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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
726
Millstone Evans Group
Colorado
$43.3K – – –
POIA
727
Pin Oak Investment Advisors
Texas
$43K – – –
TWD
728
True Wealth Design
Ohio
$42.9K +$333 +5 +0.8%
WWM
729
Wolff Wiese Magana
California
$41.8K +$67 +1 +0.2%
VSQM
730
V-Square Quantitative Management
Illinois
$41.3K +$42.8K +642 New
CVM
731
Cheviot Value Management
California
$41.3K – – –
ME
732
McIlrath & Eck
Washington
$39.5K – – –
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$38.4K -$733 -11 -2%
NECFA
734
New England Capital Financial Advisors
Connecticut
$37.5K – – –
AA
735
Ancora Advisors
Ohio
$36.8K +$266 +4 +0.7%
TC
736
Truvestments Capital
Florida
$35.3K -$7.46K -112 -17%
GWSG
737
GPS Wealth Strategies Group
Colorado
$35.1K -$44.7K -672 -55%
BTI
738
Blue Trust Inc
Georgia
$34.5K -$7.92K -119 -18%
CSB
739
City State Bank
Iowa
$33.3K – – –
LFA
740
LGT Financial Advisors
Texas
$32.2K – – –
SFCL
741
Strengthening Families & Communities LLC
Massachusetts
$31.7K +$333 +5 +1%
RBC
742
Roble Belko & Company
Pennsylvania
$31K +$31.7K +476 New
MIM
743
MTM Investment Management
South Carolina
$30K +$400 +6 +1%
IPS
744
Investors Portfolio Services
Washington
$29.6K +$30.2K +453 New
OCM
745
Osbon Capital Management
Massachusetts
$28.8K +$29.8K +447 New
OW
746
Olistico Wealth
Oklahoma
$28K +$29K +435 New
FUBT
747
First United Bank & Trust
Maryland
$26.7K – – –
PFBT
748
Parkside Financial Bank & Trust
Missouri
$26.3K +$5.99K +90 +28%
HWA
749
Heritage Wealth Advisors
Virginia
$25.9K – – –
CRI
750
Commonwealth Retirement Investments
Virginia
$25.7K +$26.6K +400 New
28 29
30
31 32