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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1301
Cloud Capital Management
Washington
$2K +$2.68K +46 New
GA
1302
Guerra Advisors
Florida
$1.82K +$1.75K +30 New
TCB
1303
Texas Capital Bancshares
Texas
$1.7K +$1.63K +28 New
STB
1304
S&T Bank
Pennsylvania
$1.64K – – –
VWA
1305
Valued Wealth Advisors
Utah
$1.52K – – –
AEPWM
1306
Atlantic Edge Private Wealth Management
Florida
$1.52K +$1.46K +25 New
QWM
1307
Quaker Wealth Management
New Jersey
$1.46K – – –
PCFFS
1308
Pacific Center for Financial Services
California
$1.4K – – –
BI
1309
Binnacle Investments
Iowa
$1.4K +$408 +7 +44%
UCB
1310
United Community Bank
South Carolina
$1.34K -$45.3K -778 -97%
CJ
1311
Caitlin John
Michigan
$1.34K +$1.28K +22 New
GIA
1312
GHP Investment Advisors
Colorado
$1.28K – – –
DFA
1313
DHJJ Financial Advisors
Illinois
$1.09K – – –
WW
1314
Winnow Wealth
Texas
$1.04K +$990 +17 New
NRG
1315
Nemes Rush Group
Michigan
$973 -$52.3K -898 -98%
ACA
1316
American Capital Advisory
Idaho
$973 +$175 +3 +23%
AT
1317
Avalon Trust
New Mexico
$973 +$932 +16 New
DCM
1318
Davis Capital Management
Florida
$973 +$932 +16 New
CPG
1319
Cornerstone Planning Group
New Jersey
$972 -$6.47K -111 -96%
AIM
1320
Arcadia Investment Management
Michigan
$912 – – –
PG
1321
Proffitt & Goodson
Tennessee
$912 +$874 +15 New
CAM
1322
Clarity Asset Management
Iowa
$823 +$58 +1 +8%
RWS
1323
Retirement Wealth Solutions
Wisconsin
$809 +$757 +13 New
HFS
1324
Horizon Financial Services
North Carolina
$669 +$641 +11 New
ACM
1325
Anfield Capital Management
California
$608 +$583 +10 New
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