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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
401
IFP Advisors
Florida
$333K -$296K -4,766 -48%
BCWM
402
Blue Chip Wealth Management
Florida
$330K +$62 +1 +0%
CWM
403
Cornerstone Wealth Management
Missouri
$330K +$310K +4,986 New
GT
404
Glenmede Trust
Pennsylvania
$328K -$3.42K -55 -1%
PCA
405
Personal Capital Advisors
California
$327K -$15.2K -245 -5%
TFA
406
Teamwork Financial Advisors
Texas
$326K +$306K +4,920 New
EGM
407
Engineers Gate Manager
New York
$325K +$304K +4,901 New
MCM
408
Maple Capital Management
Vermont
$321K -$423K -6,815 -58%
LWAC
409
Laurel Wealth Advisors (California)
California
$318K – – –
IAIM
410
International Assets Investment Management
Florida
$316K -$13.2K -213 -4%
OIA
411
OneDigital Investment Advisors
Kansas
$315K +$31.6K +509 +12%
LA
412
LVW Advisors
New York
$315K +$50.7K +817 +21%
MAFM
413
Mid Atlantic Financial Management
Pennsylvania
$312K -$29.6K -476 -9%
GC
414
Globeflex Capital
California
$311K +$291K +4,686 New
CCA
415
Conestoga Capital Advisors
Pennsylvania
$308K -$19K -306 -6%
BCP
416
Blue Chip Partners
Michigan
$307K -$320K -5,150 -53%
MSFP
417
Mark Sheptoff Financial Planning
Connecticut
$306K -$13.1K -211 -4%
KWM
418
Kingsview Wealth Management
Oregon
$303K -$36.8K -592 -11%
FC
419
FCA Corp
Texas
$302K – – –
FC
420
FORA Capital
Florida
$296K +$277K +4,463 New
MSS
421
Mitchell Sinkler & Starr
Pennsylvania
$290K -$276K -4,441 -50%
BC
422
Brio Consultants
California
$289K +$1.99K +32 +0.7%
PCM
423
Parsons Capital Management
Rhode Island
$288K -$523K -8,421 -66%
BAS
424
Brown Advisory Securities
Maryland
$287K – – –
GAM
425
Garrison Asset Management
Arkansas
$285K -$34.4K -554 -11%
15 16
17
18 19