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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
976
Angeles Wealth Management
California
$327K -$4.74K -76 -1%
TWM
977
Tortuga Wealth Management
California
$327K +$11.5K +184 +4%
BFG
978
Berger Financial Group
Minnesota
$327K +$2.56K +41 +0.8%
CIA
979
Cape Investment Advisory
Georgia
$325K -$28.1K -451 -8%
IIC
980
Integrated Investment Consultants
Michigan
$324K -$12.2K -196 -4%
TA
981
TPG Advisors
Illinois
$324K – – –
ESB
982
Essex Savings Bank
Connecticut
$324K -$873 -14 -0.3%
SG
983
StoneX Group
New York
$324K +$31.4K +503 +11%
ML
984
McAdam LLC
Pennsylvania
$324K +$18.1K +290 +6%
AF
985
Advisornet Financial
Minnesota
$323K +$8.79K +141 +3%
TIA
986
Tiemann Investment Advisors
California
$322K -$10.9K -175 -3%
RIP
987
Reliant Investment Partners
North Carolina
$321K +$2.12K +34 +0.7%
CA
988
Callahan Advisors
Texas
$321K – – –
FAM
989
Fulcrum Asset Management
United Kingdom
$319K +$2.62K +42 +0.8%
LIM
990
Leavell Investment Management
Alabama
$319K +$319K +5,121 New
SHFG
991
S Harris Financial Group
Texas
$318K -$50.2K -805 -14%
ISL
992
Ingalls & Snyder LLC
New York
$318K – – –
AO
993
Advisor OS
Illinois
$316K -$14.2K -228 -4%
PSCM
994
Per Stirling Capital Management
Texas
$315K +$15.5K +249 +5%
SFWA
995
Summit Financial Wealth Advisors
Louisiana
$315K – – –
MNBTD
996
Moody National Bank Trust Division
Texas
$314K – – –
SWM
997
SeaCrest Wealth Management
New York
$314K -$623 -10 -0.2%
CWP
998
Core Wealth Partners
California
$314K +$35.5K +569 +13%
LWAM
999
Legacy Wealth Asset Management
Minnesota
$310K -$50.9K -817 -14%
RG
1000
Rathbones Group
United Kingdom
$307K +$309K +4,960 New
38 39
40
41 42