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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1101
Plante Moran Financial Advisors
Michigan
$41.1K – – –
DJSG
1102
D.J. St. Germain
Massachusetts
$40.2K +$33K +567 +306%
LIA
1103
Luken Investment Analytics
Tennessee
$40.1K +$43.7K +750 New
DMBA
1104
Deseret Mutual Benefit Administrators
Utah
$39.5K – – –
1IA
1105
1620 Investment Advisors
Massachusetts
$38.5K -$990 -17 -2%
OCM
1106
Orion Capital Management
California
$37.4K +$40.8K +700 New
LWCFA
1107
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.3K – – –
BTD
1108
BankPlus Trust Department
Mississippi
$36.5K +$39.8K +684 New
1L
1109
10Elms LLP
Oklahoma
$35.6K +$38.8K +667 New
HRC
1110
Hoertkorn Richard Charles
$35.6K – – –
EAM
1111
Empirical Asset Management
Massachusetts
$35.2K +$10.1K +173 +2%
FDW
1112
Fourth Dimension Wealth
Ohio
$34.2K +$37.3K +641 New
MEG
1113
Millstone Evans Group
Colorado
$34.1K +$37.2K +638 New
HNB
1114
Hilltop National Bank
Wyoming
$33.7K – – –
RTC
1115
Riverview Trust Company
Washington
$33.6K -$1.11K -19 -3%
CCMW
1116
Cypress Capital Management (Wyoming)
Wyoming
$32.5K -$35.5K -609 -50%
SO
1117
Sierra Ocean
California
$32.5K +$35.4K +608 New
ST
1118
Smithfield Trust
Pennsylvania
$32K – – –
PWA
1119
Physician Wealth Advisors
Utah
$31.9K +$34.8K +597 New
BGAI
1120
Bruce G. Allen Investments
Colorado
$31.2K -$699 -12 -2%
MCM
1121
MV Capital Management
Maryland
$29.5K -$8.27K -142 -20%
HFS
1122
Hopwood Financial Services
Virginia
$29.4K +$32K +550 New
MSWM
1123
Mowery & Schoenfeld Wealth Management
Illinois
$29.3K +$20.3K +349 +175%
MLA
1124
MB, Levis & Associates
Pennsylvania
$29.3K +$3.84K +66 +14%
HI
1125
Hoey Investments
Pennsylvania
$29.1K – – –
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