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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
951
Helium Advisors
Washington
$241K +$5.54K +100 +2%
PF
952
Prosperitas Financial
California
$240K +$10.5K +190 +5%
ALA
953
Atlas Legacy Advisors
California
$240K -$60.8K -1,098 -21%
AG
954
Ascent Group
Virginia
$240K +$229K +4,130 New
EWM
955
Empirical Wealth Management
Washington
$239K -$673K -12,167 -75%
AA
956
Alta Advisers
United Kingdom
$239K +$228K +4,124 New
PCM
957
Pointe Capital Management
Michigan
$237K – – –
SWA
958
SFMG Wealth Advisors
Texas
$237K +$226K +4,083 New
MFIM
959
Mesirow Financial Investment Management
Illinois
$236K -$16K -289 -7%
CS
960
Crescent Sterling
Louisiana
$236K +$1.44K +26 +0.6%
BMM
961
Buffington Mohr McNeal
Idaho
$235K – – –
MAWA
962
Moss Adams Wealth Advisors
Washington
$233K +$222K +4,012 New
FBB
963
Fulton Breakefield Broenniman
Maryland
$232K – – –
DWT
964
Dorsey & Whitney Trust
South Dakota
$232K -$86.7K -1,567 -28%
SMC
965
Smith, Moore & Co
Missouri
$231K -$24.8K -448 -10%
IC
966
Iconiq Capital
California
$231K +$220K +3,982 New
TWP
967
Tyche Wealth Partners
Texas
$231K +$2.49K +45 +1%
PWM
968
Prosperity Wealth Management
California
$231K – – –
KA
969
Kovack Advisors
Florida
$230K -$926K -16,731 -81%
HCM
970
Howard Capital Management
Georgia
$230K -$27.2K -492 -11%
BIG
971
Brooklyn Investment Group
New York
$230K -$13.2K -239 -6%
SFP
972
Sandbox Financial Partners
Maryland
$229K +$55 +1 +0%
TFIPS
973
Towarzystwo Funduszy Inwestycyjnych PZU SA
$229K – – –
LFM
974
LGT Fund Management
Liechtenstein
$229K – – –
LP
975
LMR Partners
United Kingdom
$228K +$218K +3,931 New
37 38
39
40 41