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W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
876
Welch & Forbes
Massachusetts
– -$214K -2,818 Closed
AAS
877
Annex Advisory Services
Wisconsin
– -$212K -2,790 Closed
EWM
878
EPG Wealth Management
Georgia
– -$209K -2,751 Closed
SAM
879
SignalPoint Asset Management
Missouri
– -$209K -2,751 Closed
GCM
880
Gator Capital Management
Florida
– -$206K -2,716 Closed
BWM
881
BCS Wealth Management
Tennessee
– -$204K -2,694 Closed
TPM
882
Triasima Portfolio Management
Quebec, Canada
– -$204K -2,690 Closed
CL
883
Choreo LLC
Illinois
– -$201K -2,654 Closed
TC
884
Touchstone Capital
Pennsylvania
– -$200K -2,638 Closed
EI
885
Ellevest Inc
New York
– -$180K -2,375 Closed
AWM
886
Accel Wealth Management
Iowa
– -$171K -2,258 Closed
MWC
887
MBM Wealth Consultants
Missouri
– -$207K -1,798 Closed
TWA
888
TCI Wealth Advisors
Arizona
– -$110K -1,447 Closed
CSPAM
889
Cary Street Partners Asset Management
Virginia
– -$58.8K -775 Closed
Jones Financial Companies
890
Jones Financial Companies
Missouri
– -$37.9K -499 Closed
SIC
891
SJS Investment Consulting
Ohio
– -$36.4K -480 Closed
HFS
892
HBC Financial Services
Washington
– -$31K -449 Closed
CM
893
Cornerstone Management
Georgia
– -$33.8K -446 Closed
DWA
894
Dougherty Wealth Advisers
Minnesota
– -$31K -408 Closed
RF
895
Robbins Farley
New Hampshire
– -$26.7K -352 Closed
FHA
896
First Horizon Advisors
Tennessee
– -$20.5K -271 Closed
HT
897
Headlands Technologies
Illinois
– -$18.7K -246 Closed
KM
898
Kalos Management
Georgia
– -$18K -238 Closed
QPBE
899
Quintet Private Bank (Europe)
Luxembourg
– -$9.65K -128 Closed
CIA
900
Cape Investment Advisory
Georgia
– -$5.81K -77 Closed
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