We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1076
WBH Advisory
Maryland
$236K +$4.68K +75 +2%
PMSA
1077
Patrick M. Sweeney & Associates
Illinois
$236K +$249 +4 +0.1%
WFI
1078
West Family Investments
California
$236K +$4.61K +74 +2%
AA
1079
Advisory Alpha
Michigan
$235K -$61.9K -993 -21%
PWP
1080
Phillips Wealth Planners
Mississippi
$235K -$14K -225 -6%
PDL
1081
Portfolio Design Labs
California
$234K +$125 +2 +0.1%
CAG
1082
Crestwood Advisors Group
Massachusetts
$234K -$12.3K -197 -5%
RMP
1083
Richards, Merrill & Peterson
Washington
$234K -$20.8K -333 -8%
EWP
1084
Evergreen Wealth Partners
Montana
$234K -$17.1K -274 -7%
TPI
1085
Trust Point Inc
Wisconsin
$232K -$6.05K -97 -3%
DIM
1086
Delta Investment Management
California
$232K -$91.5K -1,467 -28%
HFS
1087
Howard Financial Services
Texas
$231K +$232K +3,727 New
CMAI
1088
Capital Management Associates Inc
Minnesota
$230K +$374 +6 +0.2%
EW
1089
Elyxium Wealth
California
$228K +$229K +3,680 New
CWS
1090
Cypress Wealth Services
California
$228K +$229K +3,679 New
EWM
1091
Elmwood Wealth Management
California
$228K +$229K +3,675 New
AGP
1092
Aspire Growth Partners
Florida
$227K -$30.7K -492 -12%
DT
1093
Diversified Trust
Tennessee
$227K +$228K +3,663 New
DE
1094
Defiance ETFs
New York
$226K +$228K +3,661 New
SC
1095
Syon Capital
California
$226K +$4.12K +66 +2%
NAS
1096
NWF Advisory Services
California
$225K +$227K +3,639 New
HBT
1097
Heartland Bank & Trust
Illinois
$225K -$3.12K -50 -1%
AC
1098
Apella Capital
Connecticut
$224K +$218K +3,504 New
SWA
1099
SFMG Wealth Advisors
Texas
$224K -$28.5K -457 -11%
MLIC
1100
Mandatum Life Insurance Company
Finland
$223K – – –
42 43
44
45 46