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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
226
First Midwest Bank Trust Division
Illinois
$479K +$29.5K +459 +6%
NAM
227
Nissay Asset Management
Japan
$472K +$26.1K +406 +6%
MA
228
Marshwinds Advisory
Georgia
$463K
BFS
229
Bradley Foster & Sargent
Connecticut
$458K -$46K -714 -9%
CCM
230
Cadence Capital Management
Massachusetts
$453K -$18.4K -286 -4%
BFO
231
Boston Family Office
Massachusetts
$448K -$3.28K -51 -0.7%
LFAS
232
Level Four Advisory Services
Texas
$446K -$98.5K -1,530 -18%
SBIA
233
Sheaff Brock Investment Advisors
Indiana
$438K +$5.86K +91 +1%
FBC
234
Fairfield, Bush & Co
Connecticut
$437K +$447K +6,943 New
PP
235
Prudential plc
United Kingdom
$412K
PA
236
Profund Advisors
Maryland
$404K +$413K +6,410 New
CIC
237
Carnegie Investment Counsel
Ohio
$398K -$125K -1,945 -25%
PIA
238
Pinion Investment Advisors
Kansas
$393K +$8.88K +138 +2%
LA
239
LexAurum Advisors
Kansas
$393K +$70.3K +1,092 +21%
Cetera Investment Advisers
240
Cetera Investment Advisers
Illinois
$392K +$400K +6,219 New
RJT
241
Raymond James Trust
Florida
$390K
DCM
242
Dupont Capital Management
Delaware
$388K -$795K -12,355 -67%
WEC
243
Winslow Evans & Crocker
Massachusetts
$388K
DMK
244
David M. Knott
$386K
HDIM
245
Hanson & Doremus Investment Management
Vermont
$385K
OCG
246
Opus Capital Group
Ohio
$384K +$191K +2,971 +95%
MAM
247
Morse Asset Management
Connecticut
$376K
CCM
248
Covington Capital Management
California
$370K
SCCM
249
Schafer Cullen Capital Management
New York
$364K
FNBOMD
250
First National Bank of Mount Dora
Florida
$360K