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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1226
Avidian Wealth Enterprises
Texas
– -$545K -9,487 Closed
MC
1227
Machina Capital
France
– -$531K -9,245 Closed
AWA
1228
Arete Wealth Advisors
Illinois
– -$483K -8,408 Closed
AI
1229
Atom Investors
Texas
– -$433K -7,546 Closed
TCOT
1230
Trust Company of Toledo
Ohio
– -$374K -6,521 Closed
BB
1231
Burford Brothers
Texas
– -$367K -6,394 Closed
PBF
1232
Petix & Botte Financial
California
– -$348K -6,056 Closed
MWM
1233
Meridian Wealth Management
Kentucky
– -$340K -5,918 Closed
CRI
1234
Colonial River Investments
Virginia
– -$318K -5,532 Closed
TCBWMS
1235
Texas Capital Bank Wealth Management Services
Texas
– -$307K -5,348 Closed
TI
1236
Truepoint Inc
Ohio
– -$297K -5,176 Closed
FIA
1237
Foundations Investment Advisors
Arizona
– -$281K -5,094 Closed
BCV
1238
Banque Cantonale Vaudoise
Switzerland
– -$287K -5,000 Closed
ARC
1239
Advisor Resource Council
Texas
– -$270K -4,695 Closed
TWM
1240
TMD Wealth Management
Arizona
– -$269K -4,690 Closed
RWA
1241
Redhawk Wealth Advisors
Minnesota
– -$264K -4,599 Closed
NWM
1242
Napa Wealth Management
California
– -$262K -4,559 Closed
AL
1243
ACAS LLC
California
– -$257K -4,473 Closed
RI
1244
Ridgewood Investments
New Jersey
– -$252K -4,388 Closed
NHT
1245
New Hampshire Trust
New Hampshire
– -$247K -4,303 Closed
SRL
1246
Scientech Research LLC
New Jersey
– -$240K -4,179 Closed
BST
1247
Bath Savings Trust
Maine
– -$237K -4,135 Closed
GP
1248
Girard Partners
Pennsylvania
– -$217K -3,781 Closed
WWP
1249
Walden Wealth Partners
Ohio
– -$217K -3,775 Closed
FCBT
1250
First Citizens Bank & Trust
North Carolina
– -$216K -3,767 Closed
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