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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
551
Aptus Capital Advisors
Alabama
$318K -$2.02K -25 -0.6%
WPW
552
Warther Private Wealth
Ohio
$318K – – –
PL
553
Plancorp LLC
Missouri
$316K -$565 -7 -0.2%
NYLIM
554
New York Life Investment Management
New York
$316K +$313K +3,885 New
HFA
555
High Falls Advisors
New York
$315K – – –
HPC
556
HM Payson & Co
Maine
$315K – – –
TI
557
TTP Investments
California
$315K +$8.15K +101 +3%
CPA
558
Capital Planning Advisors
California
$313K +$9.93K +123 +3%
BCM
559
Brookstone Capital Management
Illinois
$313K +$25.3K +314 +9%
RRA
560
Round Rock Advisors
Connecticut
$313K +$32.8K +406 +12%
CF
561
Clarity Financial
Texas
$312K -$13.4K -166 -4%
SCA
562
SMH Capital Advisors
Texas
$311K +$309K +3,830 New
LFG
563
Larson Financial Group
Missouri
$308K +$1.53K +19 +0.5%
CWM
564
Campbell Wealth Management
Virginia
$303K – – –
MSS
565
Mitchell Sinkler & Starr
Pennsylvania
$303K – – –
SLAM
566
Swiss Life Asset Management
$303K -$9.28K -115 -3%
RBCM
567
Raub Brock Capital Management
California
$302K – – –
SG
568
StoneX Group
New York
$300K -$26.1K -323 -8%
KIG
569
Kowal Investment Group
Wisconsin
$300K +$298K +3,693 New
BCV
570
Banque Cantonale Vaudoise
Switzerland
$299K – – –
OPS
571
Orion Portfolio Solutions
Nebraska
$298K +$22.8K +282 +8%
GWS
572
Glassman Wealth Services
Virginia
$296K – – –
X
573
Xponance
Pennsylvania
$296K +$295K +3,651 New
IA
574
Inspire Advisors
Idaho
$293K -$16K -198 -5%
V
575
Veritable
Delaware
$292K +$19.7K +244 +7%
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