We are live on ! Find out more
O icon

Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1001
Coastwise Capital Group
California
$307K +$2.18K +35 +0.7%
WC
1002
Whitney & Co
New York
$307K – – –
SCM
1003
Shelton Capital Management
Colorado
$305K +$2.99K +48 +1%
CFA
1004
Cahill Financial Advisors
Minnesota
$305K – – –
BWM
1005
BAM Wealth Management
Colorado
$304K +$74.8K +1,199 +32%
SWGC
1006
Summit Wealth Group (Colorado)
Colorado
$303K +$14.1K +226 +5%
CW
1007
Channel Wealth
California
$303K -$99.4K -1,594 -25%
MFA
1008
Mayflower Financial Advisors
Massachusetts
$301K -$810 -13 -0.3%
SFS
1009
Stiles Financial Services
Minnesota
$300K +$499 +8 +0.2%
AW
1010
Ankerstar Wealth
Texas
$297K +$1.06K +17 +0.4%
SWM
1011
Stockman Wealth Management
Montana
$296K -$9.23K -148 -3%
SMC
1012
Smith, Moore & Co
Missouri
$296K +$11.8K +190 +4%
SWM
1013
Shelton Wealth Management
Texas
$294K -$16K -257 -5%
LAM
1014
Lummis Asset Management
Texas
$293K -$31.4K -504 -10%
RW
1015
Rockport Wealth
Ohio
$293K +$295K +4,729 New
AMIM
1016
Aull & Monroe Investment Management
Alabama
$292K +$997 +16 +0.3%
EWS
1017
Evergreen Wealth Solutions
Pennsylvania
$291K +$21.4K +343 +8%
WWM
1018
Western Wealth Management
Colorado
$289K +$1.37K +22 +0.5%
DT
1019
DV Trading
Illinois
$288K +$290K +4,649 New
EGM
1020
Engineers Gate Manager
New York
$287K +$289K +4,635 New
EAN
1021
Excelsior Advisor Network
Colorado
$287K +$289K +4,629 New
WTC
1022
WhitTier Trust Company
Nevada
$287K -$31.8K -510 -10%
TWP
1023
Tyche Wealth Partners
Texas
$286K +$8.42K +135 +3%
BWA
1024
BlueChip Wealth Advisors
Georgia
$286K – – –
Betterment LLC
1025
Betterment LLC
New York
$285K +$287K +4,600 New