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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
476
Brookstone Capital Management
Illinois
$200K +$2.76K +41 +1%
AII
477
AGF Investments Inc
Ontario, Canada
$193K +$203K +3,020 New
SBSB
478
Sullivan, Bruyette, Speros & Blaney
Virginia
$191K – – –
HPC
479
HM Payson & Co
Maine
$189K +$48.2K +715 +32%
APA
480
American Portfolios Advisors
New York
$180K +$2.02K +30 +1%
ARMT
481
Amica Retiree Medical Trust
Rhode Island
$178K – – –
EIP
482
Ellis Investment Partners
Pennsylvania
$176K +$2.83K +42 +2%
NICM
483
Neo Ivy Capital Management
New York
$152K +$161K +2,385 New
AWM
484
AllSquare Wealth Management
New York
$150K – – –
JCM
485
Jacobi Capital Management
Pennsylvania
$148K – – –
AIG
486
American International Group
New York
$145K -$472 -7 -0.3%
GSWM
487
Golden State Wealth Management
California
$142K +$150K +2,222 New
POIA
488
Pin Oak Investment Advisors
Texas
$137K – – –
BWP
489
Baldwin Wealth Partners
Massachusetts
$130K – – –
CSPIA
490
Cary Street Partners Investment Advisory
Virginia
$128K +$136K +2,013 New
FWM
491
Focused Wealth Management
New York
$126K +$12.7K +188 +10%
SIC
492
Salem Investment Counselors
North Carolina
$125K – – –
SSB
493
Sandy Spring Bank
Maryland
$122K +$741 +11 +0.6%
QCG
494
Quadrant Capital Group
Ohio
$119K +$63.1K +936 +101%
BCP
495
Blue Chip Partners
Michigan
$117K -$189K -2,803 -60%
LS
496
Livforsakringsbolaget Skandia
Sweden
$117K – – –
KFS
497
Kelly Financial Services
Massachusetts
$116K – – –
TCOV
498
Trust Company of Vermont
Vermont
$114K – – –
LWS
499
Lucia Wealth Services
California
$112K +$33K +490 +39%
SIS
500
Sound Income Strategies
Florida
$110K +$16.9K +251 +17%
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