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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
726
Pillar Financial Advisors
Kentucky
$106K – – –
WT
727
Whittier Trust
California
$104K -$30.4K -415 -22%
SWM
728
Spire Wealth Management
Virginia
$102K – – –
BGAI
729
Bruce G. Allen Investments
Colorado
$101K -$220 -3 -0.2%
WAS
730
Winch Advisory Services
Wisconsin
$98.6K +$1.25K +17 +1%
TCM
731
Triumph Capital Management
Colorado
$98.3K – – –
VCM
732
Versant Capital Management
Arizona
$97.7K +$22.6K +309 +29%
BSB
733
Bangor Savings Bank
Maine
$93.3K – – –
TFIPS
734
Towarzystwo Funduszy Inwestycyjnych PZU SA
$93K +$22K +300 +30%
SC
735
SouthState Corp
Florida
$92.7K – – –
TTIC
736
Tower Trust & Investment Company
Iowa
$86.7K +$88.8K +1,212 New
PWM
737
Proathlete Wealth Management
Florida
$84K +$1.1K +15 +1%
KCM
738
Key Capital Management
Tennessee
$80.4K +$82.4K +1,125 New
IA
739
IFG Advisory
Georgia
$76.9K +$78.9K +1,076 New
NSIM
740
North Star Investment Management
Illinois
$76.7K -$14.1K -192 -15%
RFG
741
REAP Financial Group
Texas
$75.7K +$733 +10 +1%
SAM
742
Smartleaf Asset Management
Massachusetts
$75.2K – – –
CVM
743
Cheviot Value Management
California
$72.1K +$29.3K +400 +66%
CFD
744
Creative Financial Designs
Indiana
$70.9K +$72.7K +992 New
OP
745
Oslo Pensjonsforsikring
$69.7K – – –
CPBTD
746
Central Pacific Bank - Trust Division
Hawaii
$68.7K – – –
OC
747
Oakworth Capital
Alabama
$68.6K – – –
BFS
748
Bare Financial Services
Pennsylvania
$68.1K +$4.98K +68 +8%
AAG
749
Armstrong Advisory Group
Massachusetts
$68K – – –
WWM
750
Wolff Wiese Magana
California
$67.8K +$8.21K +112 +13%
28 29
30
31 32