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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
526
Monterey Private Wealth
California
$318K – – –
CF
527
Clarity Financial
Texas
$317K – – –
PP
528
Prudential plc
United Kingdom
$317K +$308K +4,009 New
TFS
529
Thoroughbred Financial Services
Tennessee
$317K +$308K +4,013 New
LA
530
LVW Advisors
New York
$316K – – –
FFA
531
First Foundation Advisors
California
$314K +$11.3K +147 +4%
ACA
532
Aptus Capital Advisors
Alabama
$313K +$299K +3,896 New
IMRF
533
Illinois Municipal Retirement Fund
Illinois
$312K – – –
WPW
534
Warther Private Wealth
Ohio
$312K – – –
SWM
535
Silverlake Wealth Management
Vermont
$311K +$230 +3 +0.1%
AA
536
Ancora Advisors
Ohio
$310K -$3.84K -50 -1%
AWM
537
Aspire Wealth Management
Massachusetts
$309K +$2.07K +27 +0.7%
PL
538
Plancorp LLC
Missouri
$309K +$2.92K +38 +1%
PWMG
539
Provence Wealth Management Group
California
$308K +$7.36K +96 +3%
S
540
SignatureFD
Georgia
$308K +$37.2K +485 +14%
SCM
541
Schnieders Capital Management
California
$308K +$86.1K +1,123 +41%
HFA
542
High Falls Advisors
New York
$307K – – –
HPC
543
HM Payson & Co
Maine
$307K – – –
MIM
544
MetLife Investment Management
New Jersey
$305K +$296K +3,857 New
MSFS
545
Main Street Financial Solutions
Pennsylvania
$304K -$80.5K -1,050 -21%
HWM
546
HB Wealth Management
Georgia
$304K +$294K +3,837 New
SLAM
547
Swiss Life Asset Management
$302K -$1.3M -16,958 -82%
IA
548
Inspire Advisors
Idaho
$302K +$4.99K +65 +2%
TI
549
TTP Investments
California
$300K -$10.3K -134 -3%
LFG
550
Larson Financial Group
Missouri
$299K +$1.61K +21 +0.6%
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