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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
1001
Miracle Mile Advisors
California
$232K +$36.1K +623 +18%
HA
1002
Huntleigh Advisors
Missouri
$232K -$2.37K -41 -1%
TWM
1003
Tortuga Wealth Management
California
$231K +$237K +4,094 New
PCM
1004
Pointe Capital Management
Michigan
$231K – – –
COCM
1005
Charter Oak Capital Management
New Hampshire
$230K -$31.9K -551 -12%
ST
1006
Somerset Trust
Pennsylvania
$228K -$29.8K -515 -11%
BF
1007
Brucke Financial
Indiana
$226K +$233K +4,017 New
LIP
1008
Lynch Investment Planning
Pennsylvania
$225K +$230K +3,971 New
LFM
1009
LGT Fund Management
Liechtenstein
$225K – – –
SWA
1010
SFMG Wealth Advisors
Texas
$225K -$3.47K -60 -1%
BHPW
1011
Beverly Hills Private Wealth
California
$225K -$25.2K -436 -10%
PWM
1012
Prosperity Wealth Management
California
$224K – – –
NAG
1013
Northstar Advisory Group
New Jersey
$223K – – –
TPI
1014
Trust Point Inc
Wisconsin
$223K +$16.6K +286 +8%
TCWA
1015
Turtle Creek Wealth Advisors
Texas
$222K -$60.9K -1,051 -21%
AFT
1016
Alpha Family Trust
California
$222K – – –
ESBC
1017
E.S. Barr & Co
Kentucky
$221K +$227K +3,922 New
BFIM
1018
Beese Fulmer Investment Management
Ohio
$220K +$226K +3,904 New
PFM
1019
Patton Fund Management
Texas
$218K – – –
OWA
1020
Octavia Wealth Advisors
Ohio
$218K +$3.24K +56 +1%
CAM
1021
Campion Asset Management
Virginia
$218K -$12.7K -220 -5%
OWP
1022
ORG Wealth Partners
Texas
$217K -$400K -6,906 -64%
SFP
1023
Sandbox Financial Partners
Maryland
$217K – – –
GC
1024
Grimes & Company
Massachusetts
$217K -$32.7K -565 -13%
DCM
1025
DGS Capital Management
New Jersey
$216K +$9.15K +158 +4%
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