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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
651
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K -$3.03K -38 -1%
WT
652
Washington Trust
Rhode Island
$224K – – –
IDA
653
Intelligence Driven Advisers
California
$223K – – –
DWMS
654
Dominguez Wealth Management Solutions
Virginia
$223K +$637 +8 +0.3%
CAAS
655
Capital Asset Advisory Services
Michigan
$223K -$51.5K -646 -18%
HL
656
HeadInvest LLC
Maine
$222K -$6.13K -77 -3%
TF
657
Trek Financial
Arizona
$221K +$233K +2,918 New
UL
658
Unionview LLC
Washington
$221K – – –
CCA
659
Conestoga Capital Advisors
Pennsylvania
$221K – – –
SS
660
Sunbelt Securities
Texas
$219K +$3.51K +44 +2%
BEI
661
Benjamin Edwards Inc
Missouri
$218K +$42.9K +538 +23%
M
662
MOTCO
Texas
$217K +$5.5K +69 +2%
AFO
663
Allie Family Office
Florida
$217K – – –
MAG
664
MRA Advisory Group
New Jersey
$216K +$227K +2,853 New
PA
665
Prism Advisors
California
$216K – – –
CGH
666
Crossmark Global Holdings
Texas
$216K +$227K +2,846 New
WF
667
Welch & Forbes
Massachusetts
$214K – – –
AAS
668
Annex Advisory Services
Wisconsin
$212K – – –
SAM
669
SignalPoint Asset Management
Missouri
$209K +$9.24K +116 +4%
EWM
670
EPG Wealth Management
Georgia
$209K -$14.5K -182 -6%
MWC
671
MBM Wealth Consultants
Missouri
$207K – – –
GCM
672
Gator Capital Management
Florida
$206K – – –
TPM
673
Triasima Portfolio Management
Quebec, Canada
$204K -$1.42M -17,868 -87%
BWM
674
BCS Wealth Management
Tennessee
$204K – – –
RWM
675
Ritholtz Wealth Management
New York
$202K -$49.6K -623 -19%
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