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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
576
Snowden Capital Advisors
New York
$271K +$1.8K +22 +0.6%
AWM
577
Aspire Wealth Management
Massachusetts
$271K +$2.13K +26 +0.7%
TI
578
TTP Investments
California
$269K +$4.34K +53 +1%
PL
579
Plancorp LLC
Missouri
$268K +$2.46K +30 +0.8%
MPW
580
Monterey Private Wealth
California
$266K – – –
WPW
581
Warther Private Wealth
Ohio
$266K – – –
HFA
582
High Falls Advisors
New York
$265K – – –
HPC
583
HM Payson & Co
Maine
$265K – – –
OSAM
584
O'Shaughnessy Asset Management
Connecticut
$263K +$82.8K +1,011 +36%
X
585
Xponance
Pennsylvania
$260K +$12.9K +158 +4%
NYLIM
586
New York Life Investment Management
New York
$258K -$9.74K -119 -3%
LFG
587
Larson Financial Group
Missouri
$257K -$3.77K -46 -1%
TNBTD
588
Trustmark National Bank Trust Department
Mississippi
$257K +$99K +1,210 +47%
SWM
589
Silverlake Wealth Management
Vermont
$255K -$16.5K -201 -5%
CPA
590
Capital Planning Advisors
California
$255K -$10.1K -123 -3%
SWMP
591
Signature Wealth Management Partners
New Jersey
$255K +$305K +3,724 New
REMPR
592
Roof Eidam Maycock Peralta (REMP)
California
$255K +$305K +3,727 New
RBCM
593
Raub Brock Capital Management
California
$254K – – –
MSS
594
Mitchell Sinkler & Starr
Pennsylvania
$252K -$4.17K -51 -1%
MPW
595
MA Private Wealth
California
$252K – – –
GWS
596
Glassman Wealth Services
Virginia
$252K +$3.44K +42 +1%
BCV
597
Banque Cantonale Vaudoise
Switzerland
$251K – – –
SCM
598
Schnieders Capital Management
California
$250K -$69K -843 -19%
AWM
599
Accurate Wealth Management
Florida
$246K +$289K +3,533 New
V
600
Veritable
Delaware
$245K -$1.72K -21 -0.6%
22 23
24
25 26