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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Savant Capital
Illinois
$341K -$17.5K -284 -5%
DDC
502
DF Dent & Co
Maryland
$341K – – –
HHRDM
503
H&H Retirement Design & Management
Nevada
$340K – – –
PIA
504
Perennial Investment Advisors
California
$335K -$3.45K -56 -1%
IMCOOI
505
Investment Management Corp of Ontario (IMCO)
Canada
$332K -$55.4K -900 -14%
CFD
506
Creative Financial Designs
Indiana
$332K +$2.15K +35 +0.7%
DAS
507
Dynamic Advisor Solutions
Arizona
$331K -$540K -8,775 -62%
CAM
508
Carret Asset Management
New York
$329K – – –
SI
509
Seeds Investor
New York
$328K -$32.4K -526 -9%
NW
510
NewEdge Wealth
Pennsylvania
$326K -$54.2K -880 -15%
FPW
511
Flagship Private Wealth
Massachusetts
$323K – – –
BEI
512
Benjamin Edwards Inc
Missouri
$321K +$4.56K +74 +1%
WDC
513
Woodward Diversified Capital
California
$318K +$314K +5,094 New
OIA
514
OneDigital Investment Advisors
Kansas
$317K -$90K -1,462 -22%
RBWA
515
RFG - Bristol Wealth Advisors
Massachusetts
$317K +$493 +8 +0.2%
FLI
516
Family Legacy Inc
South Carolina
$312K +$4.8K +78 +2%
SWG
517
Summit Wealth Group
Vermont
$310K +$924 +15 +0.3%
AF
518
Apollon Financial
South Carolina
$310K +$3.33K +54 +1%
GS
519
GWN Securities
Florida
$309K -$120K -1,956 -28%
KIM
520
Kestra Investment Management
Texas
$307K -$190K -3,078 -38%
KAS
521
KPP Advisory Services
Kentucky
$306K -$3.08K -50 -1%
IA
522
Inspire Advisors
Idaho
$300K -$39.2K -637 -12%
EGM
523
Engineers Gate Manager
New York
$299K +$296K +4,800 New
AWM
524
Accurate Wealth Management
Florida
$299K +$1.23K +20 +0.4%
CF
525
Claris Financial
Virginia
$295K -$32.1K -522 -10%
19 20
21
22 23