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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
601
Avantax Planning Partners
Iowa
$215K +$205K +2,680 New
TC
602
Telemus Capital
Michigan
$211K +$201K +2,622 New
PAG
603
Private Advisory Group
Washington
$210K +$200K +2,608 New
FPAS
604
Focus Partners Advisor Solutions
Missouri
$209K +$198K +2,592 New
RC
605
RegentAtlantic Capital
New Jersey
$208K -$155K -2,021 -44%
PWPS
606
Pinnacle Wealth Planning Services
Ohio
$206K +$196K +2,562 New
JF
607
JSF Financial
California
$205K +$195K +2,550 New
AAM
608
Ameraudi Asset Management
New York
$205K +$195K +2,553 New
TNBTD
609
Trustmark National Bank Trust Department
Mississippi
$205K +$195K +2,553 New
DSN
610
D. Scott Neal
Kentucky
$204K +$195K +2,542 New
EIP
611
Ellis Investment Partners
Pennsylvania
$203K – – –
TC
612
TownSquare Capital
Utah
$202K -$49.4K -646 -20%
IA
613
IFP Advisors
Florida
$202K +$459 +6 +0.2%
AWM
614
AllSquare Wealth Management
New York
$189K – – –
VI
615
Vestcor Inc
New Brunswick, Canada
$187K -$27.3K -357 -13%
RDFA
616
Ritter Daniher Financial Advisory
Ohio
$187K – – –
HDIM
617
Hanson & Doremus Investment Management
Vermont
$184K -$13.2K -172 -7%
IWP
618
IAG Wealth Partners
Wisconsin
$174K -$15.5K -202 -9%
AAM
619
Advisors Asset Management
Colorado
$174K -$153 -2 -0.1%
AA
620
Addison Advisors
Vermont
$172K +$104K +1,356 +174%
PA
621
Parallel Advisors
California
$170K -$4.36K -57 -3%
SSB
622
Sandy Spring Bank
Maryland
$169K -$25.6K -334 -14%
SIC
623
Salem Investment Counselors
North Carolina
$167K +$8.5K +111 +6%
FWM
624
Focused Wealth Management
New York
$165K +$1.07K +14 +0.7%
AIG
625
American International Group
New York
$163K -$4.06K -53 -3%
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25
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