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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
576
Sandy Spring Bank
Maryland
$174K -$27K -355 -13%
IWP
577
IAG Wealth Partners
Wisconsin
$170K -$10K -132 -5%
CFA
578
Cahill Financial Advisors
Minnesota
$169K +$179K +2,355 New
AWM
579
AllSquare Wealth Management
New York
$168K – – –
RDFA
580
Ritter Daniher Financial Advisory
Ohio
$166K -$72.9K -958 -29%
PA
581
Parallel Advisors
California
$156K +$32K +421 +24%
AAM
582
Advisors Asset Management
Colorado
$155K +$12.3K +162 +8%
AIG
583
American International Group
New York
$149K -$13.2K -173 -8%
PCM
584
Penserra Capital Management
California
$148K +$114K +1,501 +257%
FWM
585
Focused Wealth Management
New York
$146K +$1.07K +14 +0.7%
CI
586
Clal Insurance
Israel
$144K +$11.9K +156 +9%
SIC
587
Salem Investment Counselors
North Carolina
$141K – – –
PFGIA
588
Patriot Financial Group Insurance Agency
Massachusetts
$135K -$6.78K -89 -4%
KFS
589
Kelly Financial Services
Massachusetts
$130K – – –
TWM
590
Tradition Wealth Management
Minnesota
$118K – – –
LCM
591
Logan Capital Management
Pennsylvania
$117K – – –
POIA
592
Pin Oak Investment Advisors
Texas
$110K – – –
PA
593
PSI Advisors
Florida
$110K +$117K +1,542 New
FMP
594
Financial Management Professionals
Texas
$108K – – –
SIS
595
Sound Income Strategies
Florida
$105K +$228 +3 +0.2%
IFAM
596
Institutional & Family Asset Management
Colorado
$96K – – –
EI
597
Ellevest Inc
New York
$96K +$42.8K +562 +72%
COCM
598
Charter Oak Capital Management
New Hampshire
$91K +$7.54K +99 +8%
SC
599
SouthState Corp
Florida
$91K +$96.7K +1,270 New
KFI
600
Key Financial Inc
Pennsylvania
$90K – – –
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