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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1201
CoreFirst Bank & Trust
Kansas
$66.1K – – –
BWL
1202
Bogart Wealth LLC
Virginia
$63.8K +$7.57K +121 +13%
BAM
1203
Bellevue Asset Management
Washington
$63.8K +$188 +3 +0.3%
JFA
1204
JNBA Financial Advisors
Minnesota
$63.8K – – –
WSFG
1205
Wall Street Financial Group
Illinois
$62.4K +$63.9K +1,020 New
WT
1206
Whittier Trust
California
$61.1K +$14.2K +227 +30%
HFM
1207
Harvest Fund Management
China
$61K +$62.8K +1,003 New
CFO
1208
CVA Family Office
Colorado
$60.2K +$376 +6 +0.6%
AWM
1209
Activest Wealth Management
Florida
$59.3K +$1.56K +25 +3%
CB
1210
Centennial Bank
Arkansas
$59.1K – – –
TFM
1211
TFC Financial Management
Massachusetts
$58.2K +$56.3K +900 +1,765%
WAG
1212
Wiser Advisor Group
Arizona
$57.9K +$751 +12 +1%
VR
1213
Vision Retirement
New Jersey
$57.1K +$250 +4 +0.4%
SFCL
1214
Strengthening Families & Communities LLC
Massachusetts
$57.1K +$58.4K +933 New
ME
1215
McIlrath & Eck
Washington
$55.8K – – –
PF
1216
PlanVest Financial
Maryland
$55K +$56.3K +899 New
C
1217
Covestor
United Kingdom
$55K -$25.5K -407 -31%
CIAM
1218
Caitong International Asset Management
Hong Kong
$54.1K +$55.1K +881 +22,025%
BWA
1219
Basecamp Wealth Advisors
Washington
$54.1K – – –
SL
1220
Salomon & Ludwin
Virginia
$53.3K +$25K +399 +87%
IA
1221
IFG Advisory
Georgia
$53.1K -$1.67M -26,732 -97%
IBOK
1222
Independence Bank of Kentucky
Kentucky
$52K -$2.38K -38 -4%
PMFA
1223
Plante Moran Financial Advisors
Michigan
$51.6K +$2.69K +43 +5%
PWA
1224
Physician Wealth Advisors
Utah
$50.6K +$3.94K +63 +8%
CSPIA
1225
Cary Street Partners Investment Advisory
Virginia
$50.5K -$26.8K -428 -34%
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