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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
ZAM
1126
Zevin Asset Management
Massachusetts
– -$214K -3,130 Closed
FIB
1127
First Interstate Bank
Montana
– -$213K -3,123 Closed
RB
1128
Renasant Bank
Mississippi
– -$213K -3,120 Closed
COCM
1129
Charter Oak Capital Management
New Hampshire
– -$211K -3,087 Closed
NWM
1130
Northwest Wealth Management
Iowa
– -$210K -3,078 Closed
HKIMG
1131
Hutchens & Kramer Investment Management Group
Indiana
– -$216K -3,076 Closed
CWM
1132
Cornerstone Wealth Management
Missouri
– -$209K -3,056 Closed
TNB
1133
Thomasville National Bank
Georgia
– -$209K -3,055 Closed
RI
1134
Ridgewood Investments
New Jersey
– -$208K -3,048 Closed
ATIA
1135
American Trust Investment Advisors
New Hampshire
– -$208K -3,045 Closed
BCCM
1136
Bridge Creek Capital Management
Massachusetts
– -$205K -3,000 Closed
CF
1137
Cantor Fitzgerald
New York
– -$205K -3,000 Closed
TA
1138
TrueWealth Advisors
Alabama
– -$205K -3,000 Closed
KWS
1139
Keystone Wealth Services
California
– -$204K -2,982 Closed
LW
1140
Linscomb Wealth
Texas
– -$202K -2,954 Closed
WMS
1141
Wealth Management Solutions
Pennsylvania
– -$200K -2,933 Closed
FWA
1142
FSM Wealth Advisors
Ohio
– -$211K -2,875 Closed
WTA
1143
Washington Trust Advisors
Massachusetts
– -$149K -2,187 Closed
AIP
1144
Ahrens Investment Partners
Louisiana
– -$140K -2,050 Closed
ST
1145
Sageworth Trust
Pennsylvania
– -$137K -2,004 Closed
CWM
1146
Curi Wealth Management
North Carolina
– -$109K -1,604 Closed
GLLW
1147
Graves Light Lenhart Wealth
Virginia
– -$102K -1,498 Closed
CWP
1148
Concord Wealth Partners
Virginia
– -$89K -1,300 Closed
AW
1149
ACG Wealth
Georgia
– -$87K -1,274 Closed
CA
1150
CoreCap Advisors
Michigan
– -$82K -1,198 Closed
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