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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
HS
676
Horan Securities
United States
$138K +$4.03K +58 +3%
BSB
677
Bangor Savings Bank
Maine
$135K – – –
SIC
678
Salem Investment Counselors
North Carolina
$132K – – –
AWM
679
Avior Wealth Management
Nebraska
$131K +$30.7K +441 +29%
AIG
680
American International Group
New York
$128K -$15K -216 -10%
KFS
681
Kelly Financial Services
Massachusetts
$121K – – –
WBC
682
Westpac Banking Corp
Australia
$120K -$1.4M -20,198 -92%
BWM
683
Baystate Wealth Management
Massachusetts
$120K -$29.4K -423 -19%
NC
684
NewSquare Capital
Pennsylvania
$108K -$5.71M -82,153 -98%
CWM
685
Cedar Wealth Management
California
$101K +$49.7K +715 +88%
FMP
686
Financial Management Professionals
Texas
$100K – – –
AA
687
Addison Advisors
Vermont
$95.4K – – –
BONH
688
Bank of New Hampshire
New Hampshire
$93K +$16.4K +236 +20%
TWC
689
TD Waterhouse Canada
Ontario, Canada
$92.6K +$53.4K +768 +125%
IFAM
690
Institutional & Family Asset Management
Colorado
$89.1K – – –
RA
691
Rise Advisors
New York
$88.4K +$139 +2 +0.2%
LCM
692
Logan Capital Management
Pennsylvania
$87.8K – – –
RWPA
693
Richard W. Paul & Associates
Michigan
$85.3K – – –
SC
694
SouthState Corp
Florida
$84K -$22.7K -327 -20%
MSFP
695
Mark Sheptoff Financial Planning
Connecticut
$83.7K – – –
SCA
696
Stonebridge Capital Advisors
Minnesota
$81.6K +$22.2K +319 +35%
TSWM
697
Tyler-Stone Wealth Management
Ohio
$81K +$85.2K +1,225 New
CT
698
Caldwell Trust
Florida
$77.7K – – –
MA
699
MCF Advisors
Kentucky
$77.2K – – –
BBHC
700
Brown Brothers Harriman & Co
New York
$76.1K – – –
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