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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1151
Aspire Private Capital
North Carolina
$19.4K +$179 +3 +1%
PCWA
1152
Pacific Capital Wealth Advisors
California
$18.3K -$298 -5 -2%
RWPA
1153
Richard W. Paul & Associates
Michigan
$18.2K +$357 +6 +2%
BC
1154
Barrett & Company
Rhode Island
$18K – – –
HWM
1155
Hemington Wealth Management
Virginia
$18K +$18.6K +313 New
RWM
1156
Reston Wealth Management
Virginia
$17.7K +$16.7K +280 New
PCMC
1157
Planning Capital Management Corporation
Pennsylvania
$17.4K +$13.9K +234 +585%
SWA
1158
SOA Wealth Advisors
New York
$17.4K – – –
SSB
1159
Sandy Spring Bank
Maryland
$17K -$1.73K -29 -10%
NAAA
1160
New Age Alpha Advisors
New York
$16.2K +$15.2K +255 New
SL
1161
Salomon & Ludwin
Virginia
$16.1K – – –
CIR
1162
Clear Investment Research
Georgia
$16.1K – – –
OP
1163
ORG Partners
Indiana
$15.5K -$11.9K -200 -46%
EWM
1164
Evermay Wealth Management
Virginia
$15.1K – – –
CFS
1165
CGC Financial Services
Oregon
$15K – – –
WTA
1166
Washington Trust Advisors
Massachusetts
$14.8K – – –
CFO
1167
CVA Family Office
Colorado
$13.9K +$2.62K +44 +25%
SC
1168
SouthState Corp
Florida
$13.6K +$12.8K +215 New
DIP
1169
DT Investment Partners
Pennsylvania
$13.1K +$12.3K +207 New
AA
1170
AlphaMark Advisors
Kentucky
$13K +$11.9K +200 New
HC
1171
Hoese & Co
Minnesota
$12.7K – – –
MSWM
1172
Mowery & Schoenfeld Wealth Management
Illinois
$12.7K – – –
SIS
1173
Strategic Investment Solutions
Illinois
$12.7K – – –
HWP
1174
Highline Wealth Partners
California
$12.6K +$1.37K +23 +13%
S
1175
Sachetta
Massachusetts
$12.4K +$774 +13 +7%
45 46
47
48 49