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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
726
Triumph Capital Management
Colorado
$98.3K – – –
VCM
727
Versant Capital Management
Arizona
$97.7K +$22.6K +309 +29%
BSB
728
Bangor Savings Bank
Maine
$93.3K – – –
TFIPS
729
Towarzystwo Funduszy Inwestycyjnych PZU SA
$93K +$22K +300 +30%
SC
730
SouthState Corp
Florida
$92.7K – – –
TTIC
731
Tower Trust & Investment Company
Iowa
$86.7K +$88.8K +1,212 New
PWM
732
Proathlete Wealth Management
Florida
$84K +$1.1K +15 +1%
KCM
733
Key Capital Management
Tennessee
$80.4K +$82.4K +1,125 New
IA
734
IFG Advisory
Georgia
$76.9K +$78.9K +1,076 New
NSIM
735
North Star Investment Management
Illinois
$76.7K -$14.1K -192 -15%
RFG
736
REAP Financial Group
Texas
$75.7K +$733 +10 +1%
SAM
737
Smartleaf Asset Management
Massachusetts
$75.2K – – –
CVM
738
Cheviot Value Management
California
$72.1K +$29.3K +400 +66%
CFD
739
Creative Financial Designs
Indiana
$70.9K +$72.7K +992 New
OP
740
Oslo Pensjonsforsikring
$69.7K – – –
CPBTD
741
Central Pacific Bank - Trust Division
Hawaii
$68.7K – – –
OC
742
Oakworth Capital
Alabama
$68.6K – – –
BFS
743
Bare Financial Services
Pennsylvania
$68.1K +$4.98K +68 +8%
AAG
744
Armstrong Advisory Group
Massachusetts
$68K – – –
WWM
745
Wolff Wiese Magana
California
$67.8K +$8.21K +112 +13%
CWP
746
Concord Wealth Partners
Virginia
$64.9K +$66.5K +907 New
HI
747
Hoey Investments
Pennsylvania
$63.4K – – –
IBOK
748
Independence Bank of Kentucky
Kentucky
$62.9K – – –
JFGIW
749
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.4K +$7.04K +96 +13%
HC
750
Hurley Capital
New York
$56.8K +$806 +11 +1%
28 29
30
31 32