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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
576
Ancora Advisors
Ohio
$319K +$3.38K +45 +1%
CAS
577
Coppell Advisory Solutions
Texas
$317K +$311K +4,140 New
CASC
578
Coppell Advisory Solutions Corp
Texas
$317K +$311K +4,140 New
CCM
579
CTC Capital Management
Illinois
$313K +$307K +4,084 New
MPW
580
Monterey Private Wealth
California
$311K +$8.71K +116 +3%
TSS
581
Two Sigma Securities
New York
$309K -$416K -5,533 -58%
MSS
582
Mitchell Sinkler & Starr
Pennsylvania
$307K +$24.9K +332 +9%
AWM
583
Aspire Wealth Management
Massachusetts
$306K +$2.48K +33 +0.8%
CIM
584
Cambria Investment Management
California
$305K +$300K +3,988 New
LA
585
LVW Advisors
New York
$305K +$299K +3,987 New
FAG
586
Fortitude Advisory Group
Washington
$305K -$676 -9 -0.2%
AAA
587
Adams Asset Advisors
Texas
$302K +$296K +3,945 New
SCA
588
Snowden Capital Advisors
New York
$300K -$3.68K -49 -1%
WPW
589
Warther Private Wealth
Ohio
$298K – – –
HPC
590
HM Payson & Co
Maine
$297K – – –
TI
591
TTP Investments
California
$295K -$6.54K -87 -2%
PL
592
Plancorp LLC
Missouri
$295K -$5.56K -74 -2%
API
593
Advisor Partners II
California
$294K +$25.6K +341 +10%
CAAS
594
Capital Asset Advisory Services
Michigan
$292K -$133K -1,774 -33%
PWMG
595
Provence Wealth Management Group
California
$292K -$18.1K -241 -6%
CPA
596
Capital Planning Advisors
California
$291K +$4.73K +63 +2%
AFP
597
Ausdal Financial Partners
Iowa
$291K -$45.2K -602 -14%
LFG
598
Larson Financial Group
Missouri
$289K +$1.8K +24 +0.6%
CAM
599
Cresset Asset Management
Illinois
$289K +$317K +4,223 New
ACM
600
AlphaStar Capital Management
North Carolina
$288K -$27K -360 -9%
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24
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