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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
926
Holderness Investments Company
North Carolina
$260K -$5.31K -96 -2%
NAS
927
NWF Advisory Services
California
$260K +$248K +4,476 New
SWM
928
Spire Wealth Management
Virginia
$260K +$26.3K +476 +12%
PSCM
929
Per Stirling Capital Management
Texas
$259K +$248K +4,472 New
ST
930
Somerset Trust
Pennsylvania
$259K +$247K +4,460 New
BHPW
931
Beverly Hills Private Wealth
California
$258K -$2.49K -45 -1%
BA
932
Bridgewater Advisors
New York
$257K +$248K +4,483 New
PBF
933
Petix & Botte Financial
California
$257K
TCM
934
Traynor Capital Management
Pennsylvania
$256K +$15.3K +277 +7%
SG
935
StoneX Group
New York
$255K +$243K +4,397 New
WWM
936
Western Wealth Management
Colorado
$255K +$30.6K +553 +14%
GLA
937
Great Lakes Advisors
Illinois
$254K -$1.33M -23,976 -85%
MWM
938
Modera Wealth Management
New Jersey
$254K -$28.9K -522 -11%
AA
939
Advisory Alpha
Michigan
$252K +$5.81K +105 +2%
JCM
940
Jacobsen Capital Management
Utah
$251K +$14.9K +270 +7%
MWM
941
Mindset Wealth Management
Indiana
$251K +$239K +4,321 New
BI
942
Bolthouse Investments
California
$250K +$239K +4,317 New
CPA
943
Court Place Advisors
Maryland
$249K -$21.6K -390 -8%
PP
944
PDS Planning
Ohio
$248K +$236K +4,269 New
Los Angeles Capital Management
945
Los Angeles Capital Management
California
$245K
PA
946
PFG Advisors
Arizona
$244K +$233K +4,203 New
CAM
947
Campion Asset Management
Virginia
$244K -$58.4K -1,055 -20%
LA
948
LexAurum Advisors
Kansas
$243K +$1.55K +28 +0.7%
GC
949
Grimes & Company
Massachusetts
$242K -$96.2K -1,738 -29%
S
950
Sunpointe
Missouri
$242K +$231K +4,166 New