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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Profund Advisors
Maryland
$204K -$32.7K -526 -15%
HL
477
HeadInvest LLC
Maine
$203K +$190K +3,060 New
PHIMC
478
Private Harbour Investment Management & Counsel
Ohio
$203K +$190K +3,063 New
TC
479
TownSquare Capital
Utah
$202K -$23.2K -373 -11%
FHC
480
First Heartland Consultants
Missouri
$202K +$190K +3,051 New
SBSB
481
Sullivan, Bruyette, Speros & Blaney
Virginia
$199K – – –
LWM
482
Lenox Wealth Management
Ohio
$194K – – –
APA
483
American Portfolios Advisors
New York
$185K -$14.9K -240 -8%
ARMT
484
Amica Retiree Medical Trust
Rhode Island
$184K – – –
SF
485
Synovus Financial
Georgia
$183K -$202K -3,245 -54%
EIP
486
Ellis Investment Partners
Pennsylvania
$183K +$149K +2,391 +731%
IWP
487
IAG Wealth Partners
Wisconsin
$160K -$10.8K -174 -7%
AWM
488
AllSquare Wealth Management
New York
$156K -$6.34K -102 -4%
JCM
489
Jacobi Capital Management
Pennsylvania
$154K +$17.1K +276 +14%
AIG
490
American International Group
New York
$151K -$34.7K -558 -20%
AAM
491
Advisors Asset Management
Colorado
$149K -$180K -2,897 -56%
HPC
492
HM Payson & Co
Maine
$149K -$116K -1,869 -45%
GWMIA
493
Global Wealth Management Investment Advisory
Florida
$148K +$17.8K +286 +15%
POIA
494
Pin Oak Investment Advisors
Texas
$142K – – –
CFD
495
Creative Financial Designs
Indiana
$141K +$133K +2,135 New
KPW
496
Kore Private Wealth
New York
$137K – – –
BWP
497
Baldwin Wealth Partners
Massachusetts
$135K -$127K -2,042 -50%
VI
498
Vestcor Inc
New Brunswick, Canada
$130K -$234K -3,771 -66%
SIC
499
Salem Investment Counselors
North Carolina
$130K – – –
PA
500
Parallel Advisors
California
$126K -$2.11K -34 -2%
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