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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
601
Larson Financial Group
Missouri
$260K +$9.25K +133 +4%
VHAM
602
Van Hulzen Asset Management
California
$260K -$11.5K -165 -4%
PI
603
PFG Investments
New York
$258K -$72.1K -1,037 -21%
SCA
604
Snowden Capital Advisors
New York
$257K -$1.95K -28 -0.7%
PL
605
Plancorp LLC
Missouri
$257K +$139 +2 +0.1%
TFA
606
Teamwork Financial Advisors
Texas
$255K -$126K -1,810 -32%
CPA
607
Capital Planning Advisors
California
$253K +$3.55K +51 +1%
USCWA
608
U.S. Capital Wealth Advisors
Texas
$251K +$264K +3,792 New
SIM
609
Stratos Investment Management
Ohio
$250K -$20.3K -292 -7%
AWA
610
Arkadios Wealth Advisors
Georgia
$250K -$71.9K -1,034 -21%
LB
611
Leo Brokerage
Texas
$250K -$8.27K -119 -3%
CFGS
612
Concourse Financial Group Securities
Alabama
$249K -$36.5K -525 -12%
TI
613
TTP Investments
California
$248K -$5.63K -81 -2%
SWM
614
Silverlake Wealth Management
Vermont
$247K +$139 +2 +0.1%
TMAM
615
Tokio Marine Asset Management
Japan
$246K +$43.8K +630 +20%
BBWP
616
Beacon Bridge Wealth Partners
Pennsylvania
$244K +$23.3K +335 +10%
NYLIM
617
New York Life Investment Management
New York
$243K -$9.73K -140 -4%
BCV
618
Banque Cantonale Vaudoise
Switzerland
$243K – – –
RWM
619
Ritholtz Wealth Management
New York
$241K +$68.1K +980 +37%
ESB
620
Essex Savings Bank
Connecticut
$241K +$11.7K +168 +5%
FAG
621
Fortitude Advisory Group
Washington
$241K -$8.27K -119 -3%
CM
622
Churchill Management
California
$240K +$253K +3,632 New
WSTAM
623
Wilbanks Smith & Thomas Asset Management
Virginia
$239K -$1.75M -25,121 -87%
AAG
624
Armstrong Advisory Group
Massachusetts
$239K +$71K +1,021 +39%
AWM
625
Accurate Wealth Management
Florida
$235K +$11.5K +165 +5%
23 24
25
26 27