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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
LS
1101
Livforsakringsbolaget Skandia
Sweden
$57K -$83K -1,500 -60%
WWM
1102
Wolff Wiese Magana
California
$56.7K +$221 +4 +0.4%
PWA
1103
Physician Wealth Advisors
Utah
$56.6K +$21K +379 +63%
CB
1104
Centennial Bank
Arkansas
$56K – – –
FGA
1105
Fortis Group Advisors
New Jersey
$55.1K – – –
AAP
1106
Arax Advisory Partners
Colorado
$55K -$84.8K -1,532 -62%
BAM
1107
Bellevue Asset Management
Washington
$54.2K +$55 +1 +0.1%
NRG
1108
Nemes Rush Group
Michigan
$52.3K +$1.38K +25 +3%
WAG
1109
Wiser Advisor Group
Arizona
$52K +$664 +12 +1%
WF
1110
Wayfinding Financial
Washington
$52K +$50.5K +913 New
Loomis, Sayles & Company
1111
Loomis, Sayles & Company
Massachusetts
$51K -$27.1K -489 -36%
DMBA
1112
Deseret Mutual Benefit Administrators
Utah
$50.2K +$6.97K +126 +17%
IBOK
1113
Independence Bank of Kentucky
Kentucky
$49.3K – – –
BWL
1114
Bogart Wealth LLC
Virginia
$46.7K -$110K -1,990 -71%
UCB
1115
United Community Bank
South Carolina
$46.4K – – –
PMFA
1116
Plante Moran Financial Advisors
Michigan
$46.4K +$1.72K +31 +4%
SCM
1117
Silvant Capital Management
Georgia
$46.2K – – –
OAJ
1118
Ogorek Anthony Joseph
New York
$46K +$44.3K +800 New
CFO
1119
CVA Family Office
Colorado
$45.7K +$15.1K +272 +53%
DWS
1120
Dynamic Wealth Strategies
California
$45.6K +$43.5K +786 New
WT
1121
Whittier Trust
California
$44.2K -$169K -3,054 -80%
1IA
1122
1620 Investment Advisors
Massachusetts
$41.8K – – –
OCM
1123
Orion Capital Management
California
$40.6K – – –
BTD
1124
BankPlus Trust Department
Mississippi
$39.7K – – –
PWMG
1125
Private Wealth Management Group
New Jersey
$39.1K +$8.3K +150 +29%