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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
876
Sovereign Financial Group
Connecticut
$278K +$48.9K +840 +19%
MAC
877
Mason & Associates (California)
California
$278K +$3.44K +59 +1%
AW
878
Alteri Wealth
California
$277K +$302K +5,194 New
EAM
879
Evanson Asset Management
California
$276K +$815 +14 +0.3%
LAM
880
Lummis Asset Management
Texas
$275K -$17.6K -303 -6%
IP
881
Ignite Planners
California
$275K -$6.35K -109 -2%
IAIM
882
International Assets Investment Management
Florida
$274K +$26.4K +453 +10%
EWA
883
EverSource Wealth Advisors
Alabama
$274K -$5.71K -98 -2%
WI
884
Westbourne Investments
Virginia
$272K +$297K +5,100 New
WA
885
Whipplewood Advisors
Colorado
$272K +$297K +5,096 New
VWA
886
Visionary Wealth Advisors
Illinois
$271K -$2.91K -50 -1%
SWM
887
SeaCrest Wealth Management
New York
$269K +$6.76K +116 +2%
A
888
Allianz
Germany
$269K +$294K +5,045 New
CCG
889
Coastwise Capital Group
California
$269K +$42.9K +736 +17%
WTC
890
WhitTier Trust Company
Nevada
$269K -$8.44K -145 -3%
PFA
891
Pure Financial Advisors
California
$268K +$293K +5,027 New
AC
892
Avestar Capital
New York
$268K -$10.3K -176 -3%
CCA
893
Catalyst Capital Advisors
New York
$267K – – –
EPIM
894
Evelyn Partners Investment Management
$267K +$291K +5,000 New
OCG
895
Opus Capital Group
Ohio
$264K -$64.9K -1,115 -18%
SAM
896
Strategy Asset Managers
California
$264K -$32.3K -555 -10%
SCM
897
Shelton Capital Management
Colorado
$263K +$83.7K +1,437 +41%
MWM
898
Modera Wealth Management
New Jersey
$262K +$21.7K +372 +8%
PWP
899
Phillips Wealth Planners
Mississippi
$259K -$27.1K -465 -8%
MW
900
Marcum Wealth
Ohio
$258K -$71.5K -1,227 -20%
34 35
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37 38