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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
676
Choreo LLC
Illinois
$201K +$211K +2,654 New
TC
677
Touchstone Capital
Pennsylvania
$200K – – –
AWM
678
AllSquare Wealth Management
New York
$197K +$19.5K +245 +10%
AAG
679
Armstrong Advisory Group
Massachusetts
$197K -$61.9K -777 -23%
CFD
680
Creative Financial Designs
Indiana
$193K -$42.8K -537 -17%
TWM
681
Tradition Wealth Management
Minnesota
$192K +$65.3K +819 +48%
IA
682
IFP Advisors
Florida
$185K -$760K -9,539 -74%
EI
683
Ellevest Inc
New York
$180K +$4.14K +52 +2%
SSB
684
Sandy Spring Bank
Maryland
$173K – – –
AWM
685
Accel Wealth Management
Iowa
$171K – – –
BWM
686
Baystate Wealth Management
Massachusetts
$170K +$797 +10 +0.4%
LC
687
Lindbrook Capital
California
$168K +$8.92K +112 +5%
SWM
688
Spire Wealth Management
Virginia
$164K +$116K +1,451 +202%
POIA
689
Pin Oak Investment Advisors
Texas
$163K – – –
AIG
690
American International Group
New York
$163K -$1.67K -21 -1%
BAMF
691
BI Asset Management Fondsmaeglerselskab
Denmark
$161K -$6.53K -82 -4%
FDCDDQ
692
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$56.9K -714 -26%
BSB
693
Bangor Savings Bank
Maine
$155K -$24.4K -306 -13%
HS
694
Horan Securities
United States
$154K +$7.97K +100 +5%
SIC
695
Salem Investment Counselors
North Carolina
$151K – – –
PA
696
Parallel Advisors
California
$145K +$7.17K +90 +5%
O
697
Ossiam
France
$145K +$17.2K +216 +13%
NSIM
698
North Star Investment Management
Illinois
$143K – – –
KFS
699
Kelly Financial Services
Massachusetts
$138K – – –
HNB
700
Huntington National Bank
Ohio
$129K +$12K +150 +10%
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