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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
651
JSF Financial
California
$207K – – –
TNBTD
652
Trustmark National Bank Trust Department
Mississippi
$207K – – –
CCA
653
Checchi Capital Advisers
California
$207K +$191K +2,365 New
DSN
654
D. Scott Neal
Kentucky
$206K – – –
EIP
655
Ellis Investment Partners
Pennsylvania
$205K – – –
TC
656
Titleist Capital
Texas
$203K +$202K +2,499 New
WPP
657
Whalerock Point Partners
Rhode Island
$201K +$200K +2,476 New
FLI
658
Family Legacy Inc
South Carolina
$201K +$201K +2,493 New
CCA
659
Clearwater Capital Advisors
Illinois
$200K +$199K +2,464 New
SAM
660
SignalPoint Asset Management
Missouri
$200K +$199K +2,468 New
BOPW
661
Brandywine Oak Private Wealth
Pennsylvania
$200K +$199K +2,470 New
SSB
662
Sandy Spring Bank
Maryland
$192K -$2.02K -25 -1%
AWM
663
AllSquare Wealth Management
New York
$191K – – –
BSB
664
Bangor Savings Bank
Maine
$191K +$189K +2,348 New
RDFA
665
Ritter Daniher Financial Advisory
Ohio
$189K – – –
HDIM
666
Hanson & Doremus Investment Management
Vermont
$188K -$21.5K -266 -10%
LC
667
Lindbrook Capital
California
$174K +$5.25K +65 +3%
POIA
668
Pin Oak Investment Advisors
Texas
$174K +$49.4K +612 +40%
PA
669
Parallel Advisors
California
$169K -$26.1K -324 -13%
FWM
670
Focused Wealth Management
New York
$169K +$1.05K +13 +0.6%
AIG
671
American International Group
New York
$164K +$81 +1 +0%
SIC
672
Salem Investment Counselors
North Carolina
$162K – – –
BEI
673
Benjamin Edwards Inc
Missouri
$158K +$26.3K +326 +20%
SC
674
SouthState Corp
Florida
$157K -$37.5K -465 -19%
HS
675
Horan Securities
United States
$152K +$5.49K +68 +4%
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