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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1101
Old Point Trust & Financial Services N A
Virginia
$13.2K – – –
EWM
1102
Evermay Wealth Management
Virginia
$12.6K – – –
CFS
1103
CGC Financial Services
Oregon
$12.5K – – –
FCAS
1104
First Command Advisory Services
Texas
$12.4K +$12.4K +233 +11,650%
WTA
1105
Washington Trust Advisors
Massachusetts
$12.3K +$12.4K +233 New
FHA
1106
First Horizon Advisors
Tennessee
$12.1K -$91.6K -1,716 -88%
HGA
1107
Hobbs Group Advisors
South Carolina
$12K +$12.2K +228 New
CCMI
1108
Creative Capital Management Investments
California
$11.9K – – –
SP
1109
SWS Partners
Ohio
$11.7K +$11.8K +221 New
SIS
1110
Strategic Investment Solutions
Illinois
$11.5K +$10.7K +200 New
S
1111
Sachetta
Massachusetts
$10.6K +$6.73K +126 +225%
HWM
1112
HighMark Wealth Management
Minnesota
$10.6K +$7.9K +148 +260%
HC
1113
Hoese & Co
Minnesota
$10.6K – – –
MSWM
1114
Mowery & Schoenfeld Wealth Management
Illinois
$10.6K – – –
CAL
1115
Capital Advisors Ltd
Ohio
$10K +$5.34K +100 +123%
BFS
1116
Bare Financial Services
Pennsylvania
$9.94K – – –
AWM
1117
Ameliora Wealth Management
Switzerland
$9.93K – – –
DJSG
1118
D.J. St. Germain
Massachusetts
$9.77K -$9.99K -187 -50%
HWP
1119
Highline Wealth Partners
California
$9.32K +$3.2K +60 +52%
CFO
1120
CVA Family Office
Colorado
$9.24K +$481 +9 +5%
OC
1121
Oakworth Capital
Alabama
$9.14K +$9.24K +173 New
FWA
1122
FSC Wealth Advisors
New York
$8.81K +$53 +1 +0.6%
IFAM
1123
Institutional & Family Asset Management
Colorado
$8.71K +$3.47K +65 +65%
SN
1124
Sittner & Nelson
Oregon
$8.61K – – –
KWAG
1125
Kiely Wealth Advisory Group
North Carolina
$8.6K – – –
43 44
45
46 47