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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1051
Pointe Capital Management
Michigan
$254K – – –
HIC
1052
Holderness Investments Company
North Carolina
$252K -$6.86K -110 -3%
MFIM
1053
Mesirow Financial Investment Management
Illinois
$252K -$55.7K -894 -18%
HHCP
1054
Hilton Head Capital Partners
South Carolina
$251K -$15.4K -247 -6%
CL
1055
CPWA LLC
Oregon
$250K +$4.92K +79 +2%
CTC
1056
Cetera Trust Company
Minnesota
$250K – – –
GC
1057
Grimes & Company
Massachusetts
$250K +$3.93K +63 +2%
VFM
1058
Vision Financial Markets
Connecticut
$248K +$175K +2,801 +232%
GI
1059
Gradient Investments
Minnesota
$248K +$250K +4,004 New
NAG
1060
Northstar Advisory Group
New Jersey
$245K – – –
AA
1061
Auxano Advisors
Washington
$244K +$12.5K +200 +5%
IF
1062
IRON Financial
Illinois
$244K +$17K +273 +7%
AFT
1063
Alpha Family Trust
California
$244K – – –
DAM
1064
Diamant Asset Management
Connecticut
$244K +$245K +3,930 New
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
$243K +$21.6K +346 +10%
FBC
1066
Fairfield, Bush & Co
Connecticut
$242K +$243K +3,901 New
TW
1067
Trajan Wealth
Arizona
$241K -$71K -1,139 -23%
KP
1068
Keel Point
Alabama
$240K +$13K +209 +6%
ATC
1069
Argent Trust Co
Tennessee
$239K -$25.9K -416 -10%
EFSCE
1070
Enterprise Financial Services Corp (EFSC)
Missouri
$239K -$7.42K -119 -3%
WA
1071
WBH Advisory
Maryland
$236K +$4.68K +75 +2%
PMSA
1072
Patrick M. Sweeney & Associates
Illinois
$236K +$249 +4 +0.1%
WFI
1073
West Family Investments
California
$236K +$4.61K +74 +2%
AA
1074
Advisory Alpha
Michigan
$235K -$61.9K -993 -21%
PWP
1075
Phillips Wealth Planners
Mississippi
$235K -$14K -225 -6%
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