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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1226
Independence Bank of Kentucky
Kentucky
$52K -$2.38K -38 -4%
PMFA
1227
Plante Moran Financial Advisors
Michigan
$51.6K +$2.69K +43 +5%
PWA
1228
Physician Wealth Advisors
Utah
$50.6K +$3.94K +63 +8%
CSPIA
1229
Cary Street Partners Investment Advisory
Virginia
$50.5K -$26.8K -428 -34%
SouthState Corp
1230
SouthState Corp
Florida
$49.8K -$1.75K -28 -3%
SCM
1231
Silvant Capital Management
Georgia
$48.7K – – –
MTIC
1232
Missouri Trust & Investment Company
Missouri
$48.5K – – –
PWMG
1233
Private Wealth Management Group
New Jersey
$47.1K – – –
FDW
1234
Fourth Dimension Wealth
Ohio
$46.9K – – –
OCWP
1235
Owl Creek Wealth Partners
Colorado
$46.9K +$48K +766 New
MCM
1236
Manchester Capital Management
Vermont
$46.7K – – –
WIM
1237
Westside Investment Management
California
$45.9K – – –
MEG
1238
Millstone Evans Group
Colorado
$45.3K +$2.57K +41 +6%
1IA
1239
1620 Investment Advisors
Massachusetts
$44K – – –
MCM
1240
MV Capital Management
Maryland
$44K +$626 +10 +1%
Loring Wolcott & Coolidge Fiduciary Advisors
1241
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.5K – – –
RIL
1242
Rothschild Investment LLC
Illinois
$42K +$12.3K +197 +40%
BTD
1243
BankPlus Trust Department
Mississippi
$41.8K – – –
TF
1244
Tompkins Financial
New York
$41.6K +$42.6K +680 New
BGAI
1245
Bruce G. Allen Investments
Colorado
$41.5K +$6.7K +107 +19%
GW&K Investment Management
1246
GW&K Investment Management
Massachusetts
$41K +$2.19K +35 +5%
HRC
1247
Hoertkorn Richard Charles
$40.7K – – –
CB
1248
Community Bank
New York
$40.1K +$16K +255 +64%
FWA
1249
Flagship Wealth Advisors
Massachusetts
$39.9K – – –
CH
1250
Canton Hathaway
Rhode Island
$39.8K +$40.7K +650 New