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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1201
Flagship Wealth Advisors
Massachusetts
$8.01K +$8.74K +150 New
KWAG
1202
Kiely Wealth Advisory Group
North Carolina
$7.72K – – –
AWM
1203
Abound Wealth Management
Tennessee
$7.58K -$11.6K -200 -58%
DF
1204
Dunhill Financial
United Kingdom
$7.55K +$1.92K +33 +31%
MFT
1205
Moisand Fitzgerald Tamayo
Florida
$7.26K – – –
NWWA
1206
New Wave Wealth Advisors
Arkansas
$6.99K +$7.63K +131 New
HNW
1207
High Note Wealth
Minnesota
$6.25K +$6.81K +117 New
CWC
1208
Carolinas Wealth Consulting
North Carolina
$5.98K +$175 +3 +3%
ADL
1209
Asset Dedication LLC
California
$5.88K -$230K -3,944 -97%
HWM
1210
HighMark Wealth Management
Minnesota
$5.76K +$116 +2 +2%
SIM
1211
Synergy Investment Management
Florida
$5.54K +$6.06K +104 New
BWAM
1212
Boyd Watterson Asset Management
Ohio
$5.5K – – –
SWC
1213
Spectrum Wealth Counsel
Indiana
$5.34K – – –
CPL
1214
Capital & Planning LLC
Georgia
$5.34K +$5.82K +100 New
CFG
1215
Chapman Financial Group
Hawaii
$5.34K +$5.82K +100 New
LWANC
1216
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.34K +$5.82K +100 New
PA
1217
Pineridge Advisors
Missouri
$5.34K +$5.82K +100 New
CCM
1218
Chilton Capital Management
Texas
$5.02K +$1.17K +20 +27%
WA
1219
WPG Advisers
Maryland
$4.86K +$5.3K +91 New
CWM
1220
Centricity Wealth Management
Ohio
$4.33K +$4.72K +81 New
SFCL
1221
Strengthening Families & Communities LLC
Massachusetts
$4K -$23.6K -405 -85%
PIS
1222
POM Investment Strategies
North Carolina
$3.9K +$58 +1 +1%
TCM
1223
Tributary Capital Management
Nebraska
$3.69K -$757 -13 -16%
MWM
1224
Mascoma Wealth Management
New Hampshire
$3.58K – – –
CTB
1225
Country Trust Bank
Illinois
$3.31K – – –
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