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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
501
Ameritas Investment Company
Nebraska
$136K +$132K +1,552 New
FMP
502
Financial Management Professionals
Texas
$133K +$129K +1,514 New
RIA
503
Realta Investment Advisors
Delaware
$131K – – –
BCP
504
Blue Chip Partners
Michigan
$130K +$126K +1,484 New
SFA
505
Semmax Financial Advisors
North Carolina
$129K – – –
DP
506
Denver PWM
Colorado
$127K +$123K +1,448 New
GWMIA
507
Global Wealth Management Investment Advisory
Florida
$126K – – –
KPCM
508
Kings Point Capital Management
New York
$122K +$13K +153 +12%
JFA
509
JNBA Financial Advisors
Minnesota
$120K -$41.1K -482 -26%
IFAM
510
Institutional & Family Asset Management
Colorado
$118K – – –
CSS
511
Cubist Systematic Strategies
Connecticut
$110K -$1.89M -22,159 -95%
KTC
512
Kistler-Tiffany Companies
Pennsylvania
$107K – – –
WT
513
Whittier Trust
California
$98K – – –
RCAG
514
Rehmann Capital Advisory Group
Michigan
$93.2K – – –
QAM
515
QCI Asset Management
New York
$92K +$1.02K +12 +1%
BBHC
516
Brown Brothers Harriman & Co
New York
$91K – – –
AIM
517
AIA Investment Management
Singapore
$89K +$86.3K +1,013 New
IF
518
Ironwood Financial
Arizona
$86K – – –
TSW
519
Thompson Siegel & Walmsley
Virginia
$85K – – –
CFGS
520
Concourse Financial Group Securities
Alabama
$82K -$411K -4,823 -84%
BWM
521
Baystate Wealth Management
Massachusetts
$82K +$11.3K +133 +17%
EWM
522
Elmwood Wealth Management
California
$81K – – –
ADL
523
Asset Dedication LLC
California
$81K +$78.8K +925 New
BCI
524
Brinker Capital Investments
Pennsylvania
$79K – – –
PGAM
525
Princeton Global Asset Management
New Jersey
$79K – – –
19 20
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