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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
851
Leo Wealth LLC
Texas
$250K +$228K +4,351 New
SFG
852
Sovereign Financial Group
Connecticut
$250K -$945 -18 -0.4%
MFG
853
Merit Financial Group
Georgia
$249K +$228K +4,340 New
FBB
854
Fulton Breakefield Broenniman
Maryland
$249K – – –
GWMR
855
GC Wealth Management RIA
Massachusetts
$248K +$227K +4,322 New
NHT
856
New Hampshire Trust
New Hampshire
$247K – – –
DI
857
DFPG Investments
Utah
$247K -$12.2K -232 -5%
SWM
858
Stockman Wealth Management
Montana
$246K -$40.7K -775 -15%
CWM
859
Cornerstone Wealth Management
Missouri
$244K +$223K +4,257 New
PPWP
860
Premier Path Wealth Partners
New Jersey
$243K +$222K +4,232 New
SWM
861
Silverlake Wealth Management
Vermont
$242K -$105 -2 -0%
AWM
862
Atticus Wealth Management
Florida
$242K -$2.21M -42,154 -91%
AMIM
863
Aull & Monroe Investment Management
Alabama
$241K – – –
SRL
864
Scientech Research LLC
New Jersey
$240K +$219K +4,179 New
SF
865
Slagle Financial
Illinois
$239K +$203K +3,873 +87%
CIS
866
Connors Investor Services
Pennsylvania
$238K -$8.38M -159,542 -97%
BST
867
Bath Savings Trust
Maine
$237K -$10.5K -200 -5%
AA
868
Ancora Advisors
Ohio
$237K -$8.45K -161 -4%
PB
869
Pinnacle Bancorp
Nebraska
$237K +$52 +1 +0%
HFM
870
Harvest Fund Management
China
$236K – – –
WT
871
Whittier Trust
California
$236K +$150K +2,848 +226%
SVWAG
872
Sound View Wealth Advisors Group
Georgia
$235K -$6.09K -116 -3%
PCM
873
Pointe Capital Management
Michigan
$235K – – –
MA
874
MBA Advisors
Pennsylvania
$233K +$213K +4,060 New
SAM
875
Strategy Asset Managers
California
$231K -$23.9K -456 -10%
33 34
35
36 37