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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
401
MAI Capital Management
Ohio
$486K +$228K +4,049 +85%
PCA
402
Peddock Capital Advisors
Massachusetts
$483K -$130K -2,303 -21%
FCA
403
FLC Capital Advisors
California
$477K -$8.45K -150 -2%
PI
404
PFG Investments
New York
$464K -$16.5K -293 -3%
CIAS
405
Capital Investment Advisory Services
North Carolina
$461K +$65.2K +1,157 +16%
AIC
406
Archer Investment Corporation
Indiana
$460K – – –
CIM
407
Centersquare Investment Management
Pennsylvania
$458K -$83K -1,472 -15%
IA
408
Inspire Advisors
Idaho
$455K -$1.52K -27 -0.3%
GWMIA
409
Global Wealth Management Investment Advisory
Florida
$452K +$35K +621 +8%
APW
410
Austin Private Wealth
Texas
$450K -$36.9K -655 -7%
WSC
411
Wellington Shields & Co
New York
$449K – – –
OIA
412
OneDigital Investment Advisors
Kansas
$443K -$12.7K -226 -3%
FC
413
FORA Capital
Florida
$441K -$1.57M -27,895 -78%
TFA
414
Teamwork Financial Advisors
Texas
$437K +$64K +1,136 +17%
MWM
415
Modern Wealth Management
Kansas
$437K +$13.2K +235 +3%
CWM
416
Campbell Wealth Management
Virginia
$432K – – –
KOMWMG
417
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$429K +$2.65K +47 +0.6%
PTC
418
Philadelphia Trust Company
Pennsylvania
$429K – – –
IWM
419
IHT Wealth Management
Illinois
$424K -$67.7K -1,201 -13%
JWCA
420
J.W. Cole Advisors
Florida
$424K -$199K -3,538 -31%
PAS
421
Point72 Asia (Singapore)
Singapore
$421K +$431K +7,644 New
FPAS
422
Focus Partners Advisor Solutions
Missouri
$421K +$36.7K +651 +9%
DBRC
423
D.B. Root & Company
Pennsylvania
$420K -$47.8K -848 -10%
PSCM
424
Per Stirling Capital Management
Texas
$418K -$63.3K -1,123 -13%
CL
425
Choreo LLC
Illinois
$418K +$430K +7,634 New
15 16
17
18 19