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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WC
501
Woodstock Corp
Massachusetts
$225K
TFA
502
Teamwork Financial Advisors
Texas
$225K +$218K +3,247 New
TC
503
TownSquare Capital
Utah
$224K +$217K +3,238 New
OWM
504
OneAscent Wealth Management
Alabama
$223K
MGIM
505
M&G Investment Management
United Kingdom
$218K
MOS
506
MGO One Seven
Ohio
$216K +$209K +3,121 New
FF
507
FourThought Financial
Florida
$215K -$48.6K -725 -19%
BWM
508
BCS Wealth Management
Tennessee
$215K
GRP
509
Global Retirement Partners
California
$214K +$46K +686 +29%
TC
510
Touchstone Capital
Pennsylvania
$210K -$27.1K -404 -12%
IWP
511
IAG Wealth Partners
Wisconsin
$210K
VA
512
Valmark Advisers
Ohio
$208K +$201K +3,004 New
NB
513
Norinchukin Bank
Japan
$205K -$12K -179 -6%
KMWM
514
Keudell/Morrison Wealth Management
Oregon
$203K +$196K +2,930 New
CCA
515
Conestoga Capital Advisors
Pennsylvania
$202K
FFA
516
First Foundation Advisors
California
$201K +$194K +2,897 New
IA
517
IndexIQ Advisors
New York
$197K +$25.3K +377 +15%
HDIM
518
Hanson & Doremus Investment Management
Vermont
$194K -$35.6K -531 -16%
SBSB
519
Sullivan, Bruyette, Speros & Blaney
Virginia
$194K
ARMT
520
Amica Retiree Medical Trust
Rhode Island
$193K
HPC
521
HM Payson & Co
Maine
$191K
FPS
522
Fieldpoint Private Securities
Connecticut
$188K
AIC
523
Ameritas Investment Company
Nebraska
$180K +$174K +2,602 New
CI
524
Clal Insurance
Israel
$178K +$169K +2,527 New
TPCW
525
TD Private Client Wealth
New York
$175K +$167K +2,485 +7,309%