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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
951
Dorsey & Whitney Trust
South Dakota
$276K +$27.7K +478 +11%
LSIA
952
LaSalle St. Investment Advisors
Illinois
$275K -$265K -4,583 -48%
TAM
953
Titleist Asset Management
Texas
$273K +$1.91K +33 +0.7%
SFS
954
Stiles Financial Services
Minnesota
$271K +$1.1K +19 +0.4%
SAI
955
Savvy Advisors Inc
New York
$271K +$278K +4,809 New
PAS
956
PKS Advisory Services
New York
$271K +$32.8K +567 +13%
TWM
957
TCFG Wealth Management
California
$268K -$3.07K -53 -1%
MWM
958
Mattern Wealth Management
Kansas
$267K +$50.7K +875 +23%
PSCM
959
Per Stirling Capital Management
Texas
$267K +$12.2K +210 +5%
MFA
960
Mayflower Financial Advisors
Massachusetts
$266K -$289 -5 -0.1%
ATC
961
Argent Trust Co
Tennessee
$265K -$4.52K -78 -2%
OCM
962
Orion Capital Management
California
$265K – – –
AMIM
963
Aull & Monroe Investment Management
Alabama
$264K +$984 +17 +0.4%
PF
964
Prosperitas Financial
California
$262K +$2.95K +51 +1%
FZCM
965
Flynn Zito Capital Management
New York
$262K +$6.25K +108 +2%
SHFG
966
S Harris Financial Group
Texas
$261K +$268K +4,622 New
LAM
967
L2 Asset Management
Massachusetts
$259K +$20.9K +361 +9%
CS
968
Crescent Sterling
Louisiana
$258K +$4K +69 +2%
SMC
969
Smith, Moore & Co
Missouri
$257K +$2.55K +44 +1%
WA
970
WESPAC Advisors
California
$256K -$493K -8,515 -65%
MWM
971
Mindset Wealth Management
Indiana
$256K -$4.23K -73 -2%
WWM
972
Western Wealth Management
Colorado
$256K -$4.92K -85 -2%
CWP
973
Core Wealth Partners
California
$255K -$9.73K -168 -4%
LA
974
Latitude Advisors
Florida
$255K +$14.1K +243 +6%
RMP
975
Richards, Merrill & Peterson
Washington
$254K – – –
37 38
39
40 41