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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
601
Central Trust Company
Missouri
$131K -$12.3K -192 -7%
PA
602
Parallel Advisors
California
$129K +$16.1K +251 +12%
GJIA
603
Glass Jacobson Investment Advisors
Maryland
$123K – – –
TWM
604
Tradition Wealth Management
Minnesota
$123K -$9.1K -142 -6%
AWM
605
Avior Wealth Management
Nebraska
$118K +$15.5K +242 +12%
WBC
606
Westpac Banking Corp
Australia
$117K +$24.7K +386 +21%
POIA
607
Pin Oak Investment Advisors
Texas
$116K – – –
SSB
608
Sandy Spring Bank
Maryland
$116K – – –
SWM
609
Spire Wealth Management
Virginia
$110K -$5.51K -86 -4%
BSB
610
Bangor Savings Bank
Maine
$108K – – –
SIC
611
Salem Investment Counselors
North Carolina
$106K – – –
AIG
612
American International Group
New York
$96.7K -$6.6K -103 -5%
BWM
613
Baystate Wealth Management
Massachusetts
$96.7K +$769 +12 +0.7%
KFS
614
Kelly Financial Services
Massachusetts
$96.5K – – –
FMP
615
Financial Management Professionals
Texas
$80K – – –
AA
616
Addison Advisors
Vermont
$76.4K – – –
BONH
617
Bank of New Hampshire
New Hampshire
$74.4K – – –
QCG
618
Quadrant Capital Group
Ohio
$73.1K +$17.2K +269 +24%
DGAM
619
Desjardins Global Asset Management
Quebec, Canada
$72.2K -$320K -4,994 -79%
IFAM
620
Institutional & Family Asset Management
Colorado
$71.3K – – –
RA
621
Rise Advisors
New York
$70.9K +$256 +4 +0.3%
LCM
622
Logan Capital Management
Pennsylvania
$70.3K – – –
HL
623
HeadInvest LLC
Maine
$68.3K +$83.5K +1,303 New
SC
624
SouthState Corp
Florida
$67.3K – – –
BBHC
625
Brown Brothers Harriman & Co
New York
$65K +$4.93K +77 +7%
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