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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1151
AmeriFlex Group
Nevada
$196K +$49.1K +788 +33%
CSB
1152
City State Bank
Iowa
$189K – – –
TFA
1153
Toth Financial Advisory
Virginia
$189K -$3.24K -52 -2%
VEA
1154
Virtus ETF Advisers
New York
$184K +$20.3K +326 +12%
HPWM
1155
High Point Wealth Management
New Jersey
$181K +$374 +6 +0.2%
CH
1156
Cromwell Holdings
Wyoming
$179K +$8.54K +137 +5%
CT
1157
Coastline Trust
Rhode Island
$171K – – –
T
1158
Tidemark
California
$168K +$187 +3 +0.1%
PFBT
1159
Parkside Financial Bank & Trust
Missouri
$167K +$9.48K +152 +6%
TCM
1160
Triumph Capital Management
Colorado
$165K +$18.4K +295 +12%
BF
1161
BOK Financial
Oklahoma
$162K -$89.2K -1,431 -35%
BIAS
1162
Beacon Investment Advisory Services
New Jersey
$162K – – –
MA
1163
Montag & Associates
Georgia
$160K – – –
VCM
1164
Versant Capital Management
Arizona
$158K +$88.1K +1,413 +123%
OL
1165
OneFund LLC
Florida
$157K +$436 +7 +0.3%
CLOS
1166
Compagnie Lombard Odier SCmA
Switzerland
$151K +$125K +2,000 +465%
M
1167
MOTCO
Texas
$150K -$4.05K -65 -3%
AA
1168
Ancora Advisors
Ohio
$150K -$26.3K -422 -15%
CMBA
1169
C.M. Bidwell & Associates
Hawaii
$147K -$5.67K -91 -4%
SWP
1170
Strategic Wealth Partners
Ohio
$143K -$8.79K -141 -6%
CFM
1171
Cornerstone Financial Management
Massachusetts
$139K +$6.36K +102 +5%
DPIM
1172
Duff & Phelps Investment Management
Illinois
$137K +$138K +2,210 New
GCP
1173
Gill Capital Partners
Colorado
$136K – – –
PWM
1174
Peterson Wealth Management
Nevada
$136K – – –
WWM
1175
Wolff Wiese Magana
California
$135K +$38.1K +611 +39%
45 46
47
48 49