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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
351
Allworth Financial
California
$66K – – –
RCAG
352
Rehmann Capital Advisory Group
Michigan
$65K +$65.4K +1,063 New
QAM
353
QCI Asset Management
New York
$63K +$862 +14 +1%
THWM
354
Taylor Hoffman Wealth Management
Virginia
$62K +$1.91K +31 +3%
PA
355
Parallel Advisors
California
$60K -$14.3K -233 -19%
TSW
356
Thompson Siegel & Walmsley
Virginia
$59K -$132K -2,144 -69%
MOS
357
MGO One Seven
Ohio
$58K +$185 +3 +0.3%
FCM
358
Frontier Capital Management
Massachusetts
$58K +$3.26K +53 +6%
SBL
359
Sargent Bickham Lagudis
Colorado
$57K – – –
WAP
360
Wealthcare Advisory Partners
Pennsylvania
$57K +$17.6K +286 +44%
SWM
361
SeaCrest Wealth Management
New York
$55K +$1.05K +17 +2%
CFA
362
Carroll Financial Associates
North Carolina
$54K – – –
JFGIW
363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K – – –
AIS
364
Accurate Investment Solutions
Pennsylvania
$51K – – –
PCIA
365
Prime Capital Investment Advisors
Kansas
$51K – – –
TCOV
366
Trust Company of Vermont
Vermont
$50K – – –
MA
367
MCF Advisors
Kentucky
$48K – – –
MCA
368
Mercer Capital Advisers
New Jersey
$48K – – –
JCM
369
Jacobi Capital Management
Pennsylvania
$46K – – –
TIM
370
Tortoise Investment Management
New York
$45K -$33K -536 -42%
PMFA
371
Plante Moran Financial Advisors
Michigan
$44K – – –
ACM
372
Armbruster Capital Management
New York
$43K – – –
CWM
373
Cedar Wealth Management
California
$43K – – –
WA
374
WealthTrust-Arizona
Arizona
$42K – – –
APA
375
American Portfolios Advisors
New York
$40.7K -$48.7K -791 -54%
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15
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