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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
601
TownSquare Capital
Utah
$231K -$28K -428 -11%
NAMNJ
602
NorthStar Asset Management (New Jersey)
New Jersey
$231K +$224K +3,420 New
PA
603
Procyon Advisors
Connecticut
$230K -$26.2K -400 -10%
ACA
604
Aptus Capital Advisors
Alabama
$230K +$4.91K +75 +2%
LA
605
LVW Advisors
New York
$230K – – –
DA
606
Detalus Advisors
Missouri
$230K – – –
FWM
607
Focused Wealth Management
New York
$230K +$2.1K +32 +1%
OIA
608
Optimum Investment Advisors
Illinois
$228K -$35.2K -537 -14%
VA
609
VestGen Advisors
Illinois
$228K +$221K +3,370 New
SF
610
SWP Financial
California
$226K – – –
AWA
611
Aaron Wealth Advisors
Illinois
$226K +$219K +3,345 New
CWA
612
Clearview Wealth Advisors
Oregon
$223K -$6.15K -94 -3%
WSFS
613
Wilmington Savings Fund Society
Delaware
$223K -$59.8K -913 -22%
BCM
614
Bourgeon Capital Management
Connecticut
$223K – – –
UB
615
UMB Bank
Missouri
$220K +$2.49K +38 +1%
CFO
616
Callan Family Office
Pennsylvania
$214K +$207K +3,161 New
GHA
617
GW Henssler & Associates
Georgia
$213K -$53.5K -818 -21%
GIA
618
Gateway Investment Advisers
Ohio
$212K -$3.15M -48,095 -94%
M
619
MOTCO
Texas
$212K – – –
JSW
620
Journey Strategic Wealth
New Jersey
$211K +$204K +3,120 New
SIS
621
Sound Income Strategies
Florida
$210K -$49.4K -755 -19%
CW
622
CreativeOne Wealth
Kansas
$209K -$37.9K -579 -16%
SFI
623
Siemens Fonds Invest
Germany
$208K -$2.23K -34 -1%
EWA
624
Exencial Wealth Advisors
Oklahoma
$207K +$201K +3,068 New
JIP
625
Jaffetilchin Investment Partners
Florida
$206K +$200K +3,056 New
23 24
25
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