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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
476
Accurate Wealth Management
Florida
$508K +$109K +1,484 +26%
SCM
477
Shelton Capital Management
Colorado
$507K – – –
VT
478
Vise Technologies
New York
$500K +$75.2K +1,026 +17%
S
479
SignatureFD
Georgia
$498K +$145K +1,982 +40%
IP
480
Ignite Planners
California
$496K +$35.8K +488 +8%
TFA
481
Teamwork Financial Advisors
Texas
$496K -$20.5K -280 -4%
VEA
482
Virtus ETF Advisers
New York
$494K +$58.8K +803 +13%
UCFA
483
United Capital Financial Advisors
Texas
$494K -$248K -3,387 -33%
SOS
484
Silver Oak Securities
Tennessee
$492K -$5.86K -80 -1%
FFN
485
Focus Financial Network
Minnesota
$491K +$8.87K +121 +2%
EOJOAM
486
E. Ohman J:or Asset Management
Sweden
$483K – – –
DADC
487
D.A. Davidson & Co
Montana
$482K -$14.3K -195 -3%
FTWA
488
Fifth Third Wealth Advisors
Ohio
$475K +$13.4K +183 +3%
FAM
489
Fulcrum Asset Management
United Kingdom
$474K +$473K +6,448 New
MM
490
MQS Management
New York
$474K -$6.59K -90 -1%
ECM
491
Everence Capital Management
Indiana
$465K – – –
VFA
492
Valeo Financial Advisors
Indiana
$462K +$20.5K +280 +5%
NDSIB
493
North Dakota State Investment Board
North Dakota
$461K +$7.91K +108 +2%
RRA
494
Round Rock Advisors
Connecticut
$460K -$87.9K -1,200 -16%
AW
495
Avion Wealth
Texas
$459K +$513 +7 +0.1%
EIA
496
Eldridge Investment Advisors
New Hampshire
$459K -$56.8K -775 -11%
PMAM
497
Picton Mahoney Asset Management
Ontario, Canada
$456K -$1.37M -18,691 -75%
PCA
498
Peddock Capital Advisors
Massachusetts
$454K – – –
PWP
499
Precedent Wealth Partners
Texas
$451K +$462K +6,307 New
RW
500
Rockport Wealth
Ohio
$448K – – –
18 19
20
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