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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
1051
Heartland Bank & Trust
Illinois
$200K -$4.75K -82 -2%
BF
1052
BOK Financial
Oklahoma
$200K +$1.79K +31 +0.9%
SFG
1053
Strive Financial Group
Indiana
$198K +$203K +3,505 New
SA
1054
SRH Advisors
Kansas
$197K +$23.2K +400 +13%
SHF
1055
Safe Harbor Fiduciary
Florida
$190K +$196K +3,378 New
HPC
1056
HM Payson & Co
Maine
$188K +$1.79K +31 +0.9%
WA
1057
Whipplewood Advisors
Colorado
$188K +$4.4K +76 +2%
CSB
1058
City State Bank
Iowa
$183K +$232 +4 +0.1%
HPWM
1059
High Point Wealth Management
New Jersey
$179K +$184K +3,177 New
CTC
1060
Central Trust Company
Missouri
$176K +$58K +1,001 +47%
TFA
1061
Toth Financial Advisory
Virginia
$175K +$116 +2 +0.1%
AFC
1062
Ares Financial Consulting
California
$175K +$179K +3,099 New
SAG
1063
SageView Advisory Group
California
$174K +$179K +3,093 New
NFSG
1064
Newbridge Financial Services Group
Florida
$171K -$14.9K -258 -8%
HFS
1065
Hantz Financial Services
Michigan
$167K +$108K +1,871 +171%
AA
1066
Ancora Advisors
Ohio
$162K -$9.38K -162 -5%
CP
1067
Camelot Portfolios
Ohio
$162K +$166K +2,870 New
VIA
1068
Virtus Investment Advisers
Connecticut
$162K +$166K +2,869 New
MB
1069
MidFirst Bank
Oklahoma
$161K +$166K +2,859 New
CT
1070
Coastline Trust
Rhode Island
$156K – – –
LAS
1071
Lloyd Advisory Services
Georgia
$155K +$159K +2,747 New
NMG
1072
New Millennium Group
Utah
$154K +$101K +1,740 +174%
CH
1073
Cromwell Holdings
Wyoming
$153K -$21.1K -364 -12%
PIM
1074
Plato Investment Management
Australia
$153K – – –
TCM
1075
Triumph Capital Management
Colorado
$152K +$156K +2,694 New
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