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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1226
Abundance Wealth Counselors
Pennsylvania
– -$462K -8,533 Closed
JFG
1227
Jefferies Financial Group
New York
– -$440K -8,136 Closed
FA
1228
Financial Alternatives
California
– -$425K -7,851 Closed
SCM
1229
Stevens Capital Management
Pennsylvania
– -$422K -7,804 Closed
VIM
1230
VELA Investment Management
Ohio
– -$381K -7,037 Closed
CFM
1231
Catalyst Funds Management
Australia
– -$373K -6,900 Closed
HS
1232
Hazelview Securities
Ontario, Canada
– -$369K -6,900 Closed
BAG
1233
Bridgewealth Advisory Group
California
– -$314K -5,811 Closed
KA
1234
Kintegral Advisory
New York
– -$315K -5,791 Closed
FCA
1235
Fortis Capital Advisors
Kansas
– -$298K -5,500 Closed
MGP
1236
M&G plc
United Kingdom
– -$286K -5,295 Closed
TW
1237
Trajan Wealth
Arizona
– -$281K -5,203 Closed
TBC
1238
Ted Buchan & Co
California
– -$277K -5,117 Closed
AL
1239
Aspiriant LLC
California
– -$267K -4,927 Closed
JIC
1240
Johnson Investment Counsel
Ohio
– -$266K -4,919 Closed
BTWM
1241
Baker Tilly Wealth Management
Wisconsin
– -$263K -4,853 Closed
ONB
1242
Old National Bancorp
Indiana
– -$261K -4,826 Closed
OFS
1243
OneAscent Financial Services
Alabama
– -$249K -4,602 Closed
CC
1244
Corton Capital
Ontario, Canada
– -$248K -4,576 Closed
HKIMG
1245
Hutchens & Kramer Investment Management Group
Indiana
– -$243K -4,548 Closed
PF
1246
Phoenix Financial
Israel
– -$244K -4,529 Closed
CCI
1247
Credit Capital Investments
New Jersey
– -$243K -4,500 Closed
MA
1248
MBA Advisors
Pennsylvania
– -$227K -4,204 Closed
H
1249
HoyleCohen
California
– -$225K -4,156 Closed
TFA
1250
Teamwork Financial Advisors
Texas
– -$225K -4,155 Closed
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50
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