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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
551
Moneta Group Investment Advisors
Missouri
$308K -$142K -1,729 -28%
BCM
552
Beck Capital Management
Texas
$307K +$3.85K +47 +1%
PA
553
Procyon Advisors
Connecticut
$306K -$573 -7 -0.2%
PAS
554
Park Avenue Securities
New York
$304K +$111K +1,362 +44%
RPCONE
555
Retirement Planning Company of New England
Rhode Island
$301K +$573 +7 +0.2%
AFP
556
Ausdal Financial Partners
Iowa
$301K +$85.5K +1,044 +31%
DWM
557
Doyle Wealth Management
Florida
$300K +$9.49K +116 +3%
KWM
558
Kingsview Wealth Management
Oregon
$300K +$10.1K +123 +3%
VBFG
559
Vishria Bird Financial Group
Tennessee
$296K – – –
GAM
560
Garrison Asset Management
Arkansas
$296K +$164 +2 +0%
KIG
561
Kowal Investment Group
Wisconsin
$295K +$50.9K +622 +17%
VHAM
562
Van Hulzen Asset Management
California
$294K +$100K +1,227 +40%
BMSSC
563
B. Metzler seel. Sohn & Co
Germany
$291K +$15.8K +193 +5%
PFO
564
Pathstone Family Office
New Jersey
$286K +$112K +1,368 +51%
SLWA
565
San Luis Wealth Advisors
California
$285K – – –
PCIA
566
Prime Capital Investment Advisors
Kansas
$285K +$341K +4,167 New
IP
567
Investment Partners
Ohio
$284K +$340K +4,152 New
AA
568
Ancora Advisors
Ohio
$282K +$164 +2 +0%
ACM
569
AlphaStar Capital Management
North Carolina
$281K -$20.5K -250 -6%
TWM
570
Thrive Wealth Management
Pennsylvania
$278K +$42.8K +523 +15%
PWMG
571
Provence Wealth Management Group
California
$277K +$327 +4 +0.1%
ACA
572
Aptus Capital Advisors
Alabama
$275K +$6.71K +82 +2%
MIM
573
MetLife Investment Management
New Jersey
$275K -$4.09K -50 -1%
S
574
SignatureFD
Georgia
$273K -$27.3K -334 -8%
FAG
575
Fortitude Advisory Group
Washington
$273K +$246 +3 +0.1%
21 22
23
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