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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
576
Concourse Financial Group Securities
Alabama
$325K -$46.3K -581 -12%
BMSSC
577
B. Metzler seel. Sohn & Co
Germany
$323K – – –
AA
578
Ancora Advisors
Ohio
$319K +$2.95K +37 +0.9%
PCIA
579
Prime Capital Investment Advisors
Kansas
$319K -$56.6K -710 -14%
CAGAS
580
Capital Advisory Group Advisory Services
Minnesota
$316K +$71.2K +894 +27%
SLWA
581
San Luis Wealth Advisors
California
$316K – – –
API
582
Advisor Partners II
California
$315K +$24.7K +310 +8%
CCA
583
Checchi Capital Advisers
California
$315K +$69.7K +875 +27%
VHAM
584
Van Hulzen Asset Management
California
$311K -$15.9K -199 -5%
SIM
585
Stratos Investment Management
Ohio
$309K +$64.3K +807 +25%
MPW
586
Monterey Private Wealth
California
$308K – – –
AWM
587
Aspire Wealth Management
Massachusetts
$305K +$2.23K +28 +0.7%
LA
588
LVW Advisors
New York
$302K – – –
HH
589
Hilltop Holdings
Texas
$301K +$49.9K +626 +19%
EAM
590
Evanson Asset Management
California
$300K +$315K +3,948 New
AAA
591
Adams Asset Advisors
Texas
$299K – – –
SCA
592
Snowden Capital Advisors
New York
$297K – – –
APP
593
Avantax Planning Partners
Iowa
$296K +$57K +715 +22%
CAS
594
Coppell Advisory Solutions
Texas
$296K -$17.8K -223 -5%
CASC
595
Coppell Advisory Solutions Corp
Texas
$296K -$17.8K -223 -5%
LB
596
Leo Brokerage
Texas
$295K +$310K +3,894 New
PL
597
Plancorp LLC
Missouri
$294K +$2.07K +26 +0.7%
TI
598
TTP Investments
California
$291K -$1.2K -15 -0.4%
PIA
599
Perennial Investment Advisors
California
$290K +$21.6K +271 +8%
NYLIM
600
New York Life Investment Management
New York
$290K +$13.2K +166 +5%
22 23
24
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