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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
976
TPG Advisors
Illinois
$324K – – –
ESB
977
Essex Savings Bank
Connecticut
$324K -$873 -14 -0.3%
SG
978
StoneX Group
New York
$324K +$31.4K +503 +11%
ML
979
McAdam LLC
Pennsylvania
$324K +$18.1K +290 +6%
AF
980
Advisornet Financial
Minnesota
$323K +$8.79K +141 +3%
TIA
981
Tiemann Investment Advisors
California
$322K -$10.9K -175 -3%
RIP
982
Reliant Investment Partners
North Carolina
$321K +$2.12K +34 +0.7%
CA
983
Callahan Advisors
Texas
$321K – – –
FAM
984
Fulcrum Asset Management
United Kingdom
$319K +$2.62K +42 +0.8%
LIM
985
Leavell Investment Management
Alabama
$319K +$319K +5,121 New
SHFG
986
S Harris Financial Group
Texas
$318K -$50.2K -805 -14%
ISL
987
Ingalls & Snyder LLC
New York
$318K – – –
AO
988
Advisor OS
Illinois
$316K -$14.2K -228 -4%
PSCM
989
Per Stirling Capital Management
Texas
$315K +$15.5K +249 +5%
SFWA
990
Summit Financial Wealth Advisors
Louisiana
$315K – – –
MNBTD
991
Moody National Bank Trust Division
Texas
$314K – – –
SWM
992
SeaCrest Wealth Management
New York
$314K -$623 -10 -0.2%
CWP
993
Core Wealth Partners
California
$314K +$35.5K +569 +13%
LWAM
994
Legacy Wealth Asset Management
Minnesota
$310K -$50.9K -817 -14%
RG
995
Rathbones Group
United Kingdom
$307K +$309K +4,960 New
CCG
996
Coastwise Capital Group
California
$307K +$2.18K +35 +0.7%
WC
997
Whitney & Co
New York
$307K – – –
SCM
998
Shelton Capital Management
Colorado
$305K +$2.99K +48 +1%
CFA
999
Cahill Financial Advisors
Minnesota
$305K – – –
BWM
1000
BAM Wealth Management
Colorado
$304K +$74.8K +1,199 +32%
38 39
40
41 42