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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
451
MGO One Seven
Ohio
$447K +$57.1K +927 +15%
CAG
452
Crestwood Advisors Group
Massachusetts
$447K +$17.7K +288 +4%
CWM
453
CarsonAllaria Wealth Management
Illinois
$444K +$3.26K +53 +0.7%
AIC
454
Archer Investment Corporation
Indiana
$441K – – –
KOMWMG
455
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$438K +$8.99K +146 +2%
WP
456
WealthPLAN Partners
Nebraska
$435K -$166K -2,689 -28%
TRCT
457
Tower Research Capital (TRC)
New York
$431K -$373K -6,051 -47%
WIA
458
World Investment Advisors
California
$431K -$369 -6 -0.1%
CL
459
Choreo LLC
Illinois
$426K +$57K +926 +16%
MA
460
MKT Advisors
California
$425K -$24.6K -400 -6%
PCA
461
Peddock Capital Advisors
Massachusetts
$418K – – –
IAIM
462
International Assets Investment Management
Florida
$416K +$62.3K +1,012 +18%
SPC
463
Sigma Planning Corp
Michigan
$413K -$10.5K -171 -3%
SOS
464
Silver Oak Securities
Tennessee
$410K +$102K +1,649 +33%
KWA
465
Kingswood Wealth Advisors
California
$408K -$98.3K -1,597 -20%
DADC
466
D.A. Davidson & Co
Montana
$407K -$180K -2,929 -31%
IP
467
Ignite Planners
California
$407K +$1.85K +30 +0.5%
AW
468
Avion Wealth
Texas
$400K +$308 +5 +0.1%
RPCONE
469
Retirement Planning Company of New England
Rhode Island
$399K +$11K +178 +3%
JCM
470
Jacobi Capital Management
Pennsylvania
$392K +$1.42K +23 +0.4%
RW
471
Rockport Wealth
Ohio
$391K +$386K +6,271 New
LNWWM
472
Laird Norton Wetherby Wealth Management
California
$386K +$381K +6,192 New
GIM
473
Glenmede Investment Management
Pennsylvania
$384K +$379K +6,149 New
NA
474
NewEdge Advisors
Louisiana
$383K -$65.3K -1,061 -15%
EFG
475
Ethos Financial Group
Pennsylvania
$383K +$15.1K +245 +4%
17 18
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