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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Campbell Wealth Management
Virginia
$377K – – –
LWAC
402
Laurel Wealth Advisors (California)
California
$376K -$248K -2,961 -38%
IWS
403
Insight Wealth Strategies
California
$375K +$116K +1,379 +41%
FFSOTS
404
Fiduciary Financial Services of The Southwest
Texas
$374K – – –
AWA
405
Arete Wealth Advisors
Illinois
$372K -$44.7K -534 -10%
GCA
406
Gideon Capital Advisors
New York
$372K +$398K +4,748 New
BBA
407
Braun-Bostich & Associates
Pennsylvania
$367K – – –
NPT
408
Nixon Peabody Trust
Massachusetts
$366K +$391K +4,671 New
ECM
409
Evergreen Capital Management
Washington
$365K -$41.1K -490 -10%
LMAM
410
Legg Mason Asset Management
Japan
$361K +$22.3K +266 +6%
GIA
411
Guyasuta Investment Advisors
Pennsylvania
$361K +$74K +883 +24%
PWA
412
Physician Wealth Advisors
Utah
$360K -$37.6K -449 -9%
BOH
413
Bank of Hawaii
Hawaii
$358K -$12.7K -152 -3%
FC
414
FCA Corp
Texas
$358K – – –
GT
415
Greenleaf Trust
Michigan
$355K +$8.96K +107 +2%
TFA
416
TPG Financial Advisors
Oregon
$354K +$23.1K +276 +7%
IRF
417
IBM Retirement Fund
New York
$353K -$1K -12 -0.3%
S
418
SignatureFD
Georgia
$352K -$24.6K -293 -6%
WMA
419
Wealth Management Associates
New Jersey
$345K -$146K -1,737 -28%
SW
420
SlateStone Wealth
Florida
$344K +$85.5K +1,021 +30%
HAM
421
Highstreet Asset Management
Ontario, Canada
$341K +$364K +4,349 New
RFC
422
Regions Financial Corp
Alabama
$339K -$11.6K -139 -3%
CPO
423
Cerity Partners OCIO
New York
$339K +$2.93K +35 +0.9%
CAN
424
Claraphi Advisory Network
United States
$337K -$598K -7,138 -62%
BC
425
Brio Consultants
California
$337K +$120K +1,431 +50%
15 16
17
18 19