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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Shelton Wealth Management
Texas
$233K +$28.7K +495 +14%
EWP
1002
Evergreen Wealth Partners
Montana
$233K +$239K +4,133 New
OP
1003
Oslo Pensjonsforsikring
$232K – – –
MMA
1004
Miracle Mile Advisors
California
$232K +$36.1K +623 +18%
HA
1005
Huntleigh Advisors
Missouri
$232K -$2.37K -41 -1%
TWM
1006
Tortuga Wealth Management
California
$231K +$237K +4,094 New
PCM
1007
Pointe Capital Management
Michigan
$231K – – –
COCM
1008
Charter Oak Capital Management
New Hampshire
$230K -$31.9K -551 -12%
ST
1009
Somerset Trust
Pennsylvania
$228K -$29.8K -515 -11%
BF
1010
Brucke Financial
Indiana
$226K +$233K +4,017 New
LIP
1011
Lynch Investment Planning
Pennsylvania
$225K +$230K +3,971 New
LFM
1012
LGT Fund Management
Liechtenstein
$225K – – –
SWA
1013
SFMG Wealth Advisors
Texas
$225K -$3.47K -60 -1%
BHPW
1014
Beverly Hills Private Wealth
California
$225K -$25.2K -436 -10%
PWM
1015
Prosperity Wealth Management
California
$224K – – –
NAG
1016
Northstar Advisory Group
New Jersey
$223K – – –
TPI
1017
Trust Point Inc
Wisconsin
$223K +$16.6K +286 +8%
TCWA
1018
Turtle Creek Wealth Advisors
Texas
$222K -$60.9K -1,051 -21%
AFT
1019
Alpha Family Trust
California
$222K – – –
ESBC
1020
E.S. Barr & Co
Kentucky
$221K +$227K +3,922 New
BFIM
1021
Beese Fulmer Investment Management
Ohio
$220K +$226K +3,904 New
PFM
1022
Patton Fund Management
Texas
$218K – – –
OWA
1023
Octavia Wealth Advisors
Ohio
$218K +$3.24K +56 +1%
CAM
1024
Campion Asset Management
Virginia
$218K -$12.7K -220 -5%
OWP
1025
ORG Wealth Partners
Texas
$217K -$400K -6,906 -64%