Capital Management
Massachusetts
$208K
CFIA
863
Cantor Fitzgerald Investment Advisors
New York
$208K
AIP
864
Ahrens Investment Partners
Louisiana
$208K +$46K +676 +29%
TNB
865
Thomasville National Bank
Georgia
$207K
CAWM
866
Capital Advisors Wealth Management
Washington
$205K -$14.3K -210 -7%
LW
867
Linscomb Wealth
Texas
$205K -$9.52K -140 -5%
TW
868
Transform Wealth
Colorado
$205K -$3.4K -50 -2%
RI
869
Ridgewood Investments
New Jersey
$204K +$6.93K +102 +4%
MOS
870
MGO One Seven
Ohio
$204K +$10.8K +159 +6%
HKIMG
871
Hutchens & Kramer Investment Management Group
Indiana
$204K +$195K +2,872 New
WMS
872
Wealth Management Solutions
Pennsylvania
$203K -$43.5K -640 -18%
RWP
873
Ridgecrest Wealth Partners
California
$203K
JF
874
Jump Financial
Illinois
$203K +$199K +2,929 New
FPAS
875
Focus Partners Advisor Solutions
Missouri
$203K +$200K +2,937 New