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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
VBFG
551
Vishria Bird Financial Group
Tennessee
$229K – – –
AA
552
Ancora Advisors
Ohio
$228K -$7.82K -122 -3%
MIM
553
MetLife Investment Management
New Jersey
$227K +$384 +6 +0.1%
BFEC
554
Benjamin F. Edwards & Company
Missouri
$223K -$183K -2,859 -40%
SSG
555
Summit Securities Group
New York
$222K -$32.7K -511 -11%
AWM
556
Accurate Wealth Management
Florida
$222K +$39.2K +612 +18%
SLWA
557
San Luis Wealth Advisors
California
$221K – – –
HPC
558
HM Payson & Co
Maine
$221K – – –
CAGAS
559
Capital Advisory Group Advisory Services
Minnesota
$221K +$267K +4,168 New
LMKC
560
L.M. Kohn & Company
Ohio
$220K +$39.2K +612 +17%
CWA
561
Clearview Wealth Advisors
Oregon
$219K -$8.46K -132 -3%
AWM
562
Aspire Wealth Management
Massachusetts
$217K +$2.24K +35 +0.9%
WC
563
Wexford Capital
Florida
$216K +$262K +4,084 New
BCM
564
Brookstone Capital Management
Illinois
$215K -$68K -1,062 -21%
AWE
565
Avidian Wealth Enterprises
Texas
$214K +$55.7K +869 +27%
LFG
566
Larson Financial Group
Missouri
$214K +$6.92K +108 +3%
CPA
567
Capital Planning Advisors
California
$214K +$13.5K +211 +6%
EAM
568
Evanson Asset Management
California
$213K +$384 +6 +0.1%
PL
569
Plancorp LLC
Missouri
$212K +$8.26K +129 +3%
LA
570
LVW Advisors
New York
$211K – – –
GCM
571
Gallacher Capital Management
Colorado
$211K -$213K -3,325 -45%
MPW
572
Monterey Private Wealth
California
$209K -$7.43K -116 -3%
TF
573
Tompkins Financial
New York
$209K +$226K +3,522 +849%
CFGS
574
Concourse Financial Group Securities
Alabama
$208K +$9.93K +155 +4%
SF
575
Synovus Financial
Georgia
$207K +$250K +3,904 New
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