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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
526
Ropes Wealth Advisors
Massachusetts
$138K – – –
PCM
527
Prelude Capital Management
New York
$131K +$140K +1,668 New
OPS
528
Orion Portfolio Solutions
Nebraska
$131K +$140K +1,674 New
THWM
529
Taylor Hoffman Wealth Management
Virginia
$130K – – –
SBL
530
Sargent Bickham Lagudis
Colorado
$129K +$670 +8 +0.5%
GI
531
Gradient Investments
Minnesota
$123K – – –
TFA
532
Tobias Financial Advisors
Florida
$122K +$131K +1,559 New
LWS
533
Lucia Wealth Services
California
$119K -$55.9K -667 -30%
FMP
534
Financial Management Professionals
Texas
$119K – – –
AIM
535
AIA Investment Management
Singapore
$110K +$32.8K +392 +39%
KPCM
536
Kings Point Capital Management
New York
$109K – – –
GWMIA
537
Global Wealth Management Investment Advisory
Florida
$107K -$5.61K -67 -5%
JFA
538
JNBA Financial Advisors
Minnesota
$107K – – –
IFAM
539
Institutional & Family Asset Management
Colorado
$106K – – –
PO
540
Private Ocean
California
$104K +$103K +1,230 +1,309%
NIT
541
NumerixS Investment Technologies
British Columbia, Canada
$104K +$111K +1,327 New
PA
542
PSI Advisors
Florida
$99K +$106K +1,263 New
KTC
543
Kistler-Tiffany Companies
Pennsylvania
$96K – – –
LS
544
Livforsakringsbolaget Skandia
Sweden
$88K -$42.8K -511 -31%
WT
545
Whittier Trust
California
$88K – – –
FGAM
546
Financial Gravity Asset Management
Texas
$86K -$6.79K -81 -49%
GDP
547
Great Diamond Partners
Maine
$85K +$91.5K +1,092 New
HWA
548
Heritage Wealth Advisors
Virginia
$84.4K +$26K +310 +40%
QAM
549
QCI Asset Management
New York
$83K +$838 +10 +1%
BBHC
550
Brown Brothers Harriman & Co
New York
$80K -$1K -12 -1%
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