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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
1001
Summit Wealth Group (Colorado)
Colorado
$303K +$14.1K +226 +5%
CW
1002
Channel Wealth
California
$303K -$99.4K -1,594 -25%
MFA
1003
Mayflower Financial Advisors
Massachusetts
$301K -$810 -13 -0.3%
SFS
1004
Stiles Financial Services
Minnesota
$300K +$499 +8 +0.2%
AW
1005
Ankerstar Wealth
Texas
$297K +$1.06K +17 +0.4%
SWM
1006
Stockman Wealth Management
Montana
$296K -$9.23K -148 -3%
SMC
1007
Smith, Moore & Co
Missouri
$296K +$11.8K +190 +4%
SWM
1008
Shelton Wealth Management
Texas
$294K -$16K -257 -5%
LAM
1009
Lummis Asset Management
Texas
$293K -$31.4K -504 -10%
RW
1010
Rockport Wealth
Ohio
$293K +$295K +4,729 New
AMIM
1011
Aull & Monroe Investment Management
Alabama
$292K +$997 +16 +0.3%
EWS
1012
Evergreen Wealth Solutions
Pennsylvania
$291K +$21.4K +343 +8%
WWM
1013
Western Wealth Management
Colorado
$289K +$1.37K +22 +0.5%
DT
1014
DV Trading
Illinois
$288K +$290K +4,649 New
EGM
1015
Engineers Gate Manager
New York
$287K +$289K +4,635 New
EAN
1016
Excelsior Advisor Network
Colorado
$287K +$289K +4,629 New
WTC
1017
WhitTier Trust Company
Nevada
$287K -$31.8K -510 -10%
TWP
1018
Tyche Wealth Partners
Texas
$286K +$8.42K +135 +3%
BWA
1019
BlueChip Wealth Advisors
Georgia
$286K
Betterment LLC
1020
Betterment LLC
New York
$285K +$287K +4,600 New
EPW
1021
Evolve Private Wealth
California
$285K -$183K -2,935 -39%
CFD
1022
Creative Financial Designs
Indiana
$284K +$41.9K +672 +17%
RFP
1023
Root Financial Partners
California
$283K -$1.31K -21 -0.5%
ACGA
1024
Atlanta Consulting Group Advisors
Georgia
$283K -$33.8K -542 -11%
BWM
1025
Bullock Wealth Management
Indiana
$282K +$285K +4,565 New