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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1001
Balboa Wealth Partners
Arizona
$296K +$303K +4,836 New
SFS
1002
Stiles Financial Services
Minnesota
$295K +$1.06K +17 +0.4%
AA
1003
Advisory Alpha
Michigan
$293K +$300K +4,792 New
BRWA
1004
B. Riley Wealth Advisors
Florida
$293K +$24K +383 +9%
TCWA
1005
Turtle Creek Wealth Advisors
Texas
$292K +$52.8K +844 +21%
AW
1006
Ankerstar Wealth
Texas
$292K +$67.4K +1,077 +29%
LWM
1007
LightSquare Wealth Management
Michigan
$291K +$297K +4,750 New
LC
1008
LCNB Corp
Ohio
$289K +$296K +4,723 New
SG
1009
StoneX Group
New York
$289K -$142K -2,269 -33%
FHA
1010
Flagship Harbor Advisors
Massachusetts
$288K +$179K +2,854 +153%
AMIM
1011
Aull & Monroe Investment Management
Alabama
$288K +$1K +16 +0.3%
C
1012
Certuity
Florida
$288K -$50.4K -805 -15%
SWGC
1013
Summit Wealth Group (Colorado)
Colorado
$286K +$15.1K +241 +5%
WWM
1014
Western Wealth Management
Colorado
$285K +$7.07K +113 +2%
TCIIS
1015
TIAA-CREF Individual & Institutional Services
New York
$283K +$290K +4,626 New
FZCM
1016
Flynn Zito Capital Management
New York
$283K -$1.88K -30 -0.6%
BWA
1017
BlueChip Wealth Advisors
Georgia
$282K -$52.3K -835 -15%
RFP
1018
Root Financial Partners
California
$281K -$90.8K -1,450 -24%
EA
1019
Everpar Advisors
Oklahoma
$281K +$287K +4,586 New
SMC
1020
Smith, Moore & Co
Missouri
$281K +$2.07K +33 +0.7%
SWM
1021
SHP Wealth Management
Massachusetts
$280K -$42K -671 -13%
SAM
1022
Sagewood Asset Management
New York
$277K +$284K +4,531 New
CWP
1023
Core Wealth Partners
California
$275K -$1.06K -17 -0.4%
TWP
1024
Tyche Wealth Partners
Texas
$275K +$250 +4 +0.1%
KWS
1025
Keystone Wealth Services
California
$273K -$117K -1,874 -30%
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