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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1101
LongView Wealth Management
Georgia
$222K -$833K -13,362 -79%
JE
1102
Jacobs Equity
Utah
$220K +$222K +3,557 New
PMG
1103
ProVise Management Group
Florida
$220K – – –
CWM
1104
Cornerstone Wealth Management
Missouri
$219K -$112K -1,794 -34%
TCM
1105
Traynor Capital Management
Pennsylvania
$219K +$220K +3,531 New
QWP
1106
Quotient Wealth Partners
Texas
$218K -$17.6K -283 -7%
RFS
1107
RM Financial Services
Maine
$217K – – –
GGS
1108
Galvin Gaustad & Stein
Arizona
$217K +$218K +3,504 New
PWMAG
1109
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$217K +3,478 New
TCWM
1110
Total Clarity Wealth Management
Illinois
$215K +$216K +3,471 New
LIP
1111
Lynch Investment Planning
Pennsylvania
$214K -$9.85K -158 -4%
MA
1112
MCF Advisors
Kentucky
$214K +$65K +1,043 +43%
LF
1113
Lantz Financial
Illinois
$214K -$56.8K -911 -21%
DE
1114
Diversified Enterprises
Delaware
$214K -$8.79K -141 -4%
AFC
1115
Ares Financial Consulting
California
$214K +$2.31K +37 +1%
SLG
1116
Silver Lake Group
California
$214K – – –
SPC
1117
Spirepoint Private Client
Florida
$214K -$436 -7 -0.2%
MK
1118
MASTERINVEST Kapitalanlage
$213K – – –
EFM
1119
E Fund Management
China
$212K -$4.36K -70 -2%
TWM
1120
TRB Wealth Management
Texas
$212K +$2.74K +44 +1%
FNT
1121
First Nebraska Trust
Nebraska
$212K +$213K +3,420 New
HPC
1122
HM Payson & Co
Maine
$212K +$1.37K +22 +0.6%
FBB
1123
Fulton Breakefield Broenniman
Maryland
$211K – – –
AGWCA
1124
Annis Gardner Whiting Capital Advisors
Florida
$211K -$2.49K -40 -1%
CLIP
1125
Colter Lewis Investment Partners
Connecticut
$211K +$211K +3,387 New
43 44
45
46 47