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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
801
Matthew Hamilton Rosenberg
$17.9K – – –
BTI
802
Blue Trust Inc
Georgia
$17.4K -$5.79K -79 -24%
TPCW
803
TD Private Client Wealth
New York
$16.5K -$5.35K -73 -24%
AWM
804
Ameliora Wealth Management
Switzerland
$16.4K – – –
DPW
805
DiNuzzo Private Wealth
Pennsylvania
$16.2K – – –
WIM
806
Westside Investment Management
California
$16K – – –
RDFA
807
Ritter Daniher Financial Advisory
Ohio
$15.9K – – –
GA
808
GoalVest Advisory
New York
$15.9K – – –
PAG
809
Paladin Advisory Group
Iowa
$15.7K – – –
TWC
810
TD Waterhouse Canada
Ontario, Canada
$15.5K – – –
CPG
811
Cornerstone Planning Group
New Jersey
$15.2K +$73 +1 +0.5%
NWM
812
Nova Wealth Management
Florida
$15K – – –
PSB
813
Piscataqua Savings Bank
New Hampshire
$14.3K -$5.5K -75 -27%
VERPA
814
Virginia Estate & Retirement Planning Advisors
Virginia
$14.3K – – –
MAM
815
Meeder Asset Management
Ohio
$14.3K +$14.7K +200 New
ST
816
Smithfield Trust
Pennsylvania
$14K – – –
DCM
817
Davis Capital Management
Florida
$13.7K – – –
FMII
818
Farmers & Merchants Investments Inc
Nebraska
$13.6K – – –
EWP
819
Elevation Wealth Partners
California
$12.1K +$12.4K +169 New
BWA
820
Basecamp Wealth Advisors
Washington
$11.9K – – –
ZBNA
821
Zions Bancorporation, National Association
Utah
$11.7K +$3.96K +54 +49%
MP
822
McDonald Partners
Ohio
$11.7K +$12K +164 New
KFI
823
Key Financial Inc
Pennsylvania
$11.5K -$60.4K -824 -84%
BAM
824
Byrne Asset Management
New Jersey
$10.8K – – –
T
825
Tidemark
California
$10.3K – – –
31 32
33
34 35