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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
476
Inspire Advisors
Idaho
$311K -$95.7K -1,680 -23%
PIA
477
Perennial Investment Advisors
California
$307K -$69.3K -1,217 -18%
GC
478
Gilbert & Cook
Iowa
$307K +$6.95K +122 +2%
GT
479
Glenmede Trust
Pennsylvania
$305K -$13.6K -239 -4%
CM
480
Crestline Management
Texas
$304K -$173K -3,043 -35%
SAM
481
Shell Asset Management
Netherlands
$300K – – –
CL
482
Choreo LLC
Illinois
$300K -$175K -3,069 -36%
DDC
483
DF Dent & Co
Maryland
$298K +$10.4K +183 +3%
IP
484
Ignite Planners
California
$297K -$17.8K -312 -5%
PFS
485
Prospera Financial Services
Texas
$294K -$40.8K -716 -12%
VFA
486
Valeo Financial Advisors
Indiana
$294K +$627 +11 +0.2%
FPW
487
Flagship Private Wealth
Massachusetts
$293K – – –
BW
488
Basepoint Wealth
Iowa
$293K -$6.38K -112 -2%
EH
489
Equitable Holdings
New York
$291K +$29.6K +520 +11%
PAG
490
Private Advisory Group
Washington
$290K – – –
CAM
491
Carret Asset Management
New York
$288K – – –
HH
492
Hilltop Holdings
Texas
$287K +$34.5K +606 +13%
AFCM
493
Applied Finance Capital Management
Puerto Rico
$287K – – –
CF
494
Claris Financial
Virginia
$286K +$300K +5,258 New
ECM
495
Everence Capital Management
Indiana
$286K +$299K +5,250 New
SI
496
Seeds Investor
New York
$286K +$25.6K +450 +9%
PCIA
497
Prime Capital Investment Advisors
Kansas
$286K -$9.23K -162 -3%
JWM
498
Jackson Wealth Management
Florida
$285K -$8.6K -151 -3%
ACL
499
Applied Capital LLC
Florida
$285K +$59.1K +1,037 +25%
MSFS
500
Main Street Financial Solutions
Pennsylvania
$283K -$34.2K -600 -10%
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