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RFI

Cohen & Steers Total Return Realty Fund
RFI

Name Holding Trade Value Shares
Change 		Change in
Stake
TCPG
51
Trivant Custom Portfolio Group
California
$78.5K – – –
GRP
52
Global Retirement Partners
California
$70.1K – – –
BCWM
53
Bartlett & Co Wealth Management
Ohio
$68.2K – – –
BC
54
Bartlett & Co
Ohio
$68K – – –
MWM
55
Mascoma Wealth Management
New Hampshire
$67.6K – – –
AFG
56
Albion Financial Group
Utah
$55.3K +$1.12K +97 +2%
AF
57
Allworth Financial
California
$50.1K -$8.17K -710 -14%
ACM
58
Antonetti Capital Management
Florida
$48K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$38.3K +$207 +18 +0.5%
RCM
60
Raleigh Capital Management
North Carolina
$32.5K +$668 +58 +2%
TFP
61
Tilia Fiduciary Partners
North Carolina
$27.1K – – –
PTC
62
Private Trust Company
Ohio
$20.6K – – –
UB
63
UMB Bank
Missouri
$18.9K +$9.71K +844 +104%
HIA
64
Harbor Investment Advisory
Maryland
$15K – – –
BWA
65
BDO Wealth Advisors
Florida
$13.6K – – –
OIA
66
Optimum Investment Advisors
Illinois
$11.4K – – –
WOSD
67
WFA of San Diego
California
$8.56K +$8.63K +750 New
MA
68
MCF Advisors
Kentucky
$8.34K – – –
RG
69
Retirement Group
California
$7.42K – – –
WWP
70
WR Wealth Planners
Missouri
$6.85K +$6.91K +600 New
PA
71
Parallel Advisors
California
$6.37K – – –
CWP
72
Concord Wealth Partners
Virginia
$5.82K – – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$5.04K – – –
VNA
74
Valley National Advisers
Pennsylvania
$2K – – –
HNB
75
Huntington National Bank
Ohio
$11 – – –
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