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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
STA
1301
Summit Trail Advisors
New York
– -$438K -6,912 Closed
HBT
1302
Heartland Bank & Trust
Illinois
– -$398K -6,269 Closed
MAM
1303
Milestone Asset Management
Pennsylvania
– -$393K -6,190 Closed
WHG
1304
Westwood Holdings Group
Texas
– -$367K -5,786 Closed
TCA
1305
Transcend Capital Advisors
New Jersey
– -$359K -5,663 Closed
MPM
1306
MBB Public Markets
Illinois
– -$348K -5,490 Closed
KWA
1307
Kellett Wealth Advisors
Ohio
– -$342K -5,390 Closed
WWM
1308
Whalen Wealth Management
Nevada
– -$330K -5,196 Closed
MIS
1309
Morningstar Investment Services
Illinois
– -$315K -5,015 Closed
RAG
1310
RIA Advisory Group
Iowa
– -$316K -4,986 Closed
NWM
1311
Napa Wealth Management
California
– -$313K -4,940 Closed
MA
1312
MONECO Advisors
Connecticut
– -$310K -4,894 Closed
NWM
1313
Northcape Wealth Management
New York
– -$289K -4,563 Closed
AWM
1314
Aviso Wealth Management
Washington
– -$261K -4,118 Closed
WI
1315
WrapManager Inc
California
– -$258K -4,068 Closed
PFS
1316
Prospect Financial Services
New York
– -$255K -4,019 Closed
EC
1317
EJF Capital
Virginia
– -$254K -4,000 Closed
CCIA
1318
Campbell & Co Investment Adviser
Maryland
– -$253K -3,988 Closed
CVA
1319
Central Valley Advisors
California
– -$251K -3,964 Closed
MWM
1320
Mattern Wealth Management
Kansas
– -$248K -3,906 Closed
PA
1321
PFG Advisors
Arizona
– -$247K -3,895 Closed
ANTB
1322
AMG National Trust Bank
Colorado
– -$246K -3,886 Closed
SCA
1323
Scott Capital Advisors
Oregon
– -$244K -3,850 Closed
S
1324
Sunpointe
Missouri
– -$243K -3,832 Closed
DDC
1325
DF Dent & Co
Maryland
– -$238K -3,753 Closed
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