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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
901
Brinker Capital Investments
Pennsylvania
– -$209K -3,546 Closed
O
902
Ossiam
France
– -$203K -3,442 Closed
WWM
903
Western Wealth Management
Colorado
– -$202K -3,428 Closed
NNP
904
Nachman Norwood & Parrott
South Carolina
– -$87K -1,477 Closed
FQ
905
First Quadrant
California
– -$77K -1,314 Closed
Acadian Asset Management
906
Acadian Asset Management
Massachusetts
– -$64K -1,085 Closed
NICM
907
Neo Ivy Capital Management
New York
– -$63K -1,074 Closed
CHAM
908
Clear Harbor Asset Management
Connecticut
– -$36.5K -619 Closed
WCG
909
Weaver Consulting Group
California
– -$26K -439 Closed
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
– -$22K -370 Closed
PCWA
911
Pacific Capital Wealth Advisors
California
– -$17K -297 Closed
JWM
912
Jeppson Wealth Management
California
– -$17K -289 Closed
BWM
913
Baystate Wealth Management
Massachusetts
– -$12K -212 Closed
CAL
914
Capital Advisors Ltd
Ohio
– -$12K -207 Closed
GKIM
915
GW&K Investment Management
Massachusetts
– -$9K -155 Closed
CCM
916
Chiron Capital Management
Florida
– -$6K -103 Closed
PG
917
Proffitt & Goodson
Tennessee
– -$3K -53 Closed
PFWA
918
Paces Ferry Wealth Advisors
Georgia
– -$2K -41 Closed
IBOK
919
Independence Bank of Kentucky
Kentucky
– -$2K -36 Closed
FWM
920
ForthRight Wealth Management
Georgia
– +$236 +4 New