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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
476
Prio Wealth Limited Partnership
Massachusetts
$248K – – –
SFS
477
Sowell Financial Services
Arkansas
$247K -$266K -3,180 -50%
LI
478
LVZ Inc
Michigan
$247K – – –
RCM
479
RB Capital Management
Nevada
$243K +$259K +3,095 New
BWM
480
BCS Wealth Management
Tennessee
$243K +$260K +3,104 New
DC
481
Derby & Company
Massachusetts
$241K – – –
HIMC
482
Heritage Investors Management Corp
Maryland
$240K – – –
QCG
483
Quadrant Capital Group
Ohio
$240K +$223K +2,658 +510%
EGM
484
Engineers Gate Manager
New York
$240K +$257K +3,064 New
BAS
485
Brown Advisory Securities
Maryland
$238K – – –
DAS
486
Dynamic Advisor Solutions
Arizona
$232K – – –
RIA
487
Realta Investment Advisors
Delaware
$231K +$111K +1,321 +88%
IWP
488
IAG Wealth Partners
Wisconsin
$231K +$247K +2,943 New
LNWWM
489
Laird Norton Wetherby Wealth Management
California
$229K -$69.5K -830 -22%
LWM
490
Lenox Wealth Management
Ohio
$229K – – –
CT
491
Cambridge Trust
Massachusetts
$227K – – –
WIC
492
Whitegate Investment Counselors
New Hampshire
$226K -$25.6K -305 -10%
ACM
493
AlphaStar Capital Management
North Carolina
$226K +$168 +2 +0.1%
WAG
494
Winthrop Advisory Group
Massachusetts
$226K +$40.5K +483 +20%
PA
495
Prism Advisors
California
$223K – – –
WPP
496
Whalerock Point Partners
Rhode Island
$223K – – –
SCM
497
Stevens Capital Management
Pennsylvania
$219K +$234K +2,791 New
SBSB
498
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K +$234K +2,795 New
ARMT
499
Amica Retiree Medical Trust
Rhode Island
$218K – – –
PIA
500
Perennial Investment Advisors
California
$217K +$232K +2,769 New
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