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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
1101
Bruce G. Allen Investments
Colorado
$37.8K – – –
CFFP
1102
Center for Financial Planning
Michigan
$36.8K – – –
PWMG
1103
Private Wealth Management Group
New Jersey
$35.2K – – –
CA
1104
Continuum Advisory
Idaho
$35.2K +$893 +15 +2%
IBOK
1105
Independence Bank of Kentucky
Kentucky
$34.9K +$25.3K +425 +340%
QL
1106
Quarry LP
New York
$34.6K -$138K -2,311 -81%
FNWA
1107
Financial Network Wealth Advisors
Utah
$33.7K -$19.3K -324 -38%
CCMI
1108
Creative Capital Management Investments
California
$33.3K +$17.9K +300 +133%
GKIM
1109
GW&K Investment Management
Massachusetts
$33K +$3.87K +65 +14%
BIA
1110
Bell Investment Advisors
California
$32.3K -$1.73K -29 -5%
KFI
1111
Key Financial Inc
Pennsylvania
$32.3K +$536 +9 +2%
IRAG
1112
Investment Research & Advisory Group
Georgia
$31.7K – – –
MHR
1113
Matthew Hamilton Rosenberg
$31.1K +$12.6K +211 +75%
MLA
1114
MB, Levis & Associates
Pennsylvania
$30.6K +$179 +3 +0.6%
MFC
1115
Mechanics Financial Corp
Ohio
$30.4K +$28.6K +480 New
MSFP
1116
Mark Sheptoff Financial Planning
Connecticut
$30.4K – – –
SFCL
1117
Strengthening Families & Communities LLC
Massachusetts
$30.2K -$3.09K -52 -10%
AIC
1118
Archer Investment Corporation
Indiana
$29.8K +$298 +5 +1%
MAM
1119
Meeder Asset Management
Ohio
$29.4K +$1.19K +20 +5%
EAM
1120
Empirical Asset Management
Massachusetts
$29.1K +$600K +10,087 New
HI
1121
Hoey Investments
Pennsylvania
$28.7K – – –
RA
1122
Rise Advisors
New York
$27.4K +$357 +6 +1%
CHA
1123
Carmichael Hill & Associates
Maryland
$27.1K – – –
ANBT
1124
American National Bank & Trust
Texas
$27.1K – – –
OC
1125
Oarsman Capital
Wisconsin
$27K +$25.4K +426 New
43 44
45
46 47