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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Covington Capital Management
California
$387K -$391K -5,871 Closed
WPP
227
Whalerock Point Partners
Rhode Island
$374K
PA
228
Profund Advisors
Maryland
$368K +$13.2K +199 +4%
HAIM
229
Hunter Associates Investment Management
Pennsylvania
$367K
WAM
230
World Asset Management
Michigan
$366K +$4.19K +63 +1%
CPO
231
Cerity Partners OCIO
New York
$349K +$25K +376 +8%
VHAM
232
Van Hulzen Asset Management
California
$346K +$349K +5,240 New
DDC
233
DF Dent & Co
Maryland
$342K -$47.8K -719 -12%
MSFP
234
Mark Sheptoff Financial Planning
Connecticut
$335K -$6.79K -102 -2%
NERM
235
New England Research & Management
Illinois
$334K -$54.3K -817 -14%
BCI
236
Brinker Capital Investments
Pennsylvania
$327K +$22.7K +342 +7%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$321K +$4.66K +70 +1%
PP
238
Prudential plc
United Kingdom
$317K
FFSOTS
239
Fiduciary Financial Services of The Southwest
Texas
$315K
GT
240
Greenleaf Trust
Michigan
$311K +$313K +4,710 New
BC
241
Barnett & Company
Tennessee
$307K -$104K -1,557 -25%
CCA
242
Conestoga Capital Advisors
Pennsylvania
$307K
HFA
243
High Falls Advisors
New York
$307K
MSS
244
Mitchell Sinkler & Starr
Pennsylvania
$307K
VIA
245
Vident Investment Advisory
Georgia
$303K +$305K +4,583 New
FC
246
FCA Corp
Texas
$301K
IFAM
247
Institutional & Family Asset Management
Colorado
$294K +$71.3K +1,072 +32%
NEPWA
248
New England Private Wealth Advisors
Massachusetts
$289K +$399 +6 +0.1%
GAM
249
Garrison Asset Management
Arkansas
$284K
NEIRG
250
New England Investment & Retirement Group
Massachusetts
$281K -$248K -3,723 -47%