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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
551
Versor Investments
New York
$260K -$108K -1,815 -30%
SF
552
SWP Financial
California
$260K -$10.8K -182 -4%
BFWM
553
Bright Futures Wealth Management
New York
$260K -$9.78K -165 -3%
HAS
554
HBW Advisory Services
California
$260K -$76.5K -1,290 -24%
GHA
555
GW Henssler & Associates
Georgia
$259K +$247K +4,159 New
LFG
556
Larson Financial Group
Missouri
$255K +$3.56K +60 +1%
DBRC
557
D.B. Root & Company
Pennsylvania
$253K -$211K -3,566 -47%
CIM
558
Centersquare Investment Management
Pennsylvania
$253K -$253K -4,263 -51%
PIP
559
Peachtree Investment Partners
Florida
$253K +$2.31K +39 +1%
RIM
560
Rakuten Investment Management
Japan
$251K +$59K +995 +33%
TSS
561
Two Sigma Securities
New York
$251K -$52K -878 -18%
LA
562
LexAurum Advisors
Kansas
$250K -$26.7K -450 -10%
CB
563
Cadence Bank
Mississippi
$249K -$7.83K -132 -3%
AWM
564
Accurate Wealth Management
Florida
$249K +$16.4K +277 +7%
GM
565
GeoWealth Management
Illinois
$247K -$85.4K -1,441 -27%
MPW
566
Monterey Private Wealth
California
$246K – – –
PCM
567
Parsons Capital Management
Rhode Island
$246K – – –
KCM
568
Kathmere Capital Management
Pennsylvania
$244K -$58.6K -988 -20%
OIA
569
Optimum Investment Advisors
Illinois
$243K -$136K -2,300 -37%
CFGS
570
Concourse Financial Group Securities
Alabama
$242K -$12.2K -205 -5%
TWM
571
Tradition Wealth Management
Minnesota
$242K – – –
KAS
572
KPP Advisory Services
Kentucky
$240K -$10.6K -179 -4%
IWP
573
Insight Wealth Partners
Texas
$238K -$77.1K -1,301 -25%
M1FG
574
Mach-1 Financial Group
Arkansas
$237K -$3.26K -55 -1%
CAGAS
575
Capital Advisory Group Advisory Services
Minnesota
$236K -$11.9K -200 -5%
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