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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
651
Appleton Partners
Massachusetts
– -$288K -3,672 Closed
ACI
652
Alpha Cubed Investments
California
– -$284K -3,621 Closed
OI
653
Oakbrook Investments
Illinois
– -$277K -3,533 Closed
CAM
654
Carret Asset Management
New York
– -$274K -3,498 Closed
ZAM
655
Zevin Asset Management
Massachusetts
– -$269K -3,436 Closed
MPW
656
MA Private Wealth
California
– -$269K -3,431 Closed
PIA
657
Pinion Investment Advisors
Kansas
– -$266K -3,395 Closed
PCM
658
Poehling Capital Management
Wisconsin
– -$263K -3,354 Closed
AFP
659
Ausdal Financial Partners
Iowa
– -$275K -3,335 Closed
SFA
660
Sequoia Financial Advisors
Ohio
– -$259K -3,308 Closed
BBVA
661
Banco Bilbao Vizcaya Argentaria
Spain
– -$258K -3,293 Closed
LWMM
662
Legacy Wealth Management (Mississippi)
Mississippi
– -$256K -3,267 Closed
CWM
663
Cornerstone Wealth Management
Missouri
– -$252K -3,215 Closed
VV
664
Verity & Verity
South Carolina
– -$252K -3,211 Closed
PWLP
665
Prio Wealth Limited Partnership
Massachusetts
– -$248K -3,165 Closed
LI
666
LVZ Inc
Michigan
– -$247K -3,152 Closed
BWM
667
BCS Wealth Management
Tennessee
– -$243K -3,104 Closed
DC
668
Derby & Company
Massachusetts
– -$241K -3,078 Closed
EGM
669
Engineers Gate Manager
New York
– -$240K -3,064 Closed
HIMC
670
Heritage Investors Management Corp
Maryland
– -$240K -3,063 Closed
DAS
671
Dynamic Advisor Solutions
Arizona
– -$232K -2,958 Closed
CT
672
Cambridge Trust
Massachusetts
– -$227K -2,889 Closed
WIC
673
Whitegate Investment Counselors
New Hampshire
– -$226K -2,884 Closed
ACM
674
AlphaStar Capital Management
North Carolina
– -$226K -2,881 Closed
WAG
675
Winthrop Advisory Group
Massachusetts
– -$226K -2,880 Closed
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