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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1251
Westside Investment Management
California
$46K – – –
JFA
1252
JNBA Financial Advisors
Minnesota
$45.6K -$19.1K -306 -29%
VR
1253
Vision Retirement
New Jersey
$45K -$12.9K -207 -22%
1IA
1254
1620 Investment Advisors
Massachusetts
$44.6K – – –
MFP
1255
Meramec Financial Planners
Missouri
$43.6K +$41.5K +665 New
FWA
1256
Flagship Wealth Advisors
Massachusetts
$42.9K – – –
BTD
1257
BankPlus Trust Department
Mississippi
$42.4K – – –
MAM
1258
Meeder Asset Management
Ohio
$42.1K +$42.3K +679 +67,900%
BGAI
1259
Bruce G. Allen Investments
Colorado
$42K – – –
HRC
1260
Hoertkorn Richard Charles
$41.3K – – –
LWCFA
1261
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.3K – – –
CB
1262
Community Bank
New York
$40.6K – – –
CH
1263
Canton Hathaway
Rhode Island
$40.3K – – –
GKIM
1264
GW&K Investment Management
Massachusetts
$40K -$2.06K -33 -5%
MCM
1265
MV Capital Management
Maryland
$39.4K -$5.17K -83 -12%
HNB
1266
Hilltop National Bank
Wyoming
$39.1K – – –
CCMW
1267
Cypress Capital Management (Wyoming)
Wyoming
$37.7K – – –
RIL
1268
Rothschild Investment LLC
Illinois
$37.3K -$5.24K -84 -12%
JWM
1269
JPL Wealth Management
Colorado
$36.3K +$27.2K +437 +293%
DWS
1270
Dynamic Wealth Strategies
California
$36.2K – – –
APFP
1271
Action Point Financial Planning
Michigan
$36.2K +$36.7K +588 New
OAJ
1272
Ogorek Anthony Joseph
New York
$36K +$5.74K +92 +19%
MLA
1273
MB, Levis & Associates
Pennsylvania
$35.9K +$312 +5 +0.9%
SG
1274
Sankala Group
Colorado
$35.6K – – –
LSA
1275
Leonteq Securities AG
Switzerland
$33.1K +$6.61K +106 +25%
49 50
51
52 53