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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
Quotient Wealth Partners
1076
Quotient Wealth Partners
Texas
$233K +$238K +3,803 New
WA
1077
WBH Advisory
Maryland
$231K +$234K +3,741 New
PDL
1078
Portfolio Design Labs
California
$231K +$237K +3,782 New
B
1079
Bedminster
South Carolina
$229K – – –
AA
1080
Auxano Advisors
Washington
$229K +$234K +3,735 New
PA
1081
PFG Advisors
Arizona
$228K +$234K +3,731 New
GHA
1082
GW Henssler & Associates
Georgia
$228K +$233K +3,728 New
WFI
1083
West Family Investments
California
$228K +$233K +3,727 New
CMAI
1084
Capital Management Associates Inc
Minnesota
$227K +$232K +3,705 New
BWM
1085
BAM Wealth Management
Colorado
$226K +$232K +3,702 New
MCM
1086
Monument Capital Management
Virginia
$225K +$438 +7 +0.2%
HBT
1087
Heartland Bank & Trust
Illinois
$225K +$7.83K +125 +4%
KP
1088
Keel Point
Alabama
$224K +$229K +3,664 New
IF
1089
IRON Financial
Illinois
$224K +$229K +3,661 New
IA
1090
Invested Advisors
Pennsylvania
$222K -$125 -2 -0.1%
MWM
1091
Mindset Wealth Management
Indiana
$221K -$58K -927 -20%
LIP
1092
Lynch Investment Planning
Pennsylvania
$221K -$23.3K -373 -9%
MLIC
1093
Mandatum Life Insurance Company
Finland
$220K – – –
CIS
1094
Connors Investor Services
Pennsylvania
$220K – – –
DE
1095
Diversified Enterprises
Delaware
$220K +$225K +3,594 New
SHGA
1096
Sand Hill Global Advisors
California
$220K +$225K +3,591 New
SC
1097
Syon Capital
California
$219K -$3.63K -58 -2%
PWPS
1098
Pinnacle Wealth Planning Services
Ohio
$219K -$57.5K -918 -20%
PWS
1099
Pursuit Wealth Strategies
North Carolina
$217K +$222K +3,554 New
PMG
1100
ProVise Management Group
Florida
$217K -$2.69K -43 -1%