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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWL
901
Leo Wealth LLC
Texas
$376K +$4.07K +65 +1%
IAIM
902
International Assets Investment Management
Florida
$376K -$41K -655 -10%
JRPIM
903
Journey Retirement Planning & Investment Management
Idaho
$375K -$828K -13,234 -68%
GAA
904
Global Assets Advisory
Florida
$374K +$1.06K +17 +0.3%
TSMHT
905
Thurston Springer Miller Herd & Titak
Indiana
$373K -$127K -2,035 -25%
PP
906
PDS Planning
Ohio
$373K +$39.3K +628 +11%
CNBTD
907
Citizens National Bank Trust Department
Mississippi
$372K – – –
RC
908
Rexford Capital
Texas
$371K +$6.45K +103 +2%
AAG
909
Armstrong Advisory Group
Massachusetts
$370K +$12.1K +194 +3%
CFG
910
Certior Financial Group
Pennsylvania
$370K +$13.1K +209 +4%
MA
911
MBA Advisors
Pennsylvania
$369K – – –
HW
912
Hancock Whitney
Mississippi
$368K -$112K -1,793 -23%
HCMG
913
Howard Capital Management Group
California
$367K -$125K -2,000 -25%
TWA
914
Trace Wealth Advisors
California
$367K – – –
BLC
915
Brown, Lisle/Cummings
Rhode Island
$366K +$31.3K +500 +9%
LA
916
Latitude Advisors
Florida
$364K +$89.7K +1,433 +32%
SHFG
917
S Harris Financial Group
Texas
$363K +$82.4K +1,317 +28%
SAM
918
Strategy Asset Managers
California
$359K +$20.2K +323 +6%
MW
919
Marble Wealth
Alabama
$358K +$366K +5,844 New
BHFP
920
Blom & Howell Financial Planning
California
$358K -$1.31K -21 -0.4%
CTC
921
Central Trust Company
Missouri
$357K +$169K +2,700 +86%
LWAM
922
Legacy Wealth Asset Management
Minnesota
$356K +$364K +5,821 New
1C
923
111 Capital
France
$356K +$364K +5,816 New
MAWA
924
Moss Adams Wealth Advisors
Washington
$356K +$41.2K +658 +13%
VAM
925
Verity Asset Management
North Carolina
$355K +$56.1K +896 +18%
35 36
37
38 39