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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
726
Davis Capital Management
Florida
$10.7K -$7.48K -125 -40%
CPG
727
Cornerstone Planning Group
New Jersey
$10.7K -$778 -13 -6%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$10.6K -$120 -2 -1%
CIA
729
Cape Investment Advisory
Georgia
$10.4K +$180 +3 +2%
RFG
730
REAP Financial Group
Texas
$10.3K -$50.8K -849 -82%
MRCM
731
M&R Capital Management
New Jersey
$10.1K +$120 +2 +1%
PO
732
Private Ocean
California
$10K – – –
SL
733
Salomon & Ludwin
Virginia
$9.26K +$4.61K +77 +89%
BAM
734
Byrne Asset Management
New Jersey
$8.7K – – –
CT
735
Caldwell Trust
Florida
$8.47K – – –
IHWM
736
Iron Horse Wealth Management
Iowa
$8.47K – – –
BCM
737
Blume Capital Management
California
$7.56K – – –
BIA
738
Bell Investment Advisors
California
$7.51K – – –
MHR
739
Matthew Hamilton Rosenberg
$7.23K – – –
FCT
740
First Community Trust
Iowa
$6.77K – – –
VWM
741
Venturi Wealth Management
Texas
$6.72K +$3.05K +51 +75%
SRCM
742
Signature Resources Capital Management
California
$5.9K – – –
CHA
743
Carmichael Hill & Associates
Maryland
$5.87K – – –
CA
744
Clearstead Advisors
Ohio
$5.87K – – –
BWL
745
Bogart Wealth LLC
Virginia
$5.64K – – –
PWA
746
Provenance Wealth Advisors
Florida
$5.64K – – –
FWM
747
FSA Wealth Management
Massachusetts
$5.3K – – –
WWP
748
WR Wealth Planners
Missouri
$4.57K +$4.85K +81 New
RFG
749
RFP Financial Group
Georgia
$4.4K -$13.6K -227 -74%
BWAM
750
Boyd Watterson Asset Management
Ohio
$3.95K +$4.19K +70 New
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