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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SL
951
Summitry LLC
California
$346K +$11.2K +180 +3%
HPM
952
Hoxton Planning & Management
West Virginia
$342K +$312 +5 +0.1%
FIG
953
FSA Investment Group
Florida
$342K +$810 +13 +0.2%
SA
954
SRH Advisors
Kansas
$341K +$125K +2,004 +57%
WMA
955
Wealth Management Associates
New Jersey
$340K +$3.24K +52 +1%
CCM
956
Chiron Capital Management
Florida
$340K +$16.7K +268 +5%
MWM
957
Mattern Wealth Management
Kansas
$340K +$15.6K +250 +5%
PCM
958
Penserra Capital Management
California
$338K -$1.6M -25,691 -82%
SHFA
959
SS&H Financial Advisors
Michigan
$338K +$340K +5,449 New
SWM
960
Spire Wealth Management
Virginia
$336K +$1.93K +31 +0.6%
PIA
961
Panoramic Investment Advisors
Colorado
$336K -$7.61K -122 -2%
CAMG
962
CWA Asset Management Group
Florida
$335K -$15.8K -254 -4%
SWA
963
Stratos Wealth Advisors
Ohio
$332K -$13.9K -223 -4%
DCM
964
Dudley Capital Management
Virginia
$331K – – –
BFM
965
Boothbay Fund Management
New York
$331K -$194K -3,110 -37%
LAM
966
L2 Asset Management
Massachusetts
$330K +$22.4K +359 +7%
FMWA
967
Forvis Mazars Wealth Advisors
Missouri
$329K -$24K -385 -7%
PFPG
968
Pinnacle Financial Partners (Georgia)
Georgia
$329K +$16.5K +265 +5%
MIA
969
MeadowBrook Investment Advisors
Michigan
$328K +$57.7K +925 +21%
CSI
970
Cross Staff Investments
New York
$328K -$2.81K -45 -0.8%
AWM
971
Angeles Wealth Management
California
$327K -$4.74K -76 -1%
TWM
972
Tortuga Wealth Management
California
$327K +$11.5K +184 +4%
BFG
973
Berger Financial Group
Minnesota
$327K +$2.56K +41 +0.8%
CIA
974
Cape Investment Advisory
Georgia
$325K -$28.1K -451 -8%
IIC
975
Integrated Investment Consultants
Michigan
$324K -$12.2K -196 -4%
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