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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
476
Homrich & Berg
Georgia
$211K -$14K -164 -6%
N
477
Natixis
France
$211K +$205K +2,401 New
FT
478
Fiduciary Trust
Massachusetts
$211K +$205K +2,403 New
WAG
479
Winthrop Advisory Group
Massachusetts
$210K +$204K +2,397 New
MTC
480
McDaniel Terry & Co
Texas
$208K +$202K +2,375 New
AS
481
Altshuler Shaham
Israel
$207K +$104K +1,221 +109%
GSWM
482
Golden State Wealth Management
California
$204K -$92.5K -1,086 -32%
CPIG
483
Chicago Partners Investment Group
Illinois
$203K +$191K +2,242 New
RG
484
Rathbones Group
United Kingdom
$203K +$197K +2,318 New
MA
485
MUFG Americas
New York
$192K – – –
LWS
486
Lucia Wealth Services
California
$192K +$6.22K +73 +3%
PFGIA
487
Patriot Financial Group Insurance Agency
Massachusetts
$191K -$22K -258 -11%
GT
488
Glenmede Trust
Pennsylvania
$186K +$26.1K +306 +17%
SIC
489
Salem Investment Counselors
North Carolina
$172K – – –
SC
490
Sawyer & Company
Massachusetts
$170K +$166K +1,945 New
PA
491
Parallel Advisors
California
$165K -$43.5K -511 -21%
KFS
492
Kelly Financial Services
Massachusetts
$160K – – –
TCOV
493
Trust Company of Vermont
Vermont
$157K – – –
FWM
494
Focused Wealth Management
New York
$156K – – –
RWA
495
Ropes Wealth Advisors
Massachusetts
$154K -$43.5K -511 -22%
THWM
496
Taylor Hoffman Wealth Management
Virginia
$146K – – –
SBL
497
Sargent Bickham Lagudis
Colorado
$144K +$682 +8 +0.5%
LS
498
Livforsakringsbolaget Skandia
Sweden
$143K – – –
GI
499
Gradient Investments
Minnesota
$137K – – –
SPIA
500
Steward Partners Investment Advisory
New York
$136K +$17.6K +206 +15%
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