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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BCMLT
951
Beacon Capital Management LLC (Tennessee)
Tennessee
$53K – – –
KFS
952
Kelly Financial Services
Massachusetts
$52.7K +$275 +4 +0.5%
AS
953
Altshuler Shaham
Israel
$51K -$10.8K -157 -17%
NL
954
NVWM LLC
Pennsylvania
$51K – – –
RIM
955
Rockbridge Investment Management
New York
$49.4K +$9.62K +140 +24%
ST
956
Smithfield Trust
Pennsylvania
$49K – – –
PCG
957
Private Capital Group
Connecticut
$48K -$114K -1,658 -70%
OCM
958
Orion Capital Management
California
$48K – – –
QPBE
959
Quintet Private Bank (Europe)
Luxembourg
$47.8K +$54.6K +795 New
HFM
960
Hartford Financial Management
Connecticut
$46K – – –
HRC
961
Hoertkorn Richard Charles
$45K – – –
LWCFA
962
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K – – –
MTIC
963
Missouri Trust & Investment Company
Missouri
$44K – – –
PFBT
964
Parkside Financial Bank & Trust
Missouri
$44K +$17K +248 +64%
WB
965
West Bancorporation
Iowa
$42K – – –
PSB
966
Piscataqua Savings Bank
New Hampshire
$41K – – –
KFI
967
Key Financial Inc
Pennsylvania
$41K +$7.08K +103 +21%
WWP
968
WR Wealth Planners
Missouri
$40.6K +$22.4K +326 +121%
CFFP
969
Center for Financial Planning
Michigan
$40K – – –
LFG
970
Larson Financial Group
Missouri
$39K +$137 +2 +0.4%
1IA
971
1834 Investment Advisors
Wisconsin
$38K – – –
BONH
972
Bank of New Hampshire
New Hampshire
$38K – – –
TWC
973
TD Waterhouse Canada
Ontario, Canada
$37K -$8.38K -122 -19%
BWL
974
Bogart Wealth LLC
Virginia
$36K +$69 +1 +0.2%
CP
975
Castleview Partners
Texas
$34.9K -$99.1K -1,442 -96%
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