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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
IMRF
351
Illinois Municipal Retirement Fund
Illinois
$411K -$613K -8,077 -53%
BRWM
352
B. Riley Wealth Management
Tennessee
$409K +$545K +7,183 New
IFG
353
Independent Financial Group
California
$409K +$545K +7,188 New
LWPC
354
Legacy Wealth Partners (California)
California
$407K – – –
CMANY
355
Capital Management Associates (New York)
New York
$407K +$542K +7,147 New
CFG
356
Cooper Financial Group
California
$405K +$89.3K +1,177 +20%
SCCM
357
Schafer Cullen Capital Management
New York
$405K +$108K +1,419 +25%
APW
358
Austin Private Wealth
Texas
$404K -$55.2K -728 -9%
CSS
359
Cubist Systematic Strategies
Connecticut
$402K -$2.72M -35,841 -84%
GIA
360
Guyasuta Investment Advisors
Pennsylvania
$400K +$184K +2,430 +53%
SBIA
361
Sheaff Brock Investment Advisors
Indiana
$397K -$28.7K -379 -5%
GT
362
Glenmede Trust
Pennsylvania
$393K – – –
MCP
363
Mirador Capital Partners
California
$393K +$27K +356 +6%
PTC
364
Philadelphia Trust Company
Pennsylvania
$378K – – –
TCWM
365
Total Clarity Wealth Management
Illinois
$366K -$8.19K -108 -2%
KM
366
Kalos Management
Georgia
$365K +$458K +6,042 New
MYAM
367
Meiji Yasuda Asset Management
Japan
$362K -$638K -8,413 -57%
RJT
368
Raymond James Trust
Florida
$356K -$21.3K -281 -4%
PTC
369
Private Trust Company
Ohio
$353K -$9.4K -124 -2%
CIAS
370
Capital Investment Advisory Services
North Carolina
$352K +$22.1K +291 +5%
BSW
371
Buckingham Strategic Wealth
Missouri
$350K +$455 +6 +0.1%
JWM
372
Jackson Wealth Management
Florida
$350K +$438K +5,775 New
DMK
373
David M. Knott
$348K – – –
HHRDM
374
H&H Retirement Design & Management
Nevada
$346K +$462K +6,088 New
IRF
375
IBM Retirement Fund
New York
$343K +$116K +1,523 +34%
13 14
15
16 17