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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1026
Sandbox Financial Partners
Maryland
$217K – – –
GC
1027
Grimes & Company
Massachusetts
$217K -$32.7K -565 -13%
DCM
1028
DGS Capital Management
New Jersey
$216K +$9.15K +158 +4%
ACGA
1029
Atlanta Consulting Group Advisors
Georgia
$216K -$141K -2,438 -39%
DDC
1030
DF Dent & Co
Maryland
$215K – – –
PMSA
1031
Patrick M. Sweeney & Associates
Illinois
$214K +$9.49K +164 +5%
AA
1032
ALPS Advisors
Colorado
$214K -$78.5K -1,356 -26%
DIM
1033
Delta Investment Management
California
$212K -$5.04K -87 -2%
B
1034
Bedminster
South Carolina
$211K +$217K +3,750 New
RFS
1035
RM Financial Services
Maine
$210K +$216K +3,734 New
S
1036
Sunpointe
Missouri
$210K -$579 -10 -0.3%
EFSCE
1037
Enterprise Financial Services Corp (EFSC)
Missouri
$210K +$215K +3,717 New
AW
1038
Ankerstar Wealth
Texas
$208K +$213K +3,678 New
PAG
1039
Private Advisory Group
Washington
$208K +$214K +3,694 New
MCM
1040
Monument Capital Management
Virginia
$207K – – –
BB
1041
Busey Bank
Illinois
$206K -$3.42K -59 -2%
SC
1042
Syon Capital
California
$205K +$19.9K +344 +10%
TWP
1043
Triad Wealth Partners
Kansas
$205K +$211K +3,640 New
IA
1044
Invested Advisors
Pennsylvania
$205K +$210K +3,628 New
SB
1045
Strategic Blueprint
Georgia
$204K -$407K -7,026 -66%
MLIC
1046
Mandatum Life Insurance Company
Finland
$203K +$209K +3,603 New
CIS
1047
Connors Investor Services
Pennsylvania
$203K +$5.79K +100 +3%
PMG
1048
ProVise Management Group
Florida
$202K -$24.3K -419 -10%
NP
1049
Nilsine Partners
Colorado
$202K +$6.72K +116 +3%
FA
1050
FDx Advisors
Illinois
$202K +$2.03K +35 +1%
40 41
42
43 44