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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1226
Delta Asset Management
Tennessee
$3.21K – – –
IHWM
1227
Iron Horse Wealth Management
Iowa
$3.21K +$1.17K +20 +50%
TFM
1228
TFC Financial Management
Massachusetts
$3.05K -$932 -16 -22%
RWM
1229
Raffa Wealth Management
District of Columbia
$3.04K – – –
SWM
1230
Sanctuary Wealth Management
Idaho
$2.94K +$2.1K +36 +189%
Q1WB
1231
Quest 10 Wealth Builders
Virginia
$2.88K +$3.15K +54 New
PFPT
1232
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.85K – – –
S
1233
Sachetta
Massachusetts
$2.83K -$8.27K -142 -73%
FMP
1234
Financial Management Professionals
Texas
$2.76K +$699 +12 +30%
CWP
1235
Clark Wealth Partners
Illinois
$2.74K +$2.97K +51 New
RF
1236
Robinswood Financial
Washington
$2.71K – – –
FPF
1237
First Pacific Financial
Washington
$2.67K -$15.1K -260 -84%
TCM
1238
Tradewinds Capital Management
Washington
$2.51K – – –
CWM
1239
CarsonAllaria Wealth Management
Illinois
$2.05K +$58 +1 +3%
MHIP
1240
Mountain Hill Investment Partners
New Jersey
$2K +$2.15K +37 New
NC
1241
NewSquare Capital
Pennsylvania
$1.92K +$2.1K +36 New
SFM
1242
Systematic Financial Management
New Jersey
$1.63K – – –
OC
1243
Oarsman Capital
Wisconsin
$1.6K -$23.1K -396 -93%
EBA
1244
Eagle Bay Advisors
New York
$1.5K -$932 -16 -36%
CSWM
1245
Cassady Schiller Wealth Management
Ohio
$1.44K +$1.57K +27 New
VWA
1246
Valued Wealth Advisors
Utah
$1.34K -$175 -3 -11%
WCM
1247
WealthTrak Capital Management
Virginia
$1.34K +$1.46K +25 New
CJ
1248
Caitlin John
Michigan
$1.25K – – –
CPG
1249
Cornerstone Planning Group
New Jersey
$1.23K -$116 -2 -8%
PCFFS
1250
Pacific Center for Financial Services
California
$1.23K – – –
48 49
50
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