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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1076
Portfolio Design Labs
California
$234K +$125 +2 +0.1%
CAG
1077
Crestwood Advisors Group
Massachusetts
$234K -$12.3K -197 -5%
RMP
1078
Richards, Merrill & Peterson
Washington
$234K -$20.8K -333 -8%
EWP
1079
Evergreen Wealth Partners
Montana
$234K -$17.1K -274 -7%
TPI
1080
Trust Point Inc
Wisconsin
$232K -$6.05K -97 -3%
DIM
1081
Delta Investment Management
California
$232K -$91.5K -1,467 -28%
HFS
1082
Howard Financial Services
Texas
$231K +$232K +3,727 New
CMAI
1083
Capital Management Associates Inc
Minnesota
$230K +$374 +6 +0.2%
EW
1084
Elyxium Wealth
California
$228K +$229K +3,680 New
CWS
1085
Cypress Wealth Services
California
$228K +$229K +3,679 New
EWM
1086
Elmwood Wealth Management
California
$228K +$229K +3,675 New
AGP
1087
Aspire Growth Partners
Florida
$227K -$30.7K -492 -12%
DT
1088
Diversified Trust
Tennessee
$227K +$228K +3,663 New
DE
1089
Defiance ETFs
New York
$226K +$228K +3,661 New
SC
1090
Syon Capital
California
$226K +$4.12K +66 +2%
NAS
1091
NWF Advisory Services
California
$225K +$227K +3,639 New
HBT
1092
Heartland Bank & Trust
Illinois
$225K -$3.12K -50 -1%
AC
1093
Apella Capital
Connecticut
$224K +$218K +3,504 New
SWA
1094
SFMG Wealth Advisors
Texas
$224K -$28.5K -457 -11%
MLIC
1095
Mandatum Life Insurance Company
Finland
$223K
IA
1096
Invested Advisors
Pennsylvania
$223K -$1.62K -26 -0.7%
CIS
1097
Connors Investor Services
Pennsylvania
$223K
Fisher Asset Management
1098
Fisher Asset Management
Washington
$223K -$223K -3,571 -50%
TF
1099
Trek Financial
Arizona
$223K +$5.92K +95 +3%
SHGA
1100
Sand Hill Global Advisors
California
$222K