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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
626
Private Trust Company
Ohio
$210K +$36K +609 +22%
BCM
627
Bourgeon Capital Management
Connecticut
$208K +$195K +3,300 New
FWP
628
Family Wealth Partners
North Carolina
$203K +$191K +3,222 New
MCC
629
Money Concepts Capital
Florida
$203K +$190K +3,218 New
GWP
630
Gen-Wealth Partners
Michigan
$193K -$6.99K -118 -4%
SWM
631
Spire Wealth Management
Virginia
$193K +$59K +997 +49%
HPC
632
HM Payson & Co
Maine
$189K – – –
UB
633
UMB Bank
Missouri
$188K +$62.3K +1,053 +55%
BBHC
634
Brown Brothers Harriman & Co
New York
$188K – – –
HI
635
Harbour Investments
Wisconsin
$187K -$31.9K -539 -15%
M
636
MOTCO
Texas
$186K – – –
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$184K -$18.3K -309 -10%
BL
638
BFSG LLC
California
$173K +$162K +2,738 New
TCOV
639
Trust Company of Vermont
Vermont
$170K -$5.92K -100 -4%
CIBC Private Wealth Group
640
CIBC Private Wealth Group
Georgia
$168K -$2.31K -39 -1%
DJSG
641
D.J. St. Germain
Massachusetts
$164K +$95.2K +1,608 +162%
GI
642
GAMMA Investing
California
$162K +$40.3K +681 +36%
IWP
643
IAG Wealth Partners
Wisconsin
$157K +$9.65K +163 +7%
SSB
644
Sandy Spring Bank
Maryland
$156K – – –
AWM
645
AllSquare Wealth Management
New York
$154K -$5.92K -100 -4%
SFI
646
Siemens Fonds Invest
Germany
$150K +$141K +2,384 New
SWA
647
SOA Wealth Advisors
New York
$150K +$888 +15 +0.6%
WF
648
Wayfinding Financial
Washington
$139K +$129K +2,177 New
LC
649
Lindbrook Capital
California
$131K +$40.7K +688 +50%
AAM
650
Advisors Asset Management
Colorado
$131K +$46.5K +786 +61%