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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
AS
701
Altshuler Shaham
Israel
$60K -$4.37K -57 -7%
HNWAG
702
High Net Worth Advisory Group
Florida
$60K – – –
SBL
703
Sargent Bickham Lagudis
Colorado
$60K +$537 +7 +0.9%
TWC
704
TD Waterhouse Canada
Ontario, Canada
$59.3K +$25.5K +332 +86%
HWA
705
Heritage Wealth Advisors
Virginia
$57K – – –
CAL
706
Capital Analysts LLC
Pennsylvania
$52K +$16.5K +215 +49%
PCG
707
Private Capital Group
Connecticut
$51K -$1.07K -14 -2%
BCMLT
708
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$49.4K +644 New
MA
709
MUFG Americas
New York
$48K – – –
PAG
710
Paladin Advisory Group
Iowa
$48K +$46.9K +611 New
MA
711
Montag & Associates
Georgia
$46K – – –
T
712
TCWP
Ohio
$46K +$45K +587 New
CT
713
Cambridge Trust
Massachusetts
$44K -$39.8K -519 -49%
EWM
714
Evermay Wealth Management
Virginia
$44K – – –
HWA
715
HHM Wealth Advisors
Tennessee
$44K – – –
WWM
716
Wolff Wiese Magana
California
$44K +$77 +1 +0.2%
DGAM
717
Desjardins Global Asset Management
Quebec, Canada
$43K -$2.53K -33 -6%
SFCL
718
Strengthening Families & Communities LLC
Massachusetts
$43K -$537 -7 -1%
CTC
719
Central Trust Company
Missouri
$43K +$18K +235 +77%
CSB
720
City State Bank
Iowa
$42K – – –
TIM
721
Tortoise Investment Management
New York
$39K – – –
JWM
722
Janiczek Wealth Management
Colorado
$39K +$11K +143 +40%
GWA
723
Gibson Wealth Advisors
Texas
$36K – – –
CM
724
Cornerstone Management
Georgia
$35.3K – – –
AWA
725
Aaron Wealth Advisors
Illinois
$34K +$33K +430 New
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