We are live on ! Find out more
O icon

Realty Income
O

Name Holding Trade Value Shares
Change 		Change in
Stake
WETS
1226
Wealth Enhancement Trust Services
South Dakota
$16.1K +$16.5K +285 New
JGIA
1227
Jackson Grant Investment Advisers
Connecticut
$15.9K -$811 -14 -5%
KFAS
1228
Keating Financial Advisory Services
Kansas
$15.8K +$16.2K +280 New
HWP
1229
Highline Wealth Partners
California
$15.5K -$405 -7 -2%
RBC
1230
Roble Belko & Company
Pennsylvania
$15K +$3.07K +53 +25%
LA
1231
LM Advisors
California
$14.7K -$717K -12,381 -94%
FCT
1232
First Community Trust
Iowa
$14.3K +$14.7K +254 New
MIM
1233
MTM Investment Management
South Carolina
$14.2K +$174 +3 +1%
SFS
1234
Sunrise Financial Services
Washington
$14.1K +$14.5K +250 New
EWM
1235
Evermay Wealth Management
Virginia
$13.5K – – –
ADL
1236
Asset Dedication LLC
California
$13.5K -$232K -4,007 -94%
KG
1237
Kilter Group
New York
$13.2K +$9.03K +156 +197%
WTA
1238
Washington Trust Advisors
Massachusetts
$13.1K – – –
CPG
1239
Cornerstone Planning Group
New Jersey
$12.5K +$11.7K +202 +4,040%
CA
1240
Crewe Advisors
Utah
$12.4K +$3.01K +52 +31%
IWP
1241
IAG Wealth Partners
Wisconsin
$12.3K – – –
NWM
1242
Navigoe Wealth Management
California
$12K – – –
PPL
1243
Planning Project LLC
Texas
$11.9K +$12.2K +211 New
DIP
1244
DT Investment Partners
Pennsylvania
$11.7K – – –
RFG
1245
REAP Financial Group
Texas
$11.6K – – –
WAG
1246
Wilkerson Advisory Group
Missouri
$11.4K +$11.8K +203 New
MSWM
1247
Mowery & Schoenfeld Wealth Management
Illinois
$11.3K – – –
RF
1248
Roxbury Financial
New Jersey
$11.3K – – –
SIS
1249
Strategic Investment Solutions
Illinois
$11.3K – – –
HHMI
1250
Howard Hughes Medical Institute
Maryland
$11.2K +$116 +2 +1%
48 49
50
51 52