We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
951
Grimes & Company
Massachusetts
$242K -$96.2K -1,738 -29%
S
952
Sunpointe
Missouri
$242K +$231K +4,166 New
HA
953
Helium Advisors
Washington
$241K +$5.54K +100 +2%
PF
954
Prosperitas Financial
California
$240K +$10.5K +190 +5%
ALA
955
Atlas Legacy Advisors
California
$240K -$60.8K -1,098 -21%
AG
956
Ascent Group
Virginia
$240K +$229K +4,130 New
EWM
957
Empirical Wealth Management
Washington
$239K -$673K -12,167 -75%
AA
958
Alta Advisers
United Kingdom
$239K +$228K +4,124 New
PCM
959
Pointe Capital Management
Michigan
$237K – – –
SWA
960
SFMG Wealth Advisors
Texas
$237K +$226K +4,083 New
MFIM
961
Mesirow Financial Investment Management
Illinois
$236K -$16K -289 -7%
CS
962
Crescent Sterling
Louisiana
$236K +$1.44K +26 +0.6%
BMM
963
Buffington Mohr McNeal
Idaho
$235K – – –
MAWA
964
Moss Adams Wealth Advisors
Washington
$233K +$222K +4,012 New
FBB
965
Fulton Breakefield Broenniman
Maryland
$232K – – –
DWT
966
Dorsey & Whitney Trust
South Dakota
$232K -$86.7K -1,567 -28%
SMC
967
Smith, Moore & Co
Missouri
$231K -$24.8K -448 -10%
IC
968
Iconiq Capital
California
$231K +$220K +3,982 New
TWP
969
Tyche Wealth Partners
Texas
$231K +$2.49K +45 +1%
PWM
970
Prosperity Wealth Management
California
$231K – – –
KA
971
Kovack Advisors
Florida
$230K -$926K -16,731 -81%
HCM
972
Howard Capital Management
Georgia
$230K -$27.2K -492 -11%
BIG
973
Brooklyn Investment Group
New York
$230K -$13.2K -239 -6%
SFP
974
Sandbox Financial Partners
Maryland
$229K +$55 +1 +0%
TFIPS
975
Towarzystwo Funduszy Inwestycyjnych PZU SA
$229K – – –
37 38
39
40 41