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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CH
1151
Cromwell Holdings
Wyoming
$179K +$8.54K +137 +5%
CT
1152
Coastline Trust
Rhode Island
$171K – – –
T
1153
Tidemark
California
$168K +$187 +3 +0.1%
TCM
1154
Triumph Capital Management
Colorado
$165K +$18.4K +295 +12%
BF
1155
BOK Financial
Oklahoma
$162K -$89.2K -1,431 -35%
BIAS
1156
Beacon Investment Advisory Services
New Jersey
$162K – – –
MA
1157
Montag & Associates
Georgia
$160K – – –
VCM
1158
Versant Capital Management
Arizona
$158K +$88.1K +1,413 +123%
OL
1159
OneFund LLC
Florida
$157K +$436 +7 +0.3%
CLOS
1160
Compagnie Lombard Odier SCmA
Switzerland
$151K +$125K +2,000 +465%
M
1161
MOTCO
Texas
$150K -$4.05K -65 -3%
AA
1162
Ancora Advisors
Ohio
$150K -$26.3K -422 -15%
CMBA
1163
C.M. Bidwell & Associates
Hawaii
$147K -$5.67K -91 -4%
SWP
1164
Strategic Wealth Partners
Ohio
$143K -$8.79K -141 -6%
CFM
1165
Cornerstone Financial Management
Massachusetts
$139K +$6.36K +102 +5%
DPIM
1166
Duff & Phelps Investment Management
Illinois
$137K +$138K +2,210 New
GCP
1167
Gill Capital Partners
Colorado
$136K – – –
PWM
1168
Peterson Wealth Management
Nevada
$136K – – –
WWM
1169
Wolff Wiese Magana
California
$135K +$38.1K +611 +39%
FCAS
1170
First Command Advisory Services
Texas
$134K +$121K +1,933 +875%
CM
1171
Capula Management
Cayman Islands
$134K -$290K -4,647 -68%
MIFH
1172
Migdal Insurance & Financial Holdings
Israel
$131K +$132K +2,122 New
YDMI
1173
Y.D. More Investments
Israel
$130K +$4.61K +74 +4%
FP
1174
Financial Perspectives
Minnesota
$125K – – –
ISWM
1175
Intesa Sanpaolo Wealth Management
$124K – – –
45 46
47
48 49