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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1126
Lazard Asset Management
New York
$45K -$147K -2,607 -77%
WT
1127
Whittier Trust
California
$43.9K – – –
DJSG
1128
D.J. St. Germain
Massachusetts
$43.6K +$32.3K +572 +309%
RF
1129
Rossby Financial
Florida
$43.5K +$42.7K +755 New
MAM
1130
Meeder Asset Management
Ohio
$43.4K +$25.2K +446 +145%
VWA
1131
VSM Wealth Advisory
Maryland
$43.4K +$42.6K +753 New
FFO
1132
Fortitude Family Office
Arizona
$43.3K -$67K -1,185 -61%
1IA
1133
1620 Investment Advisors
Massachusetts
$41.5K – – –
OCM
1134
Orion Capital Management
California
$40.3K – – –
FWA
1135
Flagship Wealth Advisors
Massachusetts
$39.9K +$30.7K +543 +362%
PWMG
1136
Private Wealth Management Group
New Jersey
$39.9K +$1.02K +18 +3%
BTD
1137
BankPlus Trust Department
Mississippi
$39.4K – – –
QT
1138
Quantbot Technologies
New York
$38.7K -$37K -655 -49%
1L
1139
10Elms LLP
Oklahoma
$38.4K – – –
HRC
1140
Hoertkorn Richard Charles
$38.4K – – –
LWCFA
1141
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.4K – – –
FDW
1142
Fourth Dimension Wealth
Ohio
$36.9K – – –
MEG
1143
Millstone Evans Group
Colorado
$36.8K – – –
HNB
1144
Hilltop National Bank
Wyoming
$36.4K +$35.7K +631 New
CCMW
1145
Cypress Capital Management (Wyoming)
Wyoming
$35.1K – – –
MCM
1146
MV Capital Management
Maryland
$35K +$1.75K +31 +5%
PWA
1147
Physician Wealth Advisors
Utah
$35K -$20.9K -369 -38%
JWA
1148
JFS Wealth Advisors
Pennsylvania
$34.2K -$339 -6 -1%
GKIM
1149
GW&K Investment Management
Massachusetts
$34K +$1.24K +22 +4%
BGAI
1150
Bruce G. Allen Investments
Colorado
$33.6K – – –