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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1026
Financial Perspectives
Minnesota
$128K – – –
OCM
1027
Osterweis Capital Management
California
$127K – – –
CTWM
1028
Cherry Tree Wealth Management
Minnesota
$126K – – –
PB
1029
Pinnacle Bancorp
Nebraska
$125K – – –
FAM
1030
Flaharty Asset Management
Florida
$125K +$117K +1,965 New
HCM
1031
Hollencrest Capital Management
California
$123K +$31.5K +530 +37%
C
1032
Covestor
United Kingdom
$123K +$10.2K +172 +10%
ITIM
1033
Indiana Trust & Investment Management
Indiana
$123K – – –
PFBT
1034
Parkside Financial Bank & Trust
Missouri
$122K -$8.33K -140 -7%
TF
1035
Tompkins Financial
New York
$119K +$7.2K +121 +7%
CP
1036
Castleview Partners
Texas
$117K +$1.49K +25 +1%
OIA
1037
Optimum Investment Advisors
Illinois
$114K -$11.9K -200 -10%
FCA
1038
FinTrust Capital Advisors
South Carolina
$113K +$90K +1,513 +565%
JFA
1039
JNBA Financial Advisors
Minnesota
$113K – – –
GJIA
1040
Glass Jacobson Investment Advisors
Maryland
$112K – – –
AIM
1041
Anchor Investment Management
South Carolina
$109K +$655 +11 +0.6%
CFD
1042
Creative Financial Designs
Indiana
$108K +$5.42K +91 +6%
Heritage Wealth Advisors
1043
Heritage Wealth Advisors
Virginia
$103K +$3.39K +57 +4%
CSB
1044
City State Bank
Iowa
$101K – – –
ETS
1045
ESL Trust Services
New York
$101K – – –
BSB
1046
Bangor Savings Bank
Maine
$101K – – –
VCM
1047
Versant Capital Management
Arizona
$99.5K – – –
Capital Analysts LLC
1048
Capital Analysts LLC
Pennsylvania
$98K +$34.6K +581 +60%
TFGT
1049
TS Financial Group (TSFG)
Illinois
$97K +$595 +10 +0.7%
CWM
1050
Cedar Wealth Management
California
$93.5K +$1.49K +25 +2%