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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1076
Auxano Advisors
Washington
$229K +$234K +3,735 New
PA
1077
PFG Advisors
Arizona
$228K +$234K +3,731 New
GHA
1078
GW Henssler & Associates
Georgia
$228K +$233K +3,728 New
WFI
1079
West Family Investments
California
$228K +$233K +3,727 New
CMAI
1080
Capital Management Associates Inc
Minnesota
$227K +$232K +3,705 New
BWM
1081
BAM Wealth Management
Colorado
$226K +$232K +3,702 New
MCM
1082
Monument Capital Management
Virginia
$225K +$438 +7 +0.2%
HBT
1083
Heartland Bank & Trust
Illinois
$225K +$7.83K +125 +4%
KP
1084
Keel Point
Alabama
$224K +$229K +3,664 New
IF
1085
IRON Financial
Illinois
$224K +$229K +3,661 New
IA
1086
Invested Advisors
Pennsylvania
$222K -$125 -2 -0.1%
MWM
1087
Mindset Wealth Management
Indiana
$221K -$58K -927 -20%
LIP
1088
Lynch Investment Planning
Pennsylvania
$221K -$23.3K -373 -9%
MLIC
1089
Mandatum Life Insurance Company
Finland
$220K – – –
CIS
1090
Connors Investor Services
Pennsylvania
$220K – – –
DE
1091
Diversified Enterprises
Delaware
$220K +$225K +3,594 New
SHGA
1092
Sand Hill Global Advisors
California
$220K +$225K +3,591 New
SC
1093
Syon Capital
California
$219K -$3.63K -58 -2%
PWPS
1094
Pinnacle Wealth Planning Services
Ohio
$219K -$57.5K -918 -20%
PWS
1095
Pursuit Wealth Strategies
North Carolina
$217K +$222K +3,554 New
PMG
1096
ProVise Management Group
Florida
$217K -$2.69K -43 -1%
RFS
1097
RM Financial Services
Maine
$215K -$14.1K -226 -6%
SA
1098
SRH Advisors
Kansas
$214K – – –
TF
1099
Trek Financial
Arizona
$214K +$219K +3,499 New
EFM
1100
E Fund Management
China
$214K +$219K +3,496 New
42 43
44
45 46