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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
776
TD Private Client Wealth
New York
$20.7K +$772 +11 +4%
SSG
777
Summit Securities Group
New York
$20.4K -$56.1K -800 -73%
CT
778
Caldwell Trust
Florida
$20.4K – – –
SL
779
Salomon & Ludwin
Virginia
$19.6K -$351 -5 -2%
GIA
780
GHP Investment Advisors
Colorado
$19.5K +$140 +2 +0.7%
RIL
781
Rothschild Investment LLC
Illinois
$18.8K -$772 -11 -4%
PSB
782
Piscataqua Savings Bank
New Hampshire
$18.7K – – –
RFP
783
Root Financial Partners
California
$18.5K -$316K -4,501 -94%
TPWA
784
Twin Peaks Wealth Advisors
California
$17.9K +$18.5K +264 New
IAAG
785
Innovative Asset Advisors Group
Connecticut
$17.4K +$17.7K +253 New
GAM
786
Generali Asset Management
Italy
$17.4K -$2.05M -29,268 -99%
BBHC
787
Brown Brothers Harriman & Co
New York
$17.3K -$5.61K -80 -24%
MHR
788
Matthew Hamilton Rosenberg
$17K – – –
RBI
789
Raiffeisen Bank International
Austria
$16.6K – – –
OW
790
Olistico Wealth
Oklahoma
$16K -$14K -200 -46%
WIM
791
Westside Investment Management
California
$15.7K – – –
EP
792
Essential Partners
California
$15.6K -$5.12K -73 -24%
AWM
793
Ameliora Wealth Management
Switzerland
$15.6K – – –
DPW
794
DiNuzzo Private Wealth
Pennsylvania
$15.4K – – –
TWC
795
TD Waterhouse Canada
Ontario, Canada
$15.2K – – –
RDFA
796
Ritter Daniher Financial Advisory
Ohio
$15.2K – – –
GA
797
GoalVest Advisory
New York
$15.1K – – –
PAG
798
Paladin Advisory Group
Iowa
$15K – – –
TWIM
799
TIAA Wealth Investment Management
New York
$14.9K +$15.4K +220 New
CPG
800
Cornerstone Planning Group
New Jersey
$14.6K +$561 +8 +4%
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