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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
851
Summit Financial Wealth Advisors
Louisiana
$278K +$278K +5,139 New
TBC
852
Ted Buchan & Co
California
$277K -$464K -8,561 -63%
SWM
853
SeaCrest Wealth Management
New York
$276K +$16.6K +306 +6%
SFS
854
Stiles Financial Services
Minnesota
$274K +$1.25K +23 +0.5%
SHFA
855
SS&H Financial Advisors
Michigan
$273K
TIAA Trust, National Association
856
TIAA Trust, National Association
North Carolina
$272K -$166K -3,057 -38%
CAM
857
Cozad Asset Management
Illinois
$272K +$15.1K +279 +6%
CCA
858
Catalyst Capital Advisors
New York
$271K +$271K +5,000 New
SMC
859
Smith, Moore & Co
Missouri
$268K +$54 +1 +0%
MFA
860
Mayflower Financial Advisors
Massachusetts
$268K -$6.01K -111 -2%
AL
861
Aspiriant LLC
California
$267K -$14K -259 -5%
JIC
862
Johnson Investment Counsel
Ohio
$266K -$65.2K -1,204 -20%
Verition Fund Management
863
Verition Fund Management
Connecticut
$266K -$7.09M -130,917 -96%
KWA
864
Kellett Wealth Advisors
Ohio
$265K
BTWM
865
Baker Tilly Wealth Management
Wisconsin
$263K -$339K -6,260 -56%
ONB
866
Old National Bancorp
Indiana
$261K
CPRC
867
Consolidated Portfolio Review Corp
New York
$259K +$260K +4,793 New
PA
868
Pinnacle Associates
New York
$258K +$258K +4,773 New
GWMR
869
GC Wealth Management RIA
Massachusetts
$255K +$20.8K +384 +9%
SCM
870
Spreng Capital Management
Ohio
$254K -$25.7K -474 -9%
LWL
871
Leo Wealth LLC
Texas
$251K +$15.4K +285 +7%
CL
872
Choreo LLC
Illinois
$249K -$171K -3,165 -41%
OFS
873
OneAscent Financial Services
Alabama
$249K -$9.37K -173 -4%
P
874
&Partners
Tennessee
$248K +$248K +4,586 New
MWM
875
Modera Wealth Management
New Jersey
$248K +$248K +4,581 New