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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
S
1051
Surevest
California
$3K +$2.48K +36 +257%
CT
1052
Cambridge Trust
Massachusetts
$2K -$71.4K -1,036 -98%
SC
1053
SouthState Corp
Florida
$2K -$9.38K -136 -83%
PWMG
1054
Prestige Wealth Management Group
New Jersey
$2K -$689 -10 -25%
PCA
1055
Providence Capital Advisors
North Carolina
$2K – – –
CWM
1056
CarsonAllaria Wealth Management
Illinois
$2K +$69 +1 +3%
ANBT
1057
American National Bank & Trust
Texas
$2K +$2.07K +30 New
MBFW
1058
Morton Brown Family Wealth
Pennsylvania
$2K +$2.9K +42 New
ACM
1059
Absolute Capital Management
Pennsylvania
$1.91K +$2.27K +33 New
AWM
1060
Abound Wealth Management
Tennessee
$1.58K +$1.86K +27 New
ACA
1061
Atlas Capital Advisors
Wyoming
$1.57K -$1.52K -22 -45%
GIA
1062
GHP Investment Advisors
Colorado
$1K -$6.21K -90 -81%
GC
1063
Gould Capital
Washington
$1K – – –
KFP
1064
KB Financial Partners
New Jersey
$1K – – –
TFM
1065
TFC Financial Management
Massachusetts
$1K +$345 +5 +38%
RA
1066
Rise Advisors
New York
$1K +$1.31K +19 New
FIA
1067
FNY Investment Advisers
New York
$1K +$1.38K +20 New
JFGIW
1068
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1.52K +22 New
FHC
1069
First Heartland Consultants
Missouri
$536 -$34.3K -497 -5%
FSWA
1070
Financial Synergies Wealth Advisors
Texas
$408 – – –
MGIM
1071
M&G Investment Management
United Kingdom
$366 +$190K +2,756 +78%
MOS
1072
MGO One Seven
Ohio
$224 -$13.6K -197 -5%
PWP
1073
Principle Wealth Partners
Connecticut
$207 – – –
JMF
1074
Johnson Midwest Financial
Iowa
$107 -$39.2K -569 -24%
ORIO
1075
Old Republic International (ORI)
Illinois
– -$40.3M -590,000 Closed
41 42
43
44 45