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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
1001
Phocas Financial Corp
California
$31.7K +$31K +500 New
BIA
1002
Bell Investment Advisors
California
$31K +$3.66K +59 +14%
MLA
1003
MB, Levis & Associates
Pennsylvania
$28.9K +$28.3K +455 New
TWC
1004
TD Waterhouse Canada
Ontario, Canada
$28.6K -$4.91K -79 -15%
ZIG
1005
Zullo Investment Group
Pennsylvania
$28.4K +$869 +14 +3%
PGAM
1006
Princeton Global Asset Management
New Jersey
$28K – – –
CCMI
1007
Creative Capital Management Investments
California
$28K +$27.1K +437 New
HBW
1008
Hazlett, Burt & Watson
West Virginia
$27K – – –
MSFP
1009
Mark Sheptoff Financial Planning
Connecticut
$26.4K +$5.4K +87 +26%
IGWM
1010
ICA Group Wealth Management
Colorado
$26.3K -$1.33M -21,491 -98%
TIM
1011
Tortoise Investment Management
New York
$25.9K – – –
PMFA
1012
Plante Moran Financial Advisors
Michigan
$25.8K +$310 +5 +1%
ACM
1013
Antonetti Capital Management
Florida
$25.4K – – –
CWM
1014
Compass Wealth Management
Connecticut
$25.4K +$24.8K +400 New
VNA
1015
Valley National Advisers
Pennsylvania
$25K – – –
SFCL
1016
Strengthening Families & Communities LLC
Massachusetts
$24K – – –
MWM
1017
Mascoma Wealth Management
New Hampshire
$23.9K – – –
KTC
1018
Kistler-Tiffany Companies
Pennsylvania
$23.2K +$186 +3 +0.8%
BAAM
1019
Baker Avenue Asset Management
California
$22K +$21.5K +346 New
AFG
1020
Albion Financial Group
Utah
$21.2K +$248 +4 +1%
CB
1021
Community Bank
New York
$21.2K – – –
BWM
1022
Baystate Wealth Management
Massachusetts
$21K +$186 +3 +0.9%
LIA
1023
Luken Investment Analytics
Tennessee
$20.7K +$20.3K +327 New
WT
1024
Washington Trust
Rhode Island
$20.2K – – –
IHWM
1025
Iron Horse Wealth Management
Iowa
$20K +$19.4K +313 New
39 40
41
42 43