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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1151
Empirical Asset Management
Massachusetts
$52.4K -$58 -1 -0%
VR
1152
Vision Retirement
New Jersey
$52.4K +$53.8K +929 New
BWL
1153
Bogart Wealth LLC
Virginia
$52.1K – – –
ME
1154
McIlrath & Eck
Washington
$51.4K -$9.15K -158 -15%
IBOK
1155
Independence Bank of Kentucky
Kentucky
$50.1K +$2.2K +38 +4%
PWMG
1156
Prestige Wealth Management Group
New Jersey
$49.9K -$727K -12,562 -93%
BWA
1157
Basecamp Wealth Advisors
Washington
$49.8K +$51.2K +884 New
RAM
1158
Reflection Asset Management
South Carolina
$49.5K +$50.8K +878 New
FHC
1159
First Horizon Corporation
Tennessee
$48.8K +$32.7K +565 +188%
SC
1160
SouthState Corp
Florida
$47.5K -$811 -14 -2%
RF
1161
Rossby Financial
Florida
$46.2K +$3.71K +64 +8%
GAFA
1162
Garton & Associates Financial Advisors
Kentucky
$45.5K +$46.7K +807 New
PMFA
1163
Plante Moran Financial Advisors
Michigan
$45.1K – – –
SCM
1164
Silvant Capital Management
Georgia
$44.9K – – –
MTIC
1165
Missouri Trust & Investment Company
Missouri
$44.7K – – –
WT
1166
Whittier Trust
California
$43.8K – – –
PWMG
1167
Private Wealth Management Group
New Jersey
$43.4K +$4.52K +78 +11%
FDW
1168
Fourth Dimension Wealth
Ohio
$43.2K +$7.24K +125 +20%
PWA
1169
Physician Wealth Advisors
Utah
$43.1K -$10.1K -175 -19%
MCM
1170
Manchester Capital Management
Vermont
$43K -$40.6K -701 -48%
MPW
1171
MASECO Private Wealth
$42.9K +$44K +760 New
WIM
1172
Westside Investment Management
California
$42.2K -$191K -3,299 -82%
1IA
1173
1620 Investment Advisors
Massachusetts
$40.6K – – –
LWCFA
1174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40.6K – – –
MCM
1175
MV Capital Management
Maryland
$40K +$58 +1 +0.1%
45 46
47
48 49