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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
901
Polymer Capital Management
New York
$256K +$279K +4,786 New
ACGA
902
Atlanta Consulting Group Advisors
Georgia
$256K -$544K -9,338 -66%
BWA
903
BlueChip Wealth Advisors
Georgia
$254K -$20.4K -350 -7%
OFS
904
OneAscent Financial Services
Alabama
$254K +$277K +4,749 New
SFS
905
Stiles Financial Services
Minnesota
$253K +$1.05K +18 +0.4%
FZCM
906
Flynn Zito Capital Management
New York
$252K +$44.7K +767 +19%
EFG
907
Everhart Financial Group
Ohio
$252K -$74.3K -1,275 -21%
FTUS
908
Flow Traders U.S.
New York
$251K +$273K +4,694 New
CPA
909
Court Place Advisors
Maryland
$250K -$63.5K -1,091 -19%
WMA
910
Wealth Management Associates
New Jersey
$247K +$55.6K +954 +26%
FIG
911
FSA Investment Group
Florida
$247K +$270K +4,638 New
WMWM
912
Whitaker-Myers Wealth Managers
Ohio
$246K +$268K +4,605 New
SWM
913
Silverlake Wealth Management
Vermont
$245K +$874 +15 +0.3%
HIC
914
Holderness Investments Company
North Carolina
$244K -$4.72K -81 -2%
CAM
915
Cozad Asset Management
Illinois
$244K -$4.43K -76 -2%
COCM
916
Charter Oak Capital Management
New Hampshire
$243K -$2.62K -45 -1%
YWM
917
Yoder Wealth Management
California
$242K +$13.7K +236 +5%
LSAG
918
Lake Street Advisors Group
New Hampshire
$241K -$17.1K -293 -6%
LA
919
Legacy Advisors
Pennsylvania
$241K -$1.28K -22 -0.5%
BHPW
920
Beverly Hills Private Wealth
California
$240K -$35.2K -605 -12%
GLA
921
Good Life Advisors
Pennsylvania
$240K -$2.45K -42 -0.9%
PMG
922
ProVise Management Group
Florida
$239K -$27.2K -467 -9%
OTPPB
923
Ontario Teachers' Pension Plan Board
Ontario, Canada
$239K +$261K +4,481 New
JSL
924
JT Stratford LLC
Georgia
$238K +$10.1K +174 +4%
TAM
925
Titleist Asset Management
Texas
$238K +$260K +4,463 New
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