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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
876
Morningstar Investment Management
Illinois
$231K – – –
PWM
877
Prosperity Wealth Management
California
$231K – – –
EM
878
Excalibur Management
Massachusetts
$229K -$13.2K -251 -6%
ANTB
879
AMG National Trust Bank
Colorado
$227K -$10.4K -198 -5%
T
880
TOBAM
France
$227K -$33.5K -639 -14%
CVA
881
Central Valley Advisors
California
$227K +$207K +3,946 New
CC
882
Commons Capital
Massachusetts
$226K -$10.6K -201 -5%
AFT
883
Alpha Family Trust
California
$226K +$206K +3,930 New
KWS
884
Keystone Wealth Services
California
$224K +$204K +3,893 New
SWM
885
Sugarloaf Wealth Management
Georgia
$223K +$24.4K +465 +14%
SFP
886
Sandbox Financial Partners
Maryland
$223K +$203K +3,876 New
SWP
887
Semus Wealth Partners
Florida
$222K -$8.08K -154 -4%
FNBOMD
888
First National Bank of Mount Dora
Florida
$221K +$202K +3,854 New
ACS
889
Archford Capital Strategies
Illinois
$221K -$294K -5,597 -59%
FCA
890
FLC Capital Advisors
California
$220K +$201K +3,823 New
CCM
891
Chilton Capital Management
Texas
$219K -$203K -3,860 -50%
FZCM
892
Flynn Zito Capital Management
New York
$217K +$199K +3,785 New
BFG
893
Berger Financial Group
Minnesota
$217K +$199K +3,785 New
GP
894
Girard Partners
Pennsylvania
$217K +$198K +3,781 New
WWP
895
Walden Wealth Partners
Ohio
$217K +$198K +3,775 New
FCBT
896
First Citizens Bank & Trust
North Carolina
$216K +$198K +3,767 New
CPC
897
Congress Park Capital
New York
$215K +$197K +3,750 New
AA
898
Advisory Alpha
Michigan
$214K +$196K +3,734 New
BBWP
899
Beacon Bridge Wealth Partners
Pennsylvania
$214K -$20K -381 -9%
CGL
900
Clarius Group LLC
Washington
$212K +$194K +3,691 New
34 35
36
37 38