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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1001
Sound Financial Strategies Group
Mississippi
$211K +$2.15K +38 +1%
CFG
1002
Cooper Financial Group
California
$211K +$207K +3,661 New
AWM
1003
Axxcess Wealth Management
California
$210K -$5.6K -99 -3%
AA
1004
Ancora Advisors
Ohio
$209K +$17.9K +317 +10%
FNBOO
1005
First National Bank of Omaha
Nebraska
$208K -$1.65M -29,266 -89%
CRI
1006
Colonial River Investments
Virginia
$208K -$5.6K -99 -3%
PMG
1007
ProVise Management Group
Florida
$207K +$204K +3,599 New
MT
1008
Midwest Trust
Kansas
$207K +$203K +3,585 New
YDMI
1009
Y.D. More Investments
Israel
$206K +$40.8K +721 +25%
VA
1010
VestGen Advisors
Illinois
$205K +$201K +3,556 New
EA
1011
Everpar Advisors
Oklahoma
$205K +$201K +3,554 New
TF
1012
Trek Financial
Arizona
$204K +$200K +3,544 New
MGP
1013
M&G plc
United Kingdom
$204K +$19.9K +352 +11%
PCA
1014
Pallas Capital Advisors
Massachusetts
$203K +$200K +3,530 New
P
1015
Pitcairn
Pennsylvania
$203K -$1.24K -22 -0.6%
PMSA
1016
Patrick M. Sweeney & Associates
Illinois
$203K +$199K +3,518 New
NC
1017
NBW Capital
Massachusetts
$202K +$198K +3,501 New
CIS
1018
Connors Investor Services
Pennsylvania
$201K – – –
NWM
1019
Northcape Wealth Management
New York
$201K -$2.83K -50 -1%
GPW
1020
Genesis Private Wealth
Virginia
$201K +$197K +3,489 New
SHGA
1021
Sand Hill Global Advisors
California
$201K – – –
WA
1022
Whipplewood Advisors
Colorado
$200K -$98.3K -1,738 -33%
OP
1023
ORG Partners
Indiana
$199K +$20.5K +362 +12%
CT
1024
Caldwell Trust
Florida
$199K +$56.5K +1,000 +41%
NFSG
1025
Newbridge Financial Services Group
Florida
$188K +$40.8K +721 +28%
39 40
41
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