We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1001
Catalyst Financial Partners
Massachusetts
$211K +$207K +3,669 New
SFSG
1002
Sound Financial Strategies Group
Mississippi
$211K +$2.15K +38 +1%
CFG
1003
Cooper Financial Group
California
$211K +$207K +3,661 New
AWM
1004
Axxcess Wealth Management
California
$210K -$5.6K -99 -3%
AA
1005
Ancora Advisors
Ohio
$209K +$17.9K +317 +10%
FNBOO
1006
First National Bank of Omaha
Nebraska
$208K -$1.65M -29,266 -89%
CRI
1007
Colonial River Investments
Virginia
$208K -$5.6K -99 -3%
PMG
1008
ProVise Management Group
Florida
$207K +$204K +3,599 New
MT
1009
Midwest Trust
Kansas
$207K +$203K +3,585 New
YDMI
1010
Y.D. More Investments
Israel
$206K +$40.8K +721 +25%
VA
1011
VestGen Advisors
Illinois
$205K +$201K +3,556 New
EA
1012
Everpar Advisors
Oklahoma
$205K +$201K +3,554 New
TF
1013
Trek Financial
Arizona
$204K +$200K +3,544 New
MGP
1014
M&G plc
United Kingdom
$204K +$19.9K +352 +11%
PCA
1015
Pallas Capital Advisors
Massachusetts
$203K +$200K +3,530 New
P
1016
Pitcairn
Pennsylvania
$203K -$1.24K -22 -0.6%
PMSA
1017
Patrick M. Sweeney & Associates
Illinois
$203K +$199K +3,518 New
NC
1018
NBW Capital
Massachusetts
$202K +$198K +3,501 New
CIS
1019
Connors Investor Services
Pennsylvania
$201K – – –
NWM
1020
Northcape Wealth Management
New York
$201K -$2.83K -50 -1%
GPW
1021
Genesis Private Wealth
Virginia
$201K +$197K +3,489 New
SHGA
1022
Sand Hill Global Advisors
California
$201K – – –
WA
1023
Whipplewood Advisors
Colorado
$200K -$98.3K -1,738 -33%
OP
1024
ORG Partners
Indiana
$199K +$20.5K +362 +12%
CT
1025
Caldwell Trust
Florida
$199K +$56.5K +1,000 +41%
39 40
41
42 43