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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
701
Fairscale Capital
New Hampshire
$110K – – –
CAL
702
Capital Analysts LLC
Pennsylvania
$110K +$33.7K +481 +42%
BA
703
Ballast Advisors
Minnesota
$105K +$109K +1,552 New
RF
704
Rossby Financial
Florida
$105K +$81.4K +1,160 +324%
API
705
Asset Planning Inc
California
$105K – – –
PFA
706
Pillar Financial Advisors
Kentucky
$101K – – –
SWM
707
Spire Wealth Management
Virginia
$96.9K -$15.4K -220 -13%
BGAI
708
Bruce G. Allen Investments
Colorado
$95.9K -$1.82K -26 -2%
TCM
709
Triumph Capital Management
Colorado
$94.7K – – –
WAS
710
Winch Advisory Services
Wisconsin
$92.5K +$1.26K +18 +1%
BSB
711
Bangor Savings Bank
Maine
$88.7K – – –
SC
712
SouthState Corp
Florida
$88.1K – – –
NSIM
713
North Star Investment Management
Illinois
$86K -$281 -4 -0.3%
PWM
714
Proathlete Wealth Management
Florida
$78.8K +$1.12K +16 +1%
MTIC
715
Missouri Trust & Investment Company
Missouri
$77.1K – – –
AA
716
Addison Advisors
Vermont
$74.8K – – –
MA
717
MCF Advisors
Kentucky
$74.3K -$33.5K -477 -31%
VCM
718
Versant Capital Management
Arizona
$71.9K +$18.9K +270 +34%
RFG
719
REAP Financial Group
Texas
$71.2K +$14.7K +209 +25%
SAM
720
Smartleaf Asset Management
Massachusetts
$69.5K +$10.9K +156 +18%
TFIPS
721
Towarzystwo Funduszy Inwestycyjnych PZU SA
$68K -$29.5K -420 -30%
KFI
722
Key Financial Inc
Pennsylvania
$66.9K – – –
OP
723
Oslo Pensjonsforsikring
$66.3K +$68.4K +975 New
OC
724
Oakworth Capital
Alabama
$65.9K – – –
CPBTD
725
Central Pacific Bank - Trust Division
Hawaii
$65.3K – – –
27 28
29
30 31