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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
601
Larson Financial Group
Missouri
$288K +$1.59K +20 +0.5%
ACA
602
Aptus Capital Advisors
Alabama
$287K -$39.1K -491 -12%
CPA
603
Capital Planning Advisors
California
$286K -$1.99K -25 -0.7%
MGP
604
Metis Global Partners
California
$285K +$300K +3,762 New
CAM
605
Cresset Asset Management
Illinois
$285K -$41.4K -519 -12%
FAG
606
Fortitude Advisory Group
Washington
$285K -$18K -226 -6%
SWM
607
Silverlake Wealth Management
Vermont
$283K +$80 +1 +0%
GWS
608
Glassman Wealth Services
Virginia
$283K +$1.99K +25 +0.7%
RBCM
609
Raub Brock Capital Management
California
$282K – – –
BCV
610
Banque Cantonale Vaudoise
Switzerland
$279K – – –
BHPW
611
Beverly Hills Private Wealth
California
$277K +$13.9K +175 +5%
PFO
612
Pathstone Family Office
New Jersey
$270K -$314K -3,946 -55%
ESB
613
Essex Savings Bank
Connecticut
$263K +$10.4K +131 +4%
OC
614
Oppenheimer & Co
New York
$262K +$239 +3 +0.1%
HPC
615
HM Payson & Co
Maine
$262K -$33.4K -419 -11%
LFAS
616
Level Four Advisory Services
Texas
$262K +$275K +3,456 New
SWMP
617
Signature Wealth Management Partners
New Jersey
$261K -$22.5K -282 -8%
LCWP
618
Legacy Capital Wealth Partners
Arkansas
$259K +$273K +3,420 New
BBWP
619
Beacon Bridge Wealth Partners
Pennsylvania
$254K +$398 +5 +0.1%
AGA
620
Arkos Global Advisors
Texas
$254K – – –
OTL
621
Oak Thistle LLC
New York
$254K +$266K +3,344 New
V
622
Veritable
Delaware
$253K – – –
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$252K +$37.8K +474 +17%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$1.83K +23 +0.7%
S
625
SignatureFD
Georgia
$250K +$20.6K +258 +9%
23 24
25
26 27