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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
476
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$529K +$6.74K +92 +1%
CA
477
COFG Advisors
Illinois
$526K +$539K +7,356 New
AFM
478
Armstrong Fleming & Moore
District of Columbia
$523K -$879 -12 -0.2%
DI
479
Diligent Investors
California
$522K +$1.76K +24 +0.3%
AWM
480
Accurate Wealth Management
Florida
$508K +$109K +1,484 +26%
SCM
481
Shelton Capital Management
Colorado
$507K – – –
VT
482
Vise Technologies
New York
$500K +$75.2K +1,026 +17%
S
483
SignatureFD
Georgia
$498K +$145K +1,982 +40%
IP
484
Ignite Planners
California
$496K +$35.8K +488 +8%
TFA
485
Teamwork Financial Advisors
Texas
$496K -$20.5K -280 -4%
VEA
486
Virtus ETF Advisers
New York
$494K +$58.8K +803 +13%
UCFA
487
United Capital Financial Advisors
Texas
$494K -$248K -3,387 -33%
SOS
488
Silver Oak Securities
Tennessee
$492K -$5.86K -80 -1%
FFN
489
Focus Financial Network
Minnesota
$491K +$8.87K +121 +2%
EOJOAM
490
E. Ohman J:or Asset Management
Sweden
$483K – – –
DADC
491
D.A. Davidson & Co
Montana
$482K -$14.3K -195 -3%
FTWA
492
Fifth Third Wealth Advisors
Ohio
$475K +$13.4K +183 +3%
FAM
493
Fulcrum Asset Management
United Kingdom
$474K +$473K +6,448 New
MM
494
MQS Management
New York
$474K -$6.59K -90 -1%
ECM
495
Everence Capital Management
Indiana
$465K – – –
VFA
496
Valeo Financial Advisors
Indiana
$462K +$20.5K +280 +5%
NDSIB
497
North Dakota State Investment Board
North Dakota
$461K +$7.91K +108 +2%
RRA
498
Round Rock Advisors
Connecticut
$460K -$87.9K -1,200 -16%
AW
499
Avion Wealth
Texas
$459K +$513 +7 +0.1%
EIA
500
Eldridge Investment Advisors
New Hampshire
$459K -$56.8K -775 -11%
18 19
20
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