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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
251
Private Trust Company
Ohio
$188K -$3.67K -56 -2%
DCM
252
Decade Capital Management
New York
$179K +$188K +2,867 New
BCI
253
Brinker Capital Investments
Pennsylvania
$178K +$3.21K +49 +2%
SF
254
Synovus Financial
Georgia
$176K
DADC
255
D.A. Davidson & Co
Montana
$176K +$30.5K +466 +20%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$166K +$66.8K +1,021 +62%
MFS
257
MSI Financial Services
Massachusetts
$163K +$79.5K +1,214 +87%
BPBT
258
Boston Private Bank & Trust
Massachusetts
$159K
PCM
259
Prelude Capital Management
New York
$153K +$160K +2,450 New
WRM
260
Westport Resources Management
Connecticut
$150K
RNS
261
Robert N. Shapiro
$148K
WA
262
WFG Advisors
Texas
$139K -$276K -4,219 -66%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$132K +$35K +534 +34%
KT
264
Kanaly Trust
Texas
$125K
Canada Pension Plan Investment Board
265
Canada Pension Plan Investment Board
Ontario, Canada
$121K +$20K +306 +19%
GGPS
266
Gary Goldberg Planning Services
New York
$111K
BKBG
267
BHF Kleinwort Benson Group
Belgium
$108K
EWM
268
Evercore Wealth Management
New York
$102K
1IC
269
1919 Investment Counsel
Maryland
$81K
ARMT
270
Amica Retiree Medical Trust
Rhode Island
$77K +$55.2K +843 +220%
PSC
271
Prentiss Smith & Co
Vermont
$64K
TSW
272
Thompson Siegel & Walmsley
Virginia
$64K +$66.8K +1,021 New
Zurich Cantonal Bank
273
Zurich Cantonal Bank
Switzerland
$61K
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$57K -$13.8K -211 -19%
JFGIW
275
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54K