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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
526
Summit Wealth Group
Vermont
$346K +$17.7K +216 +4%
DI
527
DFPG Investments
Utah
$346K +$408K +4,989 New
IP
528
Ignite Planners
California
$345K +$15K +183 +4%
SB
529
Strategic Blueprint
Georgia
$344K +$31.4K +383 +8%
PCM
530
Presidio Capital Management
California
$341K +$408K +4,986 New
VVP
531
Venture Visionary Partners
Ohio
$338K -$41.7K -510 -9%
FIM
532
Freedom Investment Management
Connecticut
$332K -$50.1K -612 -11%
DI
533
Diligent Investors
California
$332K -$3.44K -42 -0.9%
MSFS
534
Main Street Financial Solutions
Pennsylvania
$332K +$111K +1,361 +39%
ACM
535
Avalon Capital Management
California
$330K +$4.5K +55 +1%
SFA
536
Sequoia Financial Advisors
Ohio
$328K +$737 +9 +0.2%
PCM
537
Parsons Capital Management
Rhode Island
$328K +$12.5K +153 +3%
KMWM
538
Keudell/Morrison Wealth Management
Oregon
$328K +$21K +257 +6%
JIC
539
Joel Isaacson & Co
New York
$327K +$33.5K +409 +9%
CFGS
540
Concourse Financial Group Securities
Alabama
$326K -$7.45K -91 -2%
IA
541
Inspire Advisors
Idaho
$326K +$94K +1,149 +32%
BCM
542
BTC Capital Management
Iowa
$325K – – –
PP
543
Prudential plc
United Kingdom
$324K +$40.4K +493 +12%
SSG
544
Summit Securities Group
New York
$321K -$16.7K -204 -4%
CPO
545
Cerity Partners OCIO
New York
$321K -$8.35K -102 -2%
BC
546
Bridgefront Capital
Texas
$317K +$379K +4,634 New
DAC
547
Dividend Assets Capital
South Carolina
$314K – – –
WS
548
Wedbush Securities
California
$313K +$16.3K +199 +5%
ACI
549
Alpha Cubed Investments
California
$311K – – –
GWMIA
550
Global Wealth Management Investment Advisory
Florida
$309K +$28.6K +350 +8%
20 21
22
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