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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
526
Colony Family Offices
North Carolina
$396K – – –
CTA
527
Chesley Taft & Associates
Illinois
$396K – – –
CWG
528
Cornerstone Wealth Group
North Carolina
$395K -$30K -399 -7%
AA
529
Argent Advisors
Louisiana
$395K – – –
BFM
530
Boothbay Fund Management
New York
$395K +$388K +5,164 New
RCM
531
Raleigh Capital Management
North Carolina
$395K +$5.56K +74 +1%
BCM
532
BTC Capital Management
Iowa
$394K +$29.7K +396 +8%
IF
533
Intrua Financial
Texas
$391K -$35.8K -477 -9%
SWG
534
Summit Wealth Group
Vermont
$387K – – –
BW
535
Basepoint Wealth
Iowa
$387K -$17K -226 -4%
MSFS
536
Main Street Financial Solutions
Pennsylvania
$383K +$10.8K +144 +3%
CD
537
Chapin Davis
Maryland
$381K +$374K +4,974 New
HI
538
Harbour Investments
Wisconsin
$379K +$161K +2,145 +76%
GC
539
Gilbert & Cook
Iowa
$377K +$6.23K +83 +2%
PCIA
540
Prime Capital Investment Advisors
Kansas
$376K +$56K +745 +18%
XT
541
XTX Topco
Cayman Islands
$375K +$368K +4,901 New
SSG
542
Summit Securities Group
New York
$375K +$15.3K +204 +4%
BC
543
Bridgefront Capital
Texas
$375K +$19.8K +263 +6%
DI
544
Diligent Investors
California
$373K +$826 +11 +0.2%
CFGS
545
Concourse Financial Group Securities
Alabama
$373K +$8.34K +111 +2%
JIC
546
Joel Isaacson & Co
New York
$370K +$3.83K +51 +1%
MM
547
MQS Management
New York
$368K -$656K -8,734 -65%
VI
548
Versor Investments
New York
$366K -$1.24M -16,540 -78%
CCIA
549
Campbell & Co Investment Adviser
Maryland
$366K -$322K -4,292 -47%
IA
550
Inspire Advisors
Idaho
$363K -$1.28K -17 -0.4%
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