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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
1001
Glassman Wealth Services
Virginia
$36.9K -$16.9K -261 -31%
CFFP
1002
Center for Financial Planning
Michigan
$36.7K – – –
IRC
1003
Investors Research Corp
Georgia
$36.1K – – –
HFS
1004
HBC Financial Services
Washington
$36K +$38.9K +600 New
CA
1005
Clearstead Advisors
Ohio
$35.1K +$842 +13 +2%
DMBA
1006
Deseret Mutual Benefit Administrators
Utah
$34.8K – – –
SWA
1007
SOA Wealth Advisors
New York
$34.4K +$17.9K +277 +104%
BIA
1008
Bell Investment Advisors
California
$33.6K +$2.72K +42 +9%
RFA
1009
Resurgent Financial Advisors
Georgia
$32.7K -$185K -2,851 -85%
BAAM
1010
Baker Avenue Asset Management
California
$32.6K +$11K +169 +49%
PSB
1011
Piscataqua Savings Bank
New Hampshire
$31K -$4.54K -70 -13%
MLA
1012
MB, Levis & Associates
Pennsylvania
$29.2K +$389 +6 +1%
TWC
1013
TD Waterhouse Canada
Ontario, Canada
$29.2K +$972 +15 +3%
CL
1014
COWA LLC
Oklahoma
$28.3K +$37.8M +584,064 +2,024%
TAM
1015
Tucker Asset Management
Colorado
$26.9K +$22.4K +345 +431%
PMFA
1016
Plante Moran Financial Advisors
Michigan
$26K +$324 +5 +1%
APC
1017
Aspire Private Capital
North Carolina
$26K +$6.67K +103 +33%
TIM
1018
Tortoise Investment Management
New York
$25.8K – – –
ACM
1019
Antonetti Capital Management
Florida
$25.3K – – –
CWM
1020
Compass Wealth Management
Connecticut
$25.3K – – –
HBW
1021
Hazlett, Burt & Watson
West Virginia
$25K -$1.81K -28 -7%
DIP
1022
DT Investment Partners
Pennsylvania
$24.9K +$25.9K +400 New
VNA
1023
Valley National Advisers
Pennsylvania
$24K – – –
CFO
1024
CVA Family Office
Colorado
$23.7K -$20.4K -315 -46%
MWM
1025
Mascoma Wealth Management
New Hampshire
$23.6K – – –
39 40
41
42 43