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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1151
IBEX Wealth Advisors
New Jersey
$3.52K -$2.41M -45,038 -100%
CP
1152
Camelot Portfolios
Ohio
$3.43K +$3.47K +65 New
DAM
1153
Delta Asset Management
Tennessee
$3.17K – – –
TFM
1154
TFC Financial Management
Massachusetts
$3.02K +$587 +11 +24%
RWM
1155
Raffa Wealth Management
District of Columbia
$3.01K – – –
FMP
1156
Financial Management Professionals
Texas
$3K +$1.33K +25 +76%
DF
1157
Dunhill Financial
United Kingdom
$2.79K +$53 +1 +2%
KA
1158
Kozak & Associates
Colorado
$2.71K – – –
TCM
1159
Tradewinds Capital Management
Washington
$2.48K – – –
EBA
1160
Eagle Bay Advisors
New York
$2.32K – – –
PCMC
1161
Planning Capital Management Corporation
Pennsylvania
$2.14K -$1.82K -34 -46%
CWM
1162
CarsonAllaria Wealth Management
Illinois
$1.97K +$53 +1 +3%
LFA
1163
LGT Financial Advisors
Texas
$1.22K -$30.8K -576 -96%
PCFFS
1164
Pacific Center for Financial Services
California
$1.22K +$1.23K +23 New
CJ
1165
Caitlin John
Michigan
$1.21K +$53 +1 +5%
IHWM
1166
Iron Horse Wealth Management
Iowa
$1.06K – – –
FG
1167
Fairman Group
Pennsylvania
$1K – – –
SWM
1168
Sanctuary Wealth Management
Idaho
$1K – – –
CMP
1169
Coston McIsaac & Partners
Maine
$1K +$1.39K +26 New
DFA
1170
DHJJ Financial Advisors
Illinois
$951 – – –
CPG
1171
Cornerstone Planning Group
New Jersey
$947 +$267 +5 +45%
IC
1172
Innealta Capital
Texas
$687 +$694 +13 New
CAM
1173
Clarity Asset Management
Iowa
$667 +$53 +1 +8%
MA
1174
MCF Advisors
Kentucky
$634 – – –
LWANC
1175
Laurel Wealth Advisors (North Carolina)
North Carolina
$529 -$1.28K -24 -71%
45 46
47
48 49