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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
576
Mystic Asset Management
Rhode Island
$316K – – –
DWP
577
Daymark Wealth Partners
Ohio
$316K -$25.1K -343 -7%
RWM
578
Ritholtz Wealth Management
New York
$308K +$29.8K +406 +10%
KWA
579
Kingswood Wealth Advisors
California
$308K +$2.64K +36 +0.8%
AIS
580
Advocate Investing Services
Maryland
$305K +$73 +1 +0%
CA
581
Commerzbank Aktiengesellschaft
Germany
$302K -$206K -2,810 -40%
SC
582
Syon Capital
California
$301K +$35.5K +484 +13%
SF
583
Symphony Financial
Texas
$298K +$44.7K +610 +17%
BWP
584
Barlow Wealth Partners
Kentucky
$297K – – –
TSS
585
Two Sigma Securities
New York
$296K +$304K +4,142 New
I
586
InceptionR
California
$294K -$1.62M -22,134 -84%
MAS
587
Meeder Advisory Services
Ohio
$291K +$62.7K +856 +27%
OFS
588
OneAscent Financial Services
Alabama
$290K +$48.3K +659 +19%
NAMNJ
589
NorthStar Asset Management (New Jersey)
New Jersey
$289K +$29.3K +400 +11%
PS
590
Principal Securities
Iowa
$288K +$62.4K +852 +27%
MSFS
591
Main Street Financial Solutions
Pennsylvania
$288K +$1.91K +26 +0.7%
PA
592
Parallel Advisors
California
$287K -$5.79K -79 -2%
BC
593
Bridgefront Capital
Texas
$287K +$294K +4,009 New
BW
594
Basepoint Wealth
Iowa
$286K +$3.81K +52 +1%
PTC
595
Philadelphia Trust Company
Pennsylvania
$286K – – –
SCA
596
Strathmore Capital Advisors
North Carolina
$285K -$39.3K -536 -12%
GT
597
Greenleaf Trust
Michigan
$284K -$8.13K -111 -3%
AC
598
AlphaCore Capital
California
$281K +$288K +3,924 New
WMS
599
Wealth Management Strategies
Pennsylvania
$278K +$3.66K +50 +1%
IWP
600
Insight Wealth Partners
Texas
$277K – – –
22 23
24
25 26