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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
726
Strengthening Families & Communities LLC
Massachusetts
$34.2K -$2.96K -50 -8%
CSB
727
City State Bank
Iowa
$32.7K – – –
RTC
728
Riverview Trust Company
Washington
$31.1K – – –
TH
729
TCTC Holdings
Texas
$30.4K +$14.3K +242 +101%
RFS
730
Richardson Financial Services
Massachusetts
$29.2K – – –
C
731
Covestor
United Kingdom
$27K +$178 +3 +0.7%
RFG
732
REAP Financial Group
Texas
$26.7K +$8.17K +138 +49%
HCP
733
Hexagon Capital Partners
Arkansas
$26.6K – – –
FUBT
734
First United Bank & Trust
Maryland
$26.2K – – –
VBA
735
von Borstel & Associates
Oregon
$26K +$24.9K +421 New
HWA
736
Heritage Wealth Advisors
Virginia
$25.4K – – –
ETS
737
ESL Trust Services
New York
$25.2K – – –
LWANC
738
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K – – –
NRG
739
Nemes Rush Group
Michigan
$24.1K +$296 +5 +1%
MA
740
Montag & Associates
Georgia
$23.7K -$11.8K -200 -35%
TWD
741
True Wealth Design
Ohio
$23.5K +$1.13K +19 +5%
TIM
742
Thompson Investment Management
Wisconsin
$22K – – –
CAM
743
Creekmur Asset Management
Illinois
$21.9K – – –
RF
744
Robbins Farley
New Hampshire
$21.8K – – –
RF
745
Rossby Financial
Florida
$21.1K +$20.6K +348 New
CT
746
Clearstead Trust
Maine
$21.1K +$19.8K +334 New
CT
747
Caldwell Trust
Florida
$18.9K +$8.88K +150 +100%
RDFA
748
Ritter Daniher Financial Advisory
Ohio
$18.5K – – –
GIA
749
GHP Investment Advisors
Colorado
$18K – – –
CPG
750
Cornerstone Planning Group
New Jersey
$17.8K +$7.93K +134 +85%
28 29
30
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