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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1301
Milestone Asset Management
Pennsylvania
– -$393K -6,190 Closed
WHG
1302
Westwood Holdings Group
Texas
– -$367K -5,786 Closed
TCA
1303
Transcend Capital Advisors
New Jersey
– -$359K -5,663 Closed
MPM
1304
MBB Public Markets
Illinois
– -$348K -5,490 Closed
KWA
1305
Kellett Wealth Advisors
Ohio
– -$342K -5,390 Closed
WWM
1306
Whalen Wealth Management
Nevada
– -$330K -5,196 Closed
MIS
1307
Morningstar Investment Services
Illinois
– -$315K -5,015 Closed
RAG
1308
RIA Advisory Group
Iowa
– -$316K -4,986 Closed
NWM
1309
Napa Wealth Management
California
– -$313K -4,940 Closed
MA
1310
MONECO Advisors
Connecticut
– -$310K -4,894 Closed
NWM
1311
Northcape Wealth Management
New York
– -$289K -4,563 Closed
AWM
1312
Aviso Wealth Management
Washington
– -$261K -4,118 Closed
WI
1313
WrapManager Inc
California
– -$258K -4,068 Closed
PFS
1314
Prospect Financial Services
New York
– -$255K -4,019 Closed
EC
1315
EJF Capital
Virginia
– -$254K -4,000 Closed
CCIA
1316
Campbell & Co Investment Adviser
Maryland
– -$253K -3,988 Closed
CVA
1317
Central Valley Advisors
California
– -$251K -3,964 Closed
MWM
1318
Mattern Wealth Management
Kansas
– -$248K -3,906 Closed
PA
1319
PFG Advisors
Arizona
– -$247K -3,895 Closed
ANTB
1320
AMG National Trust Bank
Colorado
– -$246K -3,886 Closed
SCA
1321
Scott Capital Advisors
Oregon
– -$244K -3,850 Closed
S
1322
Sunpointe
Missouri
– -$243K -3,832 Closed
DDC
1323
DF Dent & Co
Maryland
– -$238K -3,753 Closed
CIS
1324
Connors Investor Services
Pennsylvania
– -$238K -3,745 Closed
CG
1325
CFO4Life Group
Texas
– -$235K -3,703 Closed
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