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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1226
Synergy Investment Management
Florida
$6.1K +$55 +1 +1%
PPA
1227
Painted Porch Advisors
California
$6.09K +$5.81K +105 New
BWAM
1228
Boyd Watterson Asset Management
Ohio
$5.97K – – –
LWANC
1229
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.8K – – –
SWC
1230
Spectrum Wealth Counsel
Indiana
$5.8K – – –
PSFG
1231
Park Square Financial Group
Georgia
$5.68K +$5.42K +98 New
HHGA
1232
Halbert Hargrove Global Advisors
California
$4.93K +$4.71K +85 New
CA
1233
Crewe Advisors
Utah
$4.85K +$3.54K +64 +320%
CWM
1234
Centricity Wealth Management
Ohio
$4.7K – – –
S
1235
Sachetta
Massachusetts
$4.29K +$1.16K +21 +40%
AF
1236
Abound Financial
California
$4.29K +$4.1K +74 New
CPG
1237
Cornerstone Planning Group
New Jersey
$4.18K +$2.77K +50 +227%
HFS
1238
Hughes Financial Services
Virginia
$4K +$3.88K +70 New
FMP
1239
Financial Management Professionals
Texas
$3.98K +$941 +17 +33%
MWM
1240
Mascoma Wealth Management
New Hampshire
$3.89K – – –
SFCL
1241
Strengthening Families & Communities LLC
Massachusetts
$3.8K – – –
CTB
1242
Country Trust Bank
Illinois
$3.6K – – –
DAM
1243
Delta Asset Management
Tennessee
$3.48K – – –
Q1WB
1244
Quest 10 Wealth Builders
Virginia
$3.48K +$332 +6 +11%
WA
1245
WPG Advisers
Maryland
$3.37K -$1.83K -33 -36%
RWM
1246
Raffa Wealth Management
District of Columbia
$3.31K – – –
PWA
1247
Principia Wealth Advisory
Texas
$3.24K +$2.05K +37 +161%
CWP
1248
Clark Wealth Partners
Illinois
$3.22K +$221 +4 +8%
RF
1249
Robinswood Financial
Washington
$2.98K +$55 +1 +2%
TFM
1250
TFC Financial Management
Massachusetts
$2.97K -$332 -6 -11%
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