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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
601
Kings Point Capital Management
New York
$89K – – –
AWM
602
Accel Wealth Management
Iowa
$85K – – –
CT
603
Caldwell Trust
Florida
$84K +$77.7K +1,021 +667%
WT
604
Whittier Trust
California
$80K – – –
SCA
605
Stonebridge Capital Advisors
Minnesota
$80K +$60.5K +795 +242%
SQA
606
Simon Quick Advisors
New Jersey
$76K +$1.07K +14 +1%
BWP
607
Baldwin Wealth Partners
Massachusetts
$73K -$77.7K -1,021 -50%
BBHC
608
Brown Brothers Harriman & Co
New York
$73K – – –
BWM
609
Baystate Wealth Management
Massachusetts
$72K +$45.1K +593 +143%
KTC
610
Kistler-Tiffany Companies
Pennsylvania
$71K – – –
IF
611
Ironwood Financial
Arizona
$70K – – –
QCG
612
Quadrant Capital Group
Ohio
$69K +$6.01K +79 +9%
MA
613
MCF Advisors
Kentucky
$65K -$12.8K -168 -16%
FDCDDQ
614
Federation des caisses Desjardins du Quebec
Quebec, Canada
$64.7K +$17.1K +224 +33%
PGAM
615
Princeton Global Asset Management
New Jersey
$63K – – –
TWA
616
TCI Wealth Advisors
Arizona
$62K +$2.06K +27 +3%
CWM
617
Cedar Wealth Management
California
$58K – – –
TSW
618
Thompson Siegel & Walmsley
Virginia
$58K – – –
AA
619
Addison Advisors
Vermont
$56K – – –
WT
620
Washington Trust
Rhode Island
$56K – – –
NSIM
621
North Star Investment Management
Illinois
$55K – – –
HFM
622
Harvest Fund Management
China
$52K -$73.6K -967 -57%
FWM
623
Filbrandt Wealth Management
Wisconsin
$52K +$1.29K +17 +2%
HWA
624
Heritage Wealth Advisors
Virginia
$51.4K +$3.88K +51 +8%
PMFA
625
Plante Moran Financial Advisors
Michigan
$51K – – –
23 24
25
26 27