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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
DFCM
576
Dark Forest Capital Management
Puerto Rico
$138K +$138K +1,886 New
CI
577
Clal Insurance
Israel
$135K -$51.4K -702 -28%
CSPIA
578
Cary Street Partners Investment Advisory
Virginia
$134K -$8.34K -114 -6%
KFS
579
Kelly Financial Services
Massachusetts
$133K – – –
PA
580
Parallel Advisors
California
$128K +$10.9K +149 +9%
HFM
581
Harvest Fund Management
China
$125K -$121K -1,658 -49%
TWM
582
Tradition Wealth Management
Minnesota
$121K – – –
LCM
583
Logan Capital Management
Pennsylvania
$119K – – –
TCOV
584
Trust Company of Vermont
Vermont
$118K – – –
POIA
585
Pin Oak Investment Advisors
Texas
$112K – – –
FMP
586
Financial Management Professionals
Texas
$111K – – –
SIS
587
Sound Income Strategies
Florida
$107K +$7.83K +107 +8%
KFI
588
Key Financial Inc
Pennsylvania
$99K – – –
IFAM
589
Institutional & Family Asset Management
Colorado
$98K – – –
SB
590
Strategic Blueprint
Georgia
$96K +$96.6K +1,320 New
KPCM
591
Kings Point Capital Management
New York
$91K – – –
AWM
592
Accel Wealth Management
Iowa
$87K – – –
COCM
593
Charter Oak Capital Management
New Hampshire
$86K +$5.05K +69 +6%
BC
594
Barnett & Company
Tennessee
$84K -$26.9K -367 -24%
WT
595
Whittier Trust
California
$82K – – –
MA
596
MCF Advisors
Kentucky
$79K – – –
HS
597
Horan Securities
United States
$78K +$46.8K +640 +148%
SQA
598
Simon Quick Advisors
New Jersey
$77K +$1.1K +15 +1%
BBHC
599
Brown Brothers Harriman & Co
New York
$75K – – –
KTC
600
Kistler-Tiffany Companies
Pennsylvania
$73K – – –
22 23
24
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