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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
BBWP
1251
Beacon Bridge Wealth Partners
Pennsylvania
– -$214K -3,728 Closed
CGL
1252
Clarius Group LLC
Washington
– -$212K -3,691 Closed
PJWM
1253
Philip James Wealth Mangement
Georgia
– -$211K -3,674 Closed
JCM
1254
Jacobsen Capital Management
Utah
– -$206K -3,596 Closed
JC
1255
Jentner Corp
Ohio
– -$206K -3,593 Closed
WA
1256
WBH Advisory
Maryland
– -$203K -3,530 Closed
TAM
1257
Townsend Asset Management
North Carolina
– -$201K -3,507 Closed
SCM
1258
Shelton Capital Management
Colorado
– -$201K -3,502 Closed
NAG
1259
Northstar Advisory Group
New Jersey
– -$201K -3,500 Closed
MNBTD
1260
Moody National Bank Trust Division
Texas
– -$200K -3,490 Closed
SAW
1261
Signal Advisors Wealth
Michigan
– -$201K -3,485 Closed
DAC
1262
Dividend Assets Capital
South Carolina
– -$172K -3,000 Closed
EC
1263
Elequin Capital
New York
– -$165K -2,881 Closed
TWM
1264
Tradition Wealth Management
Minnesota
– -$107K -1,860 Closed
SIM
1265
Sentry Investment Management
Wisconsin
– -$93K -1,611 Closed
TCWA
1266
Turtle Creek Wealth Advisors
Texas
– -$83K -1,445 Closed
WCM
1267
Winthrop Capital Management
Indiana
– -$61.5K -1,071 Closed
HT
1268
Headlands Technologies
Illinois
– -$61K -1,063 Closed
MIFH
1269
Migdal Insurance & Financial Holdings
Israel
– -$61K -1,043 Closed
GWS
1270
Glassman Wealth Services
Virginia
– -$43.2K -753 Closed
SA
1271
Scarborough Advisors
Maryland
– -$39.4K -687 Closed
RIM
1272
Rockbridge Investment Management
New York
– -$37.3K -650 Closed
AWM
1273
Able Wealth Management
New Jersey
– -$32.4K -564 Closed
HFS
1274
HBC Financial Services
Washington
– -$28K -500 Closed
DI
1275
DAGCO Inc
Ohio
– -$28.2K -491 Closed
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