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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
726
Moser Wealth Advisors
Washington
$46K +$48.3K +695 New
CSB
727
City State Bank
Iowa
$46K – – –
HWA
728
HHM Wealth Advisors
Tennessee
$45.9K – – –
BWS
729
Buck Wealth Strategies
Colorado
$45.7K – – –
MCM
730
McMillion Capital Management
North Carolina
$44.1K +$46.4K +667 New
ME
731
McIlrath & Eck
Washington
$43.3K +$7.92K +114 +21%
RG
732
Retirement Group
California
$43.2K – – –
SFCL
733
Strengthening Families & Communities LLC
Massachusetts
$42K +$44.2K +636 New
IGWM
734
ICA Group Wealth Management
Colorado
$40.5K -$11.4K -164 -21%
PAG
735
Paladin Advisory Group
Iowa
$40.4K – – –
NECFA
736
New England Capital Financial Advisors
Connecticut
$39.4K – – –
MA
737
Montag & Associates
Georgia
$39.1K – – –
CPG
738
Cornerstone Planning Group
New Jersey
$38.8K +$40.7K +586 New
PIAS
739
PCA Investment Advisory Services
Ohio
$38.5K +$40.5K +582 New
FFA
740
Farther Finance Advisors
California
$37.6K -$834 -12 -2%
WWM
741
Wolff Wiese Magana
California
$37.2K +$7.16K +103 +22%
FA
742
Fiduciary Alliance
South Carolina
$36.9K +$38.7K +557 New
RDFA
743
Ritter Daniher Financial Advisory
Ohio
$36.7K – – –
JWM
744
Janiczek Wealth Management
Colorado
$36.2K -$33.3K -479 -47%
PCTC
745
Perkins Coie Trust Company
Washington
$35.5K +$37.3K +537 New
SWA
746
Sutton Wealth Advisors
Florida
$35.1K – – –
AS
747
Altshuler Shaham
Israel
$34.7K -$139 -2 -0.4%
RFA
748
Resurgent Financial Advisors
Georgia
$34.4K – – –
GI
749
Gradient Investments
Minnesota
$33K -$19.3K -277 -36%
BCMLT
750
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.4K -$11.7K -169 -26%
28 29
30
31 32