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Realty Income
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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
1326
Gunpowder Capital Management
Maryland
$1.58K +$1.62K +28 New
EWP
1327
Elevation Wealth Partners
California
$1.47K +$1.5K +26 New
VWA
1328
Valued Wealth Advisors
Utah
$1.42K – – –
AEPWM
1329
Atlantic Edge Private Wealth Management
Florida
$1.41K – – –
JSAM
1330
J. Safra Asset Management
New York
$1.41K +$1.45K +25 New
PCFFS
1331
Pacific Center for Financial Services
California
$1.4K – – –
AIM
1332
Arcadia Investment Management
Michigan
$1.36K +$521 +9 +60%
HFS
1333
Hughes Financial Services
Virginia
$1.35K -$1.85K -32 -57%
1CP
1334
1015 Capital Partners
Pennsylvania
$1.3K +$1.33K +23 New
CJ
1335
Caitlin John
Michigan
$1.26K – – –
UCB
1336
United Community Bank
South Carolina
$1.24K – – –
GIA
1337
GHP Investment Advisors
Colorado
$1.18K – – –
CCM
1338
Chilton Capital Management
Texas
$1.13K +$1.16K +20 New
RIAS
1339
Rachor Investment Advisory Services
Michigan
$1.1K +$1.1K +19 New
DFA
1340
DHJJ Financial Advisors
Illinois
$1.01K – – –
WW
1341
Winnow Wealth
Texas
$969 – – –
TBFA
1342
Three Bearings Fiduciary Advisors
New Hampshire
$918 +$868 +15 New
SHIM
1343
Stone House Investment Management
Pennsylvania
$902 +$405 +7 +78%
CAM
1344
Clarity Asset Management
Iowa
$774 – – –
ACA
1345
American Capital Advisory
Idaho
$733 -$174 -3 -19%
RWS
1346
Retirement Wealth Solutions
Wisconsin
$733 – – –
HNW
1347
High Note Wealth
Minnesota
$676 +$347 +6 +100%
GFA
1348
Godfrey Financial Associates
New York
$676 +$695 +12 New
ACM
1349
Anfield Capital Management
California
$564 – – –
NL
1350
NVWM LLC
Pennsylvania
$564 +$579 +10 New
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