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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
851
LifeSteps Financial
California
$3.58K +$3.66K +50 New
IA
852
IFS Advisors
Kansas
$3.43K – – –
W
853
WealthCollab
Washington
$3.36K – – –
KFAS
854
Keating Financial Advisory Services
Kansas
$3.36K +$366 +5 +12%
MNA
855
Manning & Napier Advisors
New York
$3.31K +$2.49K +34 +309%
BIA
856
Bell Investment Advisors
California
$3.15K – – –
BWS
857
Buck Wealth Strategies
Colorado
$2.79K +$2.86K +39 New
HFS
858
Hughes Financial Services
Virginia
$2.72K +$1.1K +15 +65%
FNWA
859
Financial Network Wealth Advisors
Utah
$2.65K – – –
HWP
860
Highline Wealth Partners
California
$2.57K – – –
S
861
Sachetta
Massachusetts
$2.43K – – –
DF
862
Downshift Financial
Colorado
$2.29K +$2.35K +32 New
SGFG
863
Silver Grove Financial Group
New York
$2.29K +$2.35K +32 New
CFM
864
Cornerstone Financial Management
Massachusetts
$2.15K -$1.17K -16 -35%
BF
865
BOK Financial
Oklahoma
$2.07K +$2.13K +29 New
CAL
866
Capital Advisors Ltd
Ohio
$2K – – –
CFO
867
CVA Family Office
Colorado
$1.93K – – –
RWS
868
Retirement Wealth Solutions
Wisconsin
$1.72K – – –
TWIM
869
TIAA Wealth Investment Management
New York
$1.68K -$14.4K -197 -90%
MCM
870
MV Capital Management
Maryland
$1.65K -$220 -3 -12%
JWA
871
JFS Wealth Advisors
Pennsylvania
$1.45K +$1.47K +20 New
APW
872
Allied Private Wealth
Florida
$1.43K +$1.47K +20 New
CA
873
Continuum Advisory
Idaho
$1.36K +$1.39K +19 New
TAP
874
Tounjian Advisory Partners
Florida
$1.29K +$1.32K +18 New
NB
875
NBT Bank
New York
$1.14K – – –
33 34
35
36 37