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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
576
Kathmere Capital Management
Pennsylvania
$322K +$33.3K +454 +11%
DAC
577
Dividend Assets Capital
South Carolina
$322K – – –
MA
578
MKT Advisors
California
$320K -$130K -1,771 -28%
EFG
579
Ethos Financial Group
Pennsylvania
$318K -$95.6K -1,304 -23%
MAM
580
Mystic Asset Management
Rhode Island
$316K – – –
DWP
581
Daymark Wealth Partners
Ohio
$316K -$25.1K -343 -7%
RWM
582
Ritholtz Wealth Management
New York
$308K +$29.8K +406 +10%
KWA
583
Kingswood Wealth Advisors
California
$308K +$2.64K +36 +0.8%
AIS
584
Advocate Investing Services
Maryland
$305K +$73 +1 +0%
CA
585
Commerzbank Aktiengesellschaft
Germany
$302K -$206K -2,810 -40%
SC
586
Syon Capital
California
$301K +$35.5K +484 +13%
SF
587
Symphony Financial
Texas
$298K +$44.7K +610 +17%
BWP
588
Barlow Wealth Partners
Kentucky
$297K – – –
TSS
589
Two Sigma Securities
New York
$296K +$304K +4,142 New
I
590
InceptionR
California
$294K -$1.62M -22,134 -84%
MAS
591
Meeder Advisory Services
Ohio
$291K +$62.7K +856 +27%
OFS
592
OneAscent Financial Services
Alabama
$290K +$48.3K +659 +19%
NAMNJ
593
NorthStar Asset Management (New Jersey)
New Jersey
$289K +$29.3K +400 +11%
PS
594
Principal Securities
Iowa
$288K +$62.4K +852 +27%
MSFS
595
Main Street Financial Solutions
Pennsylvania
$288K +$1.91K +26 +0.7%
PA
596
Parallel Advisors
California
$287K -$5.79K -79 -2%
BC
597
Bridgefront Capital
Texas
$287K +$294K +4,009 New
BW
598
Basepoint Wealth
Iowa
$286K +$3.81K +52 +1%
PTC
599
Philadelphia Trust Company
Pennsylvania
$286K – – –
SCA
600
Strathmore Capital Advisors
North Carolina
$285K -$39.3K -536 -12%
22 23
24
25 26