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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$287K -$47.2K -629 -14%
IWP
602
IAG Wealth Partners
Wisconsin
$286K -$471K -6,277 -63%
SWM
603
Silverlake Wealth Management
Vermont
$286K +$150 +2 +0.1%
SWMP
604
Signature Wealth Management Partners
New Jersey
$285K – – –
RBCM
605
Raub Brock Capital Management
California
$284K – – –
GWS
606
Glassman Wealth Services
Virginia
$283K +$826 +11 +0.3%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$281K – – –
NYLIM
608
New York Life Investment Management
New York
$280K -$8.49K -113 -3%
FPAS
609
Focus Partners Advisor Solutions
Missouri
$278K -$116K -1,546 -30%
CW
610
CreativeOne Wealth
Kansas
$278K +$15.6K +208 +6%
MPW
611
MA Private Wealth
California
$277K – – –
PIA
612
Perennial Investment Advisors
California
$272K +$24K +320 +10%
BHPW
613
Beverly Hills Private Wealth
California
$266K +$261K +3,471 New
LIM
614
Longfellow Investment Management
Massachusetts
$265K – – –
OC
615
Oppenheimer & Co
New York
$265K -$132K -1,755 -34%
SB
616
Strategic Blueprint
Georgia
$259K -$125K -1,658 -33%
AAG
617
Armstrong Advisory Group
Massachusetts
$258K +$253K +3,369 New
BBWP
618
Beacon Bridge Wealth Partners
Pennsylvania
$256K +$252K +3,349 New
AGA
619
Arkos Global Advisors
Texas
$256K – – –
HH
620
Hilltop Holdings
Texas
$256K +$3.83K +51 +2%
ESB
621
Essex Savings Bank
Connecticut
$256K -$12.7K -169 -5%
V
622
Veritable
Delaware
$255K -$18.9K -252 -7%
EFH
623
Eaton Financial Holdings
Florida
$252K +$247K +3,287 New
RWM
624
Ritholtz Wealth Management
New York
$251K -$163K -2,169 -40%
MAS
625
Meeder Advisory Services
Ohio
$251K +$247K +3,283 New
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