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Realty Income

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1351
Schechter Investment Advisors
Michigan
– -$214K -3,373 Closed
LCM
1352
Lazari Capital Management
California
– -$213K -3,359 Closed
PMSA
1353
Patrick M. Sweeney & Associates
Illinois
– -$212K -3,348 Closed
AL
1354
Aspiriant LLC
California
– -$212K -3,345 Closed
RSWM
1355
Robertson Stephens Wealth Management
California
– -$211K -3,321 Closed
SWP
1356
Semus Wealth Partners
Florida
– -$208K -3,284 Closed
Empower Advisory Group
1357
Empower Advisory Group
Colorado
– -$208K -3,274 Closed
MTC
1358
McDaniel Terry & Co
Texas
– -$207K -3,269 Closed
PS
1359
Planned Solutions
California
– -$206K -3,245 Closed
TF
1360
Trek Financial
Arizona
– -$206K -3,243 Closed
QWP
1361
Quotient Wealth Partners
Texas
– -$205K -3,235 Closed
SB
1362
Strategic Blueprint
Georgia
– -$204K -3,219 Closed
CC
1363
Commons Capital
Massachusetts
– -$204K -3,216 Closed
ST
1364
Somerset Trust
Pennsylvania
– -$204K -3,216 Closed
DE
1365
Diversified Enterprises
Delaware
– -$203K -3,201 Closed
OWA
1366
Octavia Wealth Advisors
Ohio
– -$203K -3,201 Closed
Koshinski Asset Management
1367
Koshinski Asset Management
Illinois
– -$203K -3,195 Closed
FA
1368
Financial Alternatives
California
– -$200K -3,159 Closed
NP
1369
Nilsine Partners
Colorado
– -$200K -3,154 Closed
RIA
1370
Realta Investment Advisors
Delaware
– -$194K -3,124 Closed
AA
1371
Alta Advisers
United Kingdom
– -$133K -2,100 Closed
BWP
1372
Baldwin Wealth Partners
Massachusetts
– -$129K -2,040 Closed
FAM
1373
Flaharty Asset Management
Florida
– -$125K -1,965 Closed
TF
1374
Tompkins Financial
New York
– -$119K -1,871 Closed
CP
1375
Castleview Partners
Texas
– -$117K -1,841 Closed