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RFI

Cohen & Steers Total Return Realty Fund
RFI

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
51
Albion Financial Group
Utah
$57.5K +$2.26K +177 +4%
ACM
52
Antonetti Capital Management
Florida
$50.9K -$19.1K -1,500 -26%
SPIA
53
Steward Partners Investment Advisory
New York
$40.4K -$32.4K -2,541 -43%
RCM
54
Raleigh Capital Management
North Carolina
$33.7K +$1.43K +112 +4%
TFP
55
Tilia Fiduciary Partners
North Carolina
$28.8K – – –
PTC
56
Private Trust Company
Ohio
$21.8K – – –
HIA
57
Harbor Investment Advisory
Maryland
$15.9K – – –
ASN
58
Advisory Services Network
Georgia
$15.2K +$3.19K +250 +25%
BWA
59
BDO Wealth Advisors
Florida
$14.5K – – –
OIA
60
Optimum Investment Advisors
Illinois
$12.1K – – –
UB
61
UMB Bank
Missouri
$9.82K +$10.3K +810 New
MA
62
MCF Advisors
Kentucky
$8.85K – – –
CIA
63
Cascade Investment Advisors
Oregon
$8.79K +$9.25K +725 New
RG
64
Retirement Group
California
$8K – – –
HI
65
Harbour Investments
Wisconsin
$7.27K – – –
PA
66
Parallel Advisors
California
$6.76K – – –
CWP
67
Concord Wealth Partners
Virginia
$6.18K – – –
GWSG
68
GPS Wealth Strategies Group
Colorado
$5.34K +$5.63K +441 New
VNA
69
Valley National Advisers
Pennsylvania
$1K – – –
HNB
70
Huntington National Bank
Ohio
$12 – – –
EWM
71
Executive Wealth Management
Michigan
– -$857K -70,075 Closed
AWS
72
Atria Wealth Solutions
New York
– -$237K -18,999 Closed
IA
73
IFP Advisors
Florida
– -$132K -10,714 Closed
MCC
74
Money Concepts Capital
Florida
– -$128K -10,477 Closed
CFB
75
Cullen/Frost Bankers
Texas
– -$18.3K -1,498 Closed
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