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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
476
Glenmede Trust
Pennsylvania
$330K -$5.69K -101 -2%
VI
477
Versor Investments
New York
$330K -$186K -3,300 -36%
PAM
478
Panagora Asset Management
Massachusetts
$330K -$520K -9,218 -61%
TNA
479
True North Advisors
Texas
$327K – – –
QWM
480
Quadcap Wealth Management
Texas
$326K -$5.8K -103 -2%
GC
481
Gratus Capital
Georgia
$325K +$332K +5,899 New
HHRDM
482
H&H Retirement Design & Management
Nevada
$325K – – –
AFCM
483
Applied Finance Capital Management
Puerto Rico
$324K +$332K +5,884 New
MOS
484
MGO One Seven
Ohio
$323K -$71.6K -1,270 -18%
WWM
485
Western Wealth Management
Colorado
$321K -$44K -780 -12%
RPCONE
486
Retirement Planning Company of New England
Rhode Island
$319K -$20.8K -369 -6%
RW
487
Rockport Wealth
Ohio
$318K – – –
JCM
488
Jacobi Capital Management
Pennsylvania
$317K +$1.52K +27 +0.5%
WFS
489
Widmann Financial Services
Maryland
$317K -$5.64K -100 -2%
ACG
490
Allen Capital Group
Nebraska
$317K – – –
LMIM
491
Lockheed Martin Investment Management
Maryland
$317K -$187K -3,325 -37%
PCIA
492
Prime Capital Investment Advisors
Kansas
$316K -$4.23K -75 -1%
IP
493
Ignite Planners
California
$316K +$2.31K +41 +0.7%
CCM
494
Cullen Capital Management
New York
$315K – – –
GT
495
Greenleaf Trust
Michigan
$315K +$322K +5,720 New
PA
496
Profund Advisors
Maryland
$312K -$36.6K -649 -10%
SF
497
Symphony Financial
Texas
$311K +$1.24K +22 +0.4%
TMAM
498
Tokio Marine Asset Management
Japan
$306K – – –
DDC
499
DF Dent & Co
Maryland
$306K +$15.1K +268 +5%
GC
500
Gilbert & Cook
Iowa
$305K -$29K -514 -8%
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