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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1026
SouthState Corp
Florida
$11K -$65.5K -954 -85%
TJHA
1027
Thomas J. Herzfeld Advisors
Florida
$11K +$962 +14 +10%
TCM
1028
Tradewinds Capital Management
Washington
$10K -$55.4K -806 -85%
CA
1029
Clearstead Advisors
Ohio
$10K -$10.3K -150 -51%
MCM
1030
MV Capital Management
Maryland
$10K -$2.82K -41 -21%
CHA
1031
Carmichael Hill & Associates
Maryland
$10K – – –
IA
1032
IFS Advisors
Kansas
$10K – – –
SWM
1033
Selective Wealth Management
Virginia
$10K – – –
EW
1034
Evoke Wealth
California
$8K -$481 -7 -6%
GIA
1035
GHP Investment Advisors
Colorado
$8K – – –
WT
1036
Washington Trust
Rhode Island
$8K – – –
WIM
1037
Westside Investment Management
California
$7.33K +$227K +3,300 +917%
BCM
1038
Blume Capital Management
California
$7K -$2.06K -30 -23%
ARMC
1039
American Research & Management Company
Massachusetts
$7K – – –
CFN
1040
Cordasco Financial Network
Florida
$7K – – –
WBC
1041
West Branch Capital
Massachusetts
$7K – – –
ACM
1042
AUA Capital Management
Pennsylvania
$7K +$550 +8 +8%
LF
1043
Lee Financial
Texas
$7K +$3.78K +55 +145%
SFA
1044
Semmax Financial Advisors
North Carolina
$7K +$6.53K +95 New
FBC
1045
Fairfield, Bush & Co
Connecticut
$7K +$6.87K +100 New
RWM
1046
Raffa Wealth Management
District of Columbia
$6.89K – – –
FCA
1047
FinTrust Capital Advisors
South Carolina
$6K – – –
OIA
1048
Optimum Investment Advisors
Illinois
$6K – – –
TAM
1049
Tucker Asset Management
Colorado
$5.46K – – –
FGAM
1050
Financial Gravity Asset Management
Texas
$5.36K +$84K +1,223 +1,772%
40 41
42
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