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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
DMK
326
David M. Knott
$470K – – –
CFGS
327
Concourse Financial Group Securities
Alabama
$468K +$64.1K +890 +17%
BFS
328
Bradley Foster & Sargent
Connecticut
$464K -$22.1K -307 -5%
CCM
329
Covington Capital Management
California
$450K – – –
SW
330
SVB Wealth
Massachusetts
$449K -$192K -2,660 -31%
HDIM
331
Hanson & Doremus Investment Management
Vermont
$449K -$20.5K -285 -5%
PHIMC
332
Private Harbour Investment Management & Counsel
Ohio
$448K -$129K -1,787 -23%
FNBOMD
333
First National Bank of Mount Dora
Florida
$447K – – –
SCCM
334
Schafer Cullen Capital Management
New York
$444K – – –
LWS
335
Lucia Wealth Services
California
$440K +$52.8K +733 +15%
AWA
336
Arete Wealth Advisors
Illinois
$438K +$216 +3 +0.1%
MYAM
337
Meiji Yasuda Asset Management
Japan
$437K – – –
CPO
338
Cerity Partners OCIO
New York
$433K +$3.24K +45 +0.8%
AAS
339
Avantax Advisory Services
Texas
$430K +$111K +1,537 +38%
IFWM
340
Institute for Wealth Management
Colorado
$422K -$23.9K -332 -6%
AF
341
Advisornet Financial
Minnesota
$420K -$529K -7,344 -57%
PIA
342
Pinion Investment Advisors
Kansas
$419K +$10.2K +142 +3%
BBA
343
Braun-Bostich & Associates
Pennsylvania
$415K -$42.9K -595 -10%
SFI
344
SPC Financial Inc
Maryland
$412K – – –
RFM
345
Royal Fund Management
Florida
$406K +$7.06K +98 +2%
DDC
346
DF Dent & Co
Maryland
$399K – – –
CPA
347
Capital Planning Advisors
California
$397K – – –
BCWM
348
Blue Chip Wealth Management
Florida
$397K +$9.94K +138 +3%
ECM
349
Evergreen Capital Management
Washington
$395K – – –
MAFM
350
Mid Atlantic Financial Management
Pennsylvania
$394K -$340K -4,713 -48%
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14
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