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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
LF
926
Lantz Financial
Illinois
$261K +$18.1K +327 +8%
HIC
927
Holderness Investments Company
North Carolina
$260K -$5.31K -96 -2%
NAS
928
NWF Advisory Services
California
$260K +$248K +4,476 New
SWM
929
Spire Wealth Management
Virginia
$260K +$26.3K +476 +12%
PSCM
930
Per Stirling Capital Management
Texas
$259K +$248K +4,472 New
ST
931
Somerset Trust
Pennsylvania
$259K +$247K +4,460 New
BHPW
932
Beverly Hills Private Wealth
California
$258K -$2.49K -45 -1%
BA
933
Bridgewater Advisors
New York
$257K +$248K +4,483 New
PBF
934
Petix & Botte Financial
California
$257K – – –
TCM
935
Traynor Capital Management
Pennsylvania
$256K +$15.3K +277 +7%
SG
936
StoneX Group
New York
$255K +$243K +4,397 New
WWM
937
Western Wealth Management
Colorado
$255K +$30.6K +553 +14%
GLA
938
Great Lakes Advisors
Illinois
$254K -$1.33M -23,976 -85%
MWM
939
Modera Wealth Management
New Jersey
$254K -$28.9K -522 -11%
AA
940
Advisory Alpha
Michigan
$252K +$5.81K +105 +2%
JCM
941
Jacobsen Capital Management
Utah
$251K +$14.9K +270 +7%
MWM
942
Mindset Wealth Management
Indiana
$251K +$239K +4,321 New
BI
943
Bolthouse Investments
California
$250K +$239K +4,317 New
BWM
944
Bullock Wealth Management
Indiana
$249K -$111 -2 -0%
CPA
945
Court Place Advisors
Maryland
$249K -$21.6K -390 -8%
PP
946
PDS Planning
Ohio
$248K +$236K +4,269 New
Los Angeles Capital Management
947
Los Angeles Capital Management
California
$245K – – –
PA
948
PFG Advisors
Arizona
$244K +$233K +4,203 New
CAM
949
Campion Asset Management
Virginia
$244K -$58.4K -1,055 -20%
LA
950
LexAurum Advisors
Kansas
$243K +$1.55K +28 +0.7%