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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
EPW
1026
Evolve Private Wealth
California
$285K -$183K -2,935 -39%
CFD
1027
Creative Financial Designs
Indiana
$284K +$41.9K +672 +17%
RFP
1028
Root Financial Partners
California
$283K -$1.31K -21 -0.5%
ACGA
1029
Atlanta Consulting Group Advisors
Georgia
$283K -$33.8K -542 -11%
BWM
1030
Bullock Wealth Management
Indiana
$282K +$3.93K +63 +1%
PWAM
1031
Private Wealth Asset Management
Iowa
$281K +$260K +4,163 +1,096%
LWM
1032
LightSquare Wealth Management
Michigan
$278K -$16.7K -268 -6%
LA
1033
LexAurum Advisors
Kansas
$275K -$26.9K -431 -9%
C
1034
Certuity
Florida
$274K -$17.5K -280 -6%
FZCM
1035
Flynn Zito Capital Management
New York
$271K -$15K -240 -5%
KWS
1036
Keystone Wealth Services
California
$270K -$6.55K -105 -2%
FPWM
1037
FSB Premier Wealth Management
Iowa
$269K -$222K -3,567 -45%
JCM
1038
Jacobsen Capital Management
Utah
$269K +$436 +7 +0.2%
HFS
1039
Hantz Financial Services
Michigan
$269K -$163K -2,614 -38%
BI
1040
Bolthouse Investments
California
$267K – – –
EA
1041
Everpar Advisors
Oklahoma
$266K -$18.1K -291 -6%
GSWM
1042
Golden State Wealth Management
California
$264K -$218K -3,492 -45%
MWM
1043
Modera Wealth Management
New Jersey
$263K +$58.4K +937 +28%
BMCM
1044
Bryn Mawr Capital Management
Pennsylvania
$263K +$51.8K +831 +24%
CAM
1045
Campion Asset Management
Virginia
$262K +$19.8K +318 +8%
SWM
1046
SHP Wealth Management
Massachusetts
$262K -$21.3K -342 -7%
RFA
1047
Register Financial Advisors
Georgia
$261K +$3.74K +60 +1%
CSC
1048
Caldwell Sutter Capital
California
$260K – – –
GAA
1049
Guardian Asset Advisors
Pennsylvania
$259K +$260K +4,174 New
OFS
1050
OneAscent Financial Services
Alabama
$257K -$9.73K -156 -4%
40 41
42
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