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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1026
Center for Financial Planning
Michigan
$33.3K – – –
DMBA
1027
Deseret Mutual Benefit Administrators
Utah
$33K +$1.21K +23 +4%
LFA
1028
LGT Financial Advisors
Texas
$32.9K +$210 +4 +0.7%
AWM
1029
Able Wealth Management
New Jersey
$32.4K +$29.6K +564 New
ST
1030
Smithfield Trust
Pennsylvania
$32K – – –
SWA
1031
SOA Wealth Advisors
New York
$31.9K +$210 +4 +0.7%
PWMG
1032
Private Wealth Management Group
New Jersey
$31.9K +$29.1K +555 New
APF
1033
Alaska Permanent Fund
Alaska
$30.9K -$420 -8 -1%
CA
1034
Clearstead Advisors
Ohio
$30.8K +$9.76K +186 +53%
CWP
1035
Concord Wealth Partners
Virginia
$30.3K -$13.3K -254 -32%
VNA
1036
Valley National Advisers
Pennsylvania
$29K +$4.2K +80 +18%
IRAG
1037
Investment Research & Advisory Group
Georgia
$28.7K -$42K -800 -62%
CFO
1038
CVA Family Office
Colorado
$28.7K +$26.2K +499 New
BWM
1039
Baystate Wealth Management
Massachusetts
$28.3K +$9.97K +190 +63%
DI
1040
DAGCO Inc
Ohio
$28.2K +$25.8K +491 New
DWS
1041
Dynamic Wealth Strategies
California
$28.2K +$25.8K +491 New
PSB
1042
Piscataqua Savings Bank
New Hampshire
$28.1K – – –
HFS
1043
HBC Financial Services
Washington
$28K – – –
DJSG
1044
D.J. St. Germain
Massachusetts
$27.1K +$15.1K +287 +155%
MLA
1045
MB, Levis & Associates
Pennsylvania
$27.1K +$210 +4 +0.9%
CB
1046
Community Bank
New York
$26.6K +$6.82K +130 +39%
RF
1047
Robinswood Financial
Washington
$25.6K +$367 +7 +2%
RFA
1048
Resurgent Financial Advisors
Georgia
$25.4K -$52 -1 -0.2%
VL
1049
Vima LLC
Michigan
$25.1K +$22.9K +437 New
TWC
1050
TD Waterhouse Canada
Ontario, Canada
$24.9K +$682 +13 +3%
40 41
42
43 44