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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
1201
Legacy Wealth Management (Idaho)
Idaho
$11.5K – – –
MSWM
1202
Mowery & Schoenfeld Wealth Management
Illinois
$11.5K – – –
SIS
1203
Strategic Investment Solutions
Illinois
$11.5K – – –
BFS
1204
Bare Financial Services
Pennsylvania
$11.5K +$1.07K +19 +10%
LIS
1205
Legacy Investment Solutions
Idaho
$11.5K +$11.3K +200 New
RBC
1206
Roble Belko & Company
Pennsylvania
$11K -$961 -17 -8%
NWM
1207
Navigoe Wealth Management
California
$11K – – –
RFG
1208
REAP Financial Group
Texas
$10.9K – – –
HHMI
1209
Howard Hughes Medical Institute
Maryland
$10.9K +$10.7K +189 New
AWM
1210
Ameliora Wealth Management
Switzerland
$10.8K – – –
CA
1211
Crewe Advisors
Utah
$10.7K +$5.77K +102 +121%
GWSG
1212
GPS Wealth Strategies Group
Colorado
$10.6K – – –
SN
1213
Sittner & Nelson
Oregon
$10.5K – – –
DWM
1214
Dogwood Wealth Management
Kansas
$10.2K +$9.56K +169 +1,878%
VWM
1215
Vermillion Wealth Management
Minnesota
$10.2K – – –
IA
1216
IFS Advisors
Kansas
$9.16K – – –
NC
1217
North Capital
Utah
$8.87K – – –
NECFA
1218
New England Capital Financial Advisors
Connecticut
$8.41K +$8.26K +146 New
CFS
1219
Compass Financial Services
Iowa
$8.06K – – –
RTL
1220
Red Tortoise LLC
Georgia
$7.95K – – –
MFT
1221
Moisand Fitzgerald Tamayo
Florida
$7.83K – – –
PP
1222
PFS Partners
New Jersey
$7.78K +$7.63K +135 New
MSWA
1223
Marshall & Sterling Wealth Advisors
New York
$7.55K -$1.02K -18 -12%
AWM
1224
Abound Wealth Management
Tennessee
$7.38K -$509 -9 -7%
IHWM
1225
Iron Horse Wealth Management
Iowa
$7.37K – – –
47 48
49
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