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Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMI
1226
Legacy Wealth Management (Idaho)
Idaho
$17.5K +$5.13K +88 +44%
DWM
1227
Dogwood Wealth Management
Kansas
$17.3K +$6.17K +106 +60%
HWP
1228
Highline Wealth Partners
California
$17.1K +$1.28K +22 +8%
HWM
1229
Hemington Wealth Management
Virginia
$17K +$2.21K +38 +15%
JFGIW
1230
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.2K +$10.3K +177 +197%
AWM
1231
Abound Wealth Management
Tennessee
$16.2K +$8.1K +139 +109%
MIM
1232
MTM Investment Management
South Carolina
$15.1K +$175 +3 +1%
EWM
1233
Evermay Wealth Management
Virginia
$14.5K – – –
WTA
1234
Washington Trust Advisors
Massachusetts
$14.2K – – –
EB
1235
Eastern Bank
Massachusetts
$13.7K +$13.1K +225 New
IWP
1236
IAG Wealth Partners
Wisconsin
$13.3K – – –
RBC
1237
Roble Belko & Company
Pennsylvania
$13K +$524 +9 +5%
NWM
1238
Navigoe Wealth Management
California
$13K +$1.46K +25 +13%
DIP
1239
DT Investment Partners
Pennsylvania
$12.6K – – –
RFG
1240
REAP Financial Group
Texas
$12.6K +$1.05K +18 +10%
MSWM
1241
Mowery & Schoenfeld Wealth Management
Illinois
$12.2K – – –
RF
1242
Roxbury Financial
New Jersey
$12.2K – – –
SIS
1243
Strategic Investment Solutions
Illinois
$12.2K – – –
HHMI
1244
Howard Hughes Medical Institute
Maryland
$11.9K +$408 +7 +4%
FGAM
1245
Financial Gravity Asset Management
Texas
$11.5K +$11K +189 New
AWM
1246
Ameliora Wealth Management
Switzerland
$11.4K – – –
GWSG
1247
GPS Wealth Strategies Group
Colorado
$11.2K – – –
SN
1248
Sittner & Nelson
Oregon
$11.1K – – –
VWM
1249
Vermillion Wealth Management
Minnesota
$10.8K – – –
MAM
1250
Marquette Asset Management
Minnesota
$10.7K +$10.3K +176 New
48 49
50
51 52