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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
IRP
851
Investment Research Partners
Pennsylvania
$377K +$376K +6,459 New
KWS
852
Keystone Wealth Services
California
$377K +$133K +2,282 +58%
DWP
853
Daymark Wealth Partners
Ohio
$377K +$108K +1,852 +43%
CNBTD
854
Citizens National Bank Trust Department
Mississippi
$376K -$30K -515 -8%
PPC
855
Park Place Capital
Alabama
$375K +$1.75K +30 +0.5%
AWM
856
Aprio Wealth Management
Georgia
$375K +$359K +6,167 New
FMLI
857
Fukoku Mutual Life Insurance
Japan
$375K -$91.8K -1,576 -20%
PPWP
858
Premier Path Wealth Partners
New Jersey
$372K +$16.9K +290 +5%
AGP
859
Autumn Glory Partners
Texas
$370K +$69K +1,185 +24%
SIA
860
SkyView Investment Advisors
New Jersey
$366K +$408 +7 +0.1%
LWL
861
Leo Wealth LLC
Texas
$366K +$6.17K +106 +2%
TWA
862
Trace Wealth Advisors
California
$365K – – –
SAM
863
Smartleaf Asset Management
Massachusetts
$363K +$180K +3,096 +107%
ISL
864
Ingalls & Snyder LLC
New York
$362K -$46.6K -800 -12%
SI
865
Severin Investments
Missouri
$361K +$2.33K +40 +0.7%
SWA
866
Stratos Wealth Advisors
Ohio
$358K -$20.5K -352 -6%
PCA
867
Pallas Capital Advisors
Massachusetts
$356K +$136K +2,331 +66%
1WA
868
180 Wealth Advisors
Washington
$356K +$21.8K +375 +7%
CMMS
869
Comprehensive Money Management Services
Florida
$356K +$5.83K +100 +2%
AF
870
Advisornet Financial
Minnesota
$354K +$29.5K +506 +10%
CSC
871
Caldwell Sutter Capital
California
$352K – – –
SHFA
872
SS&H Financial Advisors
Michigan
$349K -$641 -11 -0.2%
SG
873
StoneX Group
New York
$348K +$40.6K +697 +14%
WAM
874
Wolverine Asset Management
Illinois
$347K – – –
PIA
875
Panoramic Investment Advisors
Colorado
$346K +$3.61K +62 +1%
33 34
35
36 37