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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
BCS Wealth Management
Tennessee
$206K +$202K +2,694 New
AAM
677
Ameraudi Asset Management
New York
$205K +$201K +2,675 New
FT
678
Fiduciary Trust
Massachusetts
$203K +$199K +2,648 New
SWA
679
Sightline Wealth Advisors
Connecticut
$202K +$198K +2,642 New
SAM
680
SignalPoint Asset Management
Missouri
$202K +$198K +2,635 New
TC
681
Touchstone Capital
Pennsylvania
$202K +$198K +2,638 New
TNBTD
682
Trustmark National Bank Trust Department
Mississippi
$200K -$86K -1,145 -30%
AWM
683
AllSquare Wealth Management
New York
$180K – – –
BSB
684
Bangor Savings Bank
Maine
$179K – – –
BEI
685
Benjamin Edwards Inc
Missouri
$179K +$15.6K +208 +10%
EI
686
Ellevest Inc
New York
$178K +$19.5K +260 +13%
USCWA
687
U.S. Capital Wealth Advisors
Texas
$177K +$174K +2,315 New
SSB
688
Sandy Spring Bank
Maryland
$175K -$5.78K -77 -3%
AWM
689
Accel Wealth Management
Iowa
$173K – – –
BWM
690
Baystate Wealth Management
Massachusetts
$170K +$114K +1,522 +216%
BAMF
691
BI Asset Management Fondsmaeglerselskab
Denmark
$169K +$166K +2,207 New
AIG
692
American International Group
New York
$166K +$8.86K +118 +6%
POIA
693
Pin Oak Investment Advisors
Texas
$164K – – –
FWM
694
Focused Wealth Management
New York
$162K +$1.35K +18 +0.9%
LC
695
Lindbrook Capital
California
$161K -$3.6K -48 -2%
SIC
696
Salem Investment Counselors
North Carolina
$153K -$751 -10 -0.5%
SC
697
SouthState Corp
Florida
$151K +$9.24K +123 +7%
HS
698
Horan Securities
United States
$148K -$2.4K -32 -2%
SIS
699
Sound Income Strategies
Florida
$145K +$18.2K +242 +15%
NSIM
700
North Star Investment Management
Illinois
$144K -$21.9K -291 -13%
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