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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
ETS
726
ESL Trust Services
New York
$25K – – –
NRG
727
Nemes Rush Group
Michigan
$24.1K +$308 +5 +1%
TWD
728
True Wealth Design
Ohio
$23.6K +$431 +7 +2%
AG
729
AmeriFlex Group
Nevada
$23.6K -$92.6K -1,504 -80%
MA
730
Montag & Associates
Georgia
$23.4K – – –
CA
731
Clearstead Advisors
Ohio
$23.3K +$19.8K +322 +631%
FFO
732
Fortitude Family Office
Arizona
$22.7K +$16.1K +261 +253%
TIM
733
Thompson Investment Management
Wisconsin
$21.8K – – –
RF
734
Rossby Financial
Florida
$21.7K – – –
MYIA
735
Mount Yale Investment Advisors
Colorado
$21.7K +$21.4K +348 New
RF
736
Robbins Farley
New Hampshire
$21.5K – – –
CT
737
Clearstead Trust
Maine
$20.8K – – –
MMG
738
Monetary Management Group
Missouri
$19K +$18.8K +305 New
CT
739
Caldwell Trust
Florida
$18.7K – – –
TPCW
740
TD Private Client Wealth
New York
$18.5K +$2.96K +48 +19%
RDFA
741
Ritter Daniher Financial Advisory
Ohio
$18.3K – – –
PFBT
742
Parkside Financial Bank & Trust
Missouri
$18.2K +$2.22K +36 +14%
GIA
743
GHP Investment Advisors
Colorado
$17.8K – – –
TSMHT
744
Thurston Springer Miller Herd & Titak
Indiana
$15.4K +$62 +1 +0.4%
SL
745
Salomon & Ludwin
Virginia
$15.2K +$5.85K +95 +65%
AWM
746
Ameliora Wealth Management
Switzerland
$14.3K – – –
DPW
747
DiNuzzo Private Wealth
Pennsylvania
$14.2K – – –
BCMIO
748
Beacon Capital Management Inc (Ohio)
Ohio
$14K +$13.8K +224 New
GA
749
GoalVest Advisory
New York
$13.8K – – –
TWC
750
TD Waterhouse Canada
Ontario, Canada
$13.8K – – –
28 29
30
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