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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
1026
Y.D. More Investments
Israel
$168K +$21.6K +391 +16%
T
1027
Tidemark
California
$166K -$886 -16 -0.6%
CT
1028
Coastline Trust
Rhode Island
$160K – – –
PIM
1029
Plato Investment Management
Australia
$159K – – –
TWC
1030
TD Waterhouse Canada
Ontario, Canada
$153K +$76.8K +1,388 +65%
CH
1031
Cromwell Holdings
Wyoming
$151K +$2.44K +44 +2%
MA
1032
Montag & Associates
Georgia
$150K – – –
AGWCA
1033
Annis Gardner Whiting Capital Advisors
Florida
$148K +$63.1K +1,140 +81%
NFSG
1034
Newbridge Financial Services Group
Florida
$148K -$363K -6,559 -72%
C
1035
Covestor
United Kingdom
$146K +$23.6K +427 +20%
CT
1036
Caldwell Trust
Florida
$143K +$13.5K +243 +11%
CMBA
1037
C.M. Bidwell & Associates
Hawaii
$141K +$1.11K +20 +0.8%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$141K +$15.8K +285 +13%
AAG
1039
Armstrong Advisory Group
Massachusetts
$135K – – –
TFGT
1040
TS Financial Group (TSFG)
Illinois
$135K +$44.1K +797 +52%
M
1041
MOTCO
Texas
$132K +$1.55K +28 +1%
HPC
1042
HM Payson & Co
Maine
$130K +$78.8K +1,424 +175%
WTFG
1043
Wood Tarver Financial Group
Idaho
$130K -$5.09K -92 -4%
MSG
1044
Main Street Group
Virginia
$129K +$95.8K +1,731 +346%
AG
1045
AmeriFlex Group
Nevada
$127K +$97K +1,752 +395%
WPA
1046
Wealth Preservation Advisors
Tennessee
$122K +$117K +2,110 New
MWA
1047
Medallion Wealth Advisors
Connecticut
$119K +$4.98K +90 +5%
PWM
1048
Proathlete Wealth Management
Florida
$117K +$112K +2,020 New
FP
1049
Financial Perspectives
Minnesota
$117K – – –
BCWM
1050
Bartlett & Co Wealth Management
Ohio
$116K -$52.9K -956 -32%
40 41
42
43 44