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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
651
Cassady Schiller Wealth Management
Ohio
$40K – – –
QC
652
Quent Capital
New York
$39.7K -$4.1K -64 -8%
BC
653
Barrett & Company
Rhode Island
$38K – – –
AA
654
Alta Advisers
United Kingdom
$37.9K – – –
NFSG
655
Newbridge Financial Services Group
Florida
$37.9K – – –
TIM
656
Tortoise Investment Management
New York
$37.7K – – –
CSB
657
City State Bank
Iowa
$37K – – –
MWA
658
Moser Wealth Advisors
Washington
$36.8K – – –
HWA
659
HHM Wealth Advisors
Tennessee
$36.8K – – –
FFA
660
Farther Finance Advisors
California
$35.8K +$6.85K +107 +19%
SFCL
661
Strengthening Families & Communities LLC
Massachusetts
$34K +$641 +10 +2%
HDIM
662
Hanson & Doremus Investment Management
Vermont
$33K -$24.9K -388 -39%
ME
663
McIlrath & Eck
Washington
$33K -$1.99K -31 -5%
PAG
664
Paladin Advisory Group
Iowa
$32.3K – – –
NECFA
665
New England Capital Financial Advisors
Connecticut
$31.5K – – –
MA
666
Montag & Associates
Georgia
$31.4K – – –
BCMLT
667
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K – – –
SOW
668
State of Wyoming
Wyoming
$31K +$13.8K +215 +58%
RG
669
Retirement Group
California
$30.6K -$4.87K -76 -12%
MSFP
670
Mark Sheptoff Financial Planning
Connecticut
$30.2K -$44.5K -694 -55%
SWA
671
Sutton Wealth Advisors
Florida
$29.8K +$2.11K +33 +6%
WWM
672
Wolff Wiese Magana
California
$29.7K – – –
RDFA
673
Ritter Daniher Financial Advisory
Ohio
$29.4K – – –
HGERS
674
Householder Group Estate & Retirement Specialist
Arizona
$28.6K +$34.5K +539 New
RFA
675
Resurgent Financial Advisors
Georgia
$27.5K – – –
25 26
27
28 29