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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
551
Arkadios Wealth Advisors
Georgia
$365K -$339K -4,260 -47%
IA
552
Inspire Advisors
Idaho
$362K +$1.83K +23 +0.5%
CW
553
CreativeOne Wealth
Kansas
$360K +$88.7K +1,113 +31%
TWM
554
Thrive Wealth Management
Pennsylvania
$357K +$12.1K +152 +3%
SSG
555
Summit Securities Group
New York
$356K -$16.3K -204 -4%
DA
556
Detalus Advisors
Missouri
$355K -$58.1K -729 -13%
RPCONE
557
Retirement Planning Company of New England
Rhode Island
$353K +$18.9K +237 +5%
CIM
558
Cambria Investment Management
California
$353K +$53K +665 +17%
DAC
559
Dividend Assets Capital
South Carolina
$352K – – –
AFP
560
Ausdal Financial Partners
Iowa
$351K +$65.8K +826 +22%
WS
561
Wedbush Securities
California
$349K +$1.04K +13 +0.3%
BAG
562
Bridgewealth Advisory Group
California
$348K -$170K -2,137 -32%
CAMV
563
Concord Asset Management (Virginia)
Virginia
$343K +$131K +1,638 +57%
IF
564
Intrua Financial
Texas
$342K +$2.71K +34 +0.7%
BCM
565
Beck Capital Management
Texas
$341K -$2.63K -33 -0.7%
KMWM
566
Keudell/Morrison Wealth Management
Oregon
$340K -$11.4K -143 -3%
WP
567
WealthSpring Partners
California
$338K – – –
MIM
568
MetLife Investment Management
New Jersey
$335K +$5.02K +63 +1%
ACI
569
Alpha Cubed Investments
California
$333K -$12.2K -153 -3%
PCM
570
Parsons Capital Management
Rhode Island
$333K – – –
BCM
571
BTC Capital Management
Iowa
$333K -$60.6K -761 -15%
CWA
572
Clearview Wealth Advisors
Oregon
$329K -$149K -1,869 -30%
GAM
573
Garrison Asset Management
Arkansas
$328K +$239 +3 +0.1%
VBFG
574
Vishria Bird Financial Group
Tennessee
$328K – – –
MGIA
575
Moneta Group Investment Advisors
Missouri
$328K +$29.6K +371 +9%
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23
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