O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1201
Tortoise Investment Management
New York
$28.1K +$1.17K +20 +5%
ST
1202
Smithfield Trust
Pennsylvania
$27K -$7.28K -125 -22%
SC
1203
Stance Capital
Massachusetts
$26.8K +$25.7K +441 New
CLOS
1204
Compagnie Lombard Odier SCmA
Switzerland
$26.1K – – –
FNWA
1205
Financial Network Wealth Advisors
Utah
$25K – – –
DWS
1206
Dynamic Wealth Strategies
California
$24.4K +$233 +4 +1%
CB
1207
Community Bank
New York
$24.3K – – –
IAG
1208
Innovative Advisory Group
Massachusetts
$24.3K – – –
PSB
1209
Piscataqua Savings Bank
New Hampshire
$24.3K – – –
Q1WB
1210
Quest 10 Wealth Builders
Virginia
$24K -$58 -1 -0.3%
TCM
1211
TruNorth Capital Management
Michigan
$23.8K – – –
AFG
1212
Albion Financial Group
Utah
$23.6K +$291 +5 +1%
MAM
1213
Meeder Asset Management
Ohio
$23.5K -$21.3K -366 -49%
TFA
1214
Transamerica Financial Advisors
Florida
$23.3K +$22.3K +383 New
VNA
1215
Valley National Advisers
Pennsylvania
$23K +$175 +3 +0.8%
SGK
1216
Steigerwald Gordon & Koch
Virginia
$22.5K +$21.6K +370 New
APW
1217
Aventura Private Wealth
Florida
$22.2K -$6.64K -114 -24%
MMG
1218
Monetary Management Group
Missouri
$21.9K – – –
RWPA
1219
Richard W. Paul & Associates
Michigan
$19.9K -$58 -1 -0.3%
SWA
1220
SOA Wealth Advisors
New York
$19.5K +$2.74K +47 +17%
CIR
1221
Clear Investment Research
Georgia
$19.2K +$3.61K +62 +25%
BC
1222
Barrett & Company
Rhode Island
$18.4K – – –
FHC
1223
First Horizon Corporation
Tennessee
$18.2K +$17.5K +300 New
BFS
1224
Bare Financial Services
Pennsylvania
$18.1K +$5.65K +97 +49%
JGIA
1225
Jackson Grant Investment Advisers
Connecticut
$18K +$58 +1 +0.3%
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