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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CI
951
Conning Inc
Connecticut
$220K +$206K +3,467 New
SWIG
952
Strategic Wealth Investment Group
Kentucky
$220K +$208K +3,489 New
JIC
953
Johnson Investment Counsel
Ohio
$219K +$206K +3,458 New
SMWM
954
Silvia McColl Wealth Management
California
$219K +$205K +3,450 New
CI
955
CX Institutional
Indiana
$218K +$205K +3,442 New
KP
956
Keel Point
Alabama
$218K -$54.3K -913 -21%
EA
957
Everpar Advisors
Oklahoma
$218K -$78.6K -1,321 -28%
FNT
958
First Nebraska Trust
Nebraska
$218K -$59.5K -1,000 -23%
SLG
959
Silver Lake Group
California
$218K +$205K +3,450 New
MAWA
960
Moss Adams Wealth Advisors
Washington
$218K +$204K +3,433 New
MWM
961
Mindset Wealth Management
Indiana
$217K +$204K +3,428 New
MIM
962
Morningstar Investment Management
Illinois
$217K -$31.8K -535 -13%
LAM
963
L2 Asset Management
Massachusetts
$217K +$203K +3,417 New
BWP
964
BSW Wealth Partners
Colorado
$216K +$202K +3,399 New
CCFM
965
Clear Creek Financial Management
Washington
$215K +$202K +3,390 New
FIB
966
First Interstate Bank
Montana
$215K +$201K +3,386 New
SIA
967
Schechter Investment Advisors
Michigan
$214K +$201K +3,373 New
LCM
968
Lazari Capital Management
California
$213K +$200K +3,359 New
SQA
969
Simon Quick Advisors
New Jersey
$213K +$200K +3,359 New
FCP
970
Fidelis Capital Partners
Florida
$213K +$197K +3,311 New
PMSA
971
Patrick M. Sweeney & Associates
Illinois
$212K +$199K +3,348 New
AL
972
Aspiriant LLC
California
$212K +$199K +3,345 New
RSWM
973
Robertson Stephens Wealth Management
California
$211K +$198K +3,321 New
Kayne Anderson Rudnick Investment Management
974
Kayne Anderson Rudnick Investment Management
California
$210K -$536 -9 -0.3%
SP
975
Stonebrook Private
Michigan
$209K +$196K +3,291 New