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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
226
Mark Sheptoff Financial Planning
Connecticut
$299K
RIL
227
Rothschild Investment LLC
Illinois
$299K
MSS
228
Mitchell Sinkler & Starr
Pennsylvania
$298K -$55.1K -919 -15%
SPC
229
Sigma Planning Corp
Michigan
$296K +$307K +5,126 New
TIM
230
Tortoise Investment Management
New York
$292K
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291K
CWA
232
Cypress Wealth Advisors
California
$288K
Zurich Cantonal Bank
233
Zurich Cantonal Bank
Switzerland
$287K +$160K +2,665 +115%
HPC
234
HM Payson & Co
Maine
$286K
RB
235
Rodgers Brothers
Pennsylvania
$283K -$39.3K -656 -12%
LWAC
236
Laurel Wealth Advisors (California)
California
$280K +$291K +4,850 New
VF
237
Virtu Financial
New York
$278K +$288K +4,810 New
PP
238
Prudential plc
United Kingdom
$277K +$288K +4,799 New
FFSOTS
239
Fiduciary Financial Services of The Southwest
Texas
$276K
AL
240
AJO LP
Pennsylvania
$274K +$284K +4,738 New
CCMD
241
Cypress Capital Management (Delaware)
Delaware
$271K -$10.1K -168 -3%
FAAS
242
First Allied Advisory Services
California
$268K +$1.38K +23 +0.5%
DAC
243
Dividend Assets Capital
South Carolina
$266K
ICOA
244
Investment Centers of America
North Dakota
$262K +$269K +4,483 New
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$257K -$95.2K -1,588 -26%
IWMPD
246
Integrated Wealth Management (Palm Desert)
California
$254K
SWP
247
Stratos Wealth Partners
Ohio
$252K +$261K +4,353 New
UR
248
USCA RIA
Texas
$251K -$87.5K -1,459 -25%
PIM
249
Parasol Investment Management
Illinois
$249K -$33.9K -566 -12%
GAM
250
Garrison Asset Management
Arkansas
$245K