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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
HDIM
676
Hanson & Doremus Investment Management
Vermont
$116K – – –
SWM
677
Spire Wealth Management
Virginia
$106K -$44.6K -670 -29%
GSWM
678
Golden State Wealth Management
California
$105K – – –
FC
679
Fairscale Capital
New Hampshire
$104K – – –
MA
680
MCF Advisors
Kentucky
$102K +$44.6K +670 +75%
AAM
681
Advisors Asset Management
Colorado
$101K -$1.8K -27 -2%
TFA
682
Transamerica Financial Advisors
Florida
$101K +$34.2K +513 +50%
API
683
Asset Planning Inc
California
$99.1K – – –
PFA
684
Pillar Financial Advisors
Kentucky
$95.8K – – –
WT
685
Whittier Trust
California
$94.7K – – –
IA
686
IFP Advisors
Florida
$94.5K +$266 +4 +0.3%
BGAI
687
Bruce G. Allen Investments
Colorado
$92.5K +$133 +2 +0.1%
CSPIA
688
Cary Street Partners Investment Advisory
Virginia
$91.8K +$1.4K +21 +1%
TFIPS
689
Towarzystwo Funduszy Inwestycyjnych PZU SA
$91.4K – – –
TCM
690
Triumph Capital Management
Colorado
$88.5K +$91.6K +1,375 New
AG
691
AmeriFlex Group
Nevada
$87.7K -$107K -1,602 -54%
WAS
692
Winch Advisory Services
Wisconsin
$86.5K +$1.2K +18 +1%
BSB
693
Bangor Savings Bank
Maine
$84K – – –
SC
694
SouthState Corp
Florida
$83.4K -$666 -10 -0.8%
NSIM
695
North Star Investment Management
Illinois
$81.7K +$1.33K +20 +2%
CWP
696
Concord Wealth Partners
Virginia
$79.3K – – –
CAL
697
Capital Analysts LLC
Pennsylvania
$74K +$4.06K +61 +6%
PWM
698
Proathlete Wealth Management
Florida
$73.7K +$999 +15 +1%
MTIC
699
Missouri Trust & Investment Company
Missouri
$73K – – –
CTC
700
Central Trust Company
Missouri
$72.1K – – –
26 27
28
29 30