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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
501
Global Retirement Partners
California
$166K +$53K +794 +49%
AWM
502
AllSquare Wealth Management
New York
$162K – – –
JCM
503
Jacobi Capital Management
Pennsylvania
$160K – – –
POIA
504
Pin Oak Investment Advisors
Texas
$148K – – –
BWP
505
Baldwin Wealth Partners
Massachusetts
$141K – – –
FWM
506
Focused Wealth Management
New York
$138K +$1K +15 +0.8%
SIC
507
Salem Investment Counselors
North Carolina
$136K – – –
SSB
508
Sandy Spring Bank
Maryland
$131K -$735 -11 -0.6%
PFGIA
509
Patriot Financial Group Insurance Agency
Massachusetts
$130K +$83.9K +1,256 +203%
BCP
510
Blue Chip Partners
Michigan
$128K +$1.34K +20 +1%
LS
511
Livforsakringsbolaget Skandia
Sweden
$127K – – –
KFS
512
Kelly Financial Services
Massachusetts
$126K – – –
SIS
513
Sound Income Strategies
Florida
$119K +$134 +2 +0.1%
PS
514
Planned Solutions
California
$114K – – –
TWM
515
Tradition Wealth Management
Minnesota
$114K +$110K +1,654 New
PA
516
Parallel Advisors
California
$112K +$1.6K +24 +2%
TCOV
517
Trust Company of Vermont
Vermont
$111K -$12K -179 -10%
FMP
518
Financial Management Professionals
Texas
$105K – – –
S
519
SignatureFD
Georgia
$97K +$15.3K +229 +19%
IFAM
520
Institutional & Family Asset Management
Colorado
$93K – – –
BII
521
Bainco International Investors
Massachusetts
$93K +$89.7K +1,343 New
KPCM
522
Kings Point Capital Management
New York
$86K – – –
IA
523
Inspire Advisors
Idaho
$86K +$83.5K +1,250 New
KFI
524
Key Financial Inc
Pennsylvania
$85K +$82K +1,228 New
RA
525
Reby Advisors
Connecticut
$84K +$81.2K +1,216 New
19 20
21
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