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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWC
701
MBM Wealth Consultants
Missouri
$140K +$41.5K +553 +44%
PA
702
Parallel Advisors
California
$140K -$65.7K -875 -32%
KFS
703
Kelly Financial Services
Massachusetts
$139K – – –
TWM
704
Tradition Wealth Management
Minnesota
$131K +$15.3K +204 +14%
HDIM
705
Hanson & Doremus Investment Management
Vermont
$130K -$17.9K -238 -12%
O
706
Ossiam
France
$130K – – –
CTC
707
Central Trust Company
Missouri
$125K +$46.7K +622 +62%
MWM
708
MinichMacGregor Wealth Management
New York
$119K +$117K +1,558 New
HNB
709
Huntington National Bank
Ohio
$119K – – –
FMP
710
Financial Management Professionals
Texas
$116K – – –
MA
711
MCF Advisors
Kentucky
$113K +$300 +4 +0.3%
AA
712
Addison Advisors
Vermont
$110K -$76.9K -1,024 -42%
IFAM
713
Institutional & Family Asset Management
Colorado
$103K – – –
WI
714
WJ Interests
Texas
$103K +$101K +1,344 New
PA
715
PSI Advisors
Florida
$102K -$15.3K -204 -13%
RA
716
Rise Advisors
New York
$102K +$14.2K +189 +17%
LCM
717
Logan Capital Management
Pennsylvania
$102K -$38.4K -511 -28%
RWPA
718
Richard W. Paul & Associates
Michigan
$98.6K +$96.8K +1,289 New
MSFP
719
Mark Sheptoff Financial Planning
Connecticut
$96.8K +$94.9K +1,264 New
T
720
TOBAM
France
$96K +$33K +440 +54%
HGERS
721
Householder Group Estate & Retirement Specialist
Arizona
$94K -$2.93K -39 -3%
TSWM
722
Tyler-Stone Wealth Management
Ohio
$94K – – –
AWM
723
Avondale Wealth Management
Texas
$92.9K +$53.7K +715 +143%
CT
724
Caldwell Trust
Florida
$89.9K -$3.68K -49 -4%
BONH
725
Bank of New Hampshire
New Hampshire
$89K – – –
27 28
29
30 31