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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1026
Newbridge Financial Services Group
Florida
$188K +$40.8K +721 +28%
CA
1027
CoreCap Advisors
Michigan
$182K -$15.9K -282 -8%
AAG
1028
Armstrong Advisory Group
Massachusetts
$179K +$32.5K +574 +23%
SA
1029
SRH Advisors
Kansas
$179K – – –
TFA
1030
Toth Financial Advisory
Virginia
$179K – – –
AGWCA
1031
Annis Gardner Whiting Capital Advisors
Florida
$177K +$29.7K +526 +21%
CH
1032
Cromwell Holdings
Wyoming
$176K +$25.1K +443 +17%
HPC
1033
HM Payson & Co
Maine
$174K +$43.9K +777 +35%
RI
1034
Ridgewood Investments
New Jersey
$171K – – –
SAM
1035
Smartleaf Asset Management
Massachusetts
$166K -$29.7K -525 -15%
CIAM
1036
Caitong International Asset Management
Hong Kong
$165K +$161K +2,841 +14,953%
CT
1037
Coastline Trust
Rhode Island
$159K – – –
SSG
1038
Summit Securities Group
New York
$156K +$153K +2,708 New
PIM
1039
Plato Investment Management
Australia
$155K – – –
T
1040
Tidemark
California
$155K -$10.1K -179 -6%
MSE
1041
MUFG Securities EMEA
United Kingdom
$154K +$151K +2,669 New
MA
1042
Montag & Associates
Georgia
$149K – – –
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$144K +$3.51K +62 +3%
CMBA
1044
C.M. Bidwell & Associates
Hawaii
$141K +$848 +15 +0.6%
M
1045
MOTCO
Texas
$139K +$11.5K +203 +9%
CT
1046
Clearstead Trust
Maine
$138K +$136K +2,404 New
BF
1047
BOK Financial
Oklahoma
$130K -$218K -3,859 -63%
WTFG
1048
Wood Tarver Financial Group
Idaho
$128K – – –
HCM
1049
Hollencrest Capital Management
California
$128K +$15.4K +272 +14%
OL
1050
OneFund LLC
Florida
$126K +$123K +2,179 New
40 41
42
43 44