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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
851
Kellett Wealth Advisors
Ohio
$258K – – –
LSAG
852
Lake Street Advisors Group
New Hampshire
$257K +$54.6K +1,023 +27%
BLC
853
Brown, Lisle/Cummings
Rhode Island
$257K -$20K -375 -7%
EWA
854
Exencial Wealth Advisors
Oklahoma
$257K +$260K +4,865 New
CAM
855
Cozad Asset Management
Illinois
$255K -$10.1K -190 -4%
PPWP
856
Premier Path Wealth Partners
New Jersey
$253K +$36.2K +677 +16%
EA
857
Everpar Advisors
Oklahoma
$251K +$41.5K +778 +20%
FNB
858
Farmers National Bank
Kentucky
$249K -$71.9K -1,346 -22%
SCM
859
Spreng Capital Management
Ohio
$248K – – –
SFS
860
Stiles Financial Services
Minnesota
$248K -$19.8K -371 -7%
SHGA
861
Sand Hill Global Advisors
California
$247K +$250K +4,682 New
EFG
862
Everhart Financial Group
Ohio
$247K +$249K +4,671 New
TWP
863
Tyche Wealth Partners
Texas
$246K -$33.2K -622 -12%
ES
864
ETF Store
Kansas
$246K +$36.2K +677 +17%
CWM
865
Congress Wealth Management
Massachusetts
$245K -$616K -11,545 -71%
MWM
866
Modera Wealth Management
New Jersey
$241K -$587 -11 -0.2%
MSFS
867
Main Street Financial Solutions
Pennsylvania
$241K +$2.72K +51 +1%
PMG
868
ProVise Management Group
Florida
$241K -$175K -3,269 -42%
NWM
869
Northcape Wealth Management
New York
$241K -$100K -1,876 -29%
SWM
870
Silverlake Wealth Management
Vermont
$241K +$801 +15 +0.3%
MIS
871
Morningstar Investment Services
Illinois
$241K +$35.2K +659 +17%
JBA
872
Johnson Bixby & Associates
Washington
$239K +$694 +13 +0.3%
AWM
873
Atticus Wealth Management
Florida
$239K +$27.1K +508 +13%
SFG
874
Sovereign Financial Group
Connecticut
$238K +$1.92K +36 +0.8%
WFI
875
West Family Investments
California
$236K -$4.38K -82 -2%
33 34
35
36 37