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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1051
Endurance Wealth Management
Rhode Island
$3K – – –
HWMA
1052
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
PPWM
1053
PFG Private Wealth Management
Florida
$3K – – –
PFPT
1054
Pinnacle Financial Partners (Tennessee)
Tennessee
$3K – – –
S
1055
Surevest
California
$3K +$2.48K +36 +257%
CT
1056
Cambridge Trust
Massachusetts
$2K -$71.4K -1,036 -98%
SC
1057
SouthState Corp
Florida
$2K -$9.38K -136 -83%
PWMG
1058
Prestige Wealth Management Group
New Jersey
$2K -$689 -10 -25%
PCA
1059
Providence Capital Advisors
North Carolina
$2K – – –
CWM
1060
CarsonAllaria Wealth Management
Illinois
$2K +$69 +1 +3%
ANBT
1061
American National Bank & Trust
Texas
$2K +$2.07K +30 New
MBFW
1062
Morton Brown Family Wealth
Pennsylvania
$2K +$2.9K +42 New
ACM
1063
Absolute Capital Management
Pennsylvania
$1.91K +$2.27K +33 New
AWM
1064
Abound Wealth Management
Tennessee
$1.58K +$1.86K +27 New
ACA
1065
Atlas Capital Advisors
Wyoming
$1.57K -$1.52K -22 -45%
GIA
1066
GHP Investment Advisors
Colorado
$1K -$6.21K -90 -81%
GC
1067
Gould Capital
Washington
$1K – – –
KFP
1068
KB Financial Partners
New Jersey
$1K – – –
TFM
1069
TFC Financial Management
Massachusetts
$1K +$345 +5 +38%
RA
1070
Rise Advisors
New York
$1K +$1.31K +19 New
FIA
1071
FNY Investment Advisers
New York
$1K +$1.38K +20 New
JFGIW
1072
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.52K +22 New
FSWA
1073
Financial Synergies Wealth Advisors
Texas
$408 – – –
ORIO
1074
Old Republic International (ORI)
Illinois
– -$40.3M -590,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1075
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$13.3M -195,350 Closed