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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
626
Salem Investment Counselors
North Carolina
$126K -$2.3K -40 -2%
AWM
627
Avior Wealth Management
Nebraska
$125K -$16.7K -290 -13%
PA
628
PSI Advisors
Florida
$120K -$53.9K -935 -34%
GAM
629
Groupama Asset Management
France
$119K +$210K +3,638 New
BWM
630
Baystate Wealth Management
Massachusetts
$117K -$1.38K -24 -1%
EWA
631
EverSource Wealth Advisors
Alabama
$116K +$45.9K +797 +80%
KFS
632
Kelly Financial Services
Massachusetts
$116K -$2.13K -37 -2%
PS
633
Planned Solutions
California
$100K +$88.9K +1,543 New
FMP
634
Financial Management Professionals
Texas
$97K -$1.27K -22 -1%
C
635
Covestor
United Kingdom
$89K +$33.5K +581 +73%
FGAM
636
Financial Gravity Asset Management
Texas
$88.1K +$78.3K +1,359 New
AA
637
Ancora Advisors
Ohio
$87.8K -$170K -2,943 -68%
IFAM
638
Institutional & Family Asset Management
Colorado
$85.5K -$1.61K -28 -2%
RA
639
Rise Advisors
New York
$85.2K -$1.38K -24 -2%
CAM
640
Creekmur Asset Management
Illinois
$84.3K +$75K +1,301 New
LCM
641
Logan Capital Management
Pennsylvania
$84.3K -$1.55K -27 -2%
AA
642
Addison Advisors
Vermont
$82.9K -$9.39K -163 -11%
BONH
643
Bank of New Hampshire
New Hampshire
$80.8K -$9.16K -159 -11%
SC
644
SouthState Corp
Florida
$80.6K -$1.5K -26 -2%
BBHC
645
Brown Brothers Harriman & Co
New York
$77.9K -$1.44K -25 -2%
TSWM
646
Tyler-Stone Wealth Management
Ohio
$77.8K -$1.44K -25 -2%
WT
647
Whittier Trust
California
$71.3K -$1.84K -32 -3%
FDCDDQ
648
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.5K -$683K -11,864 -92%
RFG
649
REAP Financial Group
Texas
$66.8K +$59.4K +1,031 New
DGAM
650
Desjardins Global Asset Management
Quebec, Canada
$66.6K -$19.4K -336 -25%
24 25
26
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