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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
526
High Falls Advisors
New York
$312K – – –
AAS
527
Ameritas Advisory Services
Nebraska
$312K +$297K +3,878 New
AWM
528
Aspire Wealth Management
Massachusetts
$312K +$297K +3,880 New
TWM
529
Thrive Wealth Management
Pennsylvania
$312K +$298K +3,887 New
HPC
530
HM Payson & Co
Maine
$311K +$85.7K +1,119 +41%
WPW
531
Warther Private Wealth
Ohio
$310K – – –
PL
532
Plancorp LLC
Missouri
$310K +$2.98K +39 +1%
GWANC
533
Guardian Wealth Advisors (North Carolina)
North Carolina
$309K +$295K +3,848 New
FFA
534
First Foundation Advisors
California
$307K -$842 -11 -0.3%
PWMG
535
Provence Wealth Management Group
California
$305K +$290K +3,792 New
CPA
536
Capital Planning Advisors
California
$303K +$4.59K +60 +2%
LFG
537
Larson Financial Group
Missouri
$302K +$288K +3,760 New
IA
538
Inspire Advisors
Idaho
$301K +$16.1K +211 +6%
AIA
539
Arrow Investment Advisors
Maryland
$300K -$26.1K -341 -8%
CWM
540
Campbell Wealth Management
Virginia
$300K – – –
GWS
541
Glassman Wealth Services
Virginia
$300K +$7.35K +96 +3%
MSS
542
Mitchell Sinkler & Starr
Pennsylvania
$300K +$17.6K +230 +7%
AP
543
Advisor Partners
California
$298K -$2.07K -27 -0.7%
BCV
544
Banque Cantonale Vaudoise
Switzerland
$296K – – –
FCC
545
Flower City Capital
New York
$295K +$277K +3,625 New
TFA
546
Teamwork Financial Advisors
Texas
$291K -$19.8K -259 -7%
MPW
547
MA Private Wealth
California
$288K +$1.45K +19 +0.5%
FAG
548
Fortitude Advisory Group
Washington
$287K +$272K +3,560 New
OPS
549
Orion Portfolio Solutions
Nebraska
$287K +$274K +3,575 New
GCC
550
Guardian Capital (Canada)
Ontario, Canada
$287K +$274K +3,576 New
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