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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WRM
251
Westport Resources Management
Connecticut
$159K
Truist Financial
252
Truist Financial
North Carolina
$145K +$149K +2,553 New
RWA
253
Ropes Wealth Advisors
Massachusetts
$134K
Zurich Cantonal Bank
254
Zurich Cantonal Bank
Switzerland
$131K +$59.8K +1,027 +80%
TFA
255
Transamerica Financial Advisors
Florida
$125K
PO
256
Private Ocean
California
$121K
ACM
257
Adelante Capital Management
California
$116K +$119K +2,040 New
KT
258
Kanaly Trust
Texas
$114K
MFS
259
MSI Financial Services
Massachusetts
$105K +$3.49K +60 +3%
AF
260
Allworth Financial
California
$103K
GXMC
261
Global X Management Company
New York
$103K +$41.2K +708 +64%
BAM
262
Bruderman Asset Management
New York
$101K
SIM
263
Sonora Investment Management
Arizona
$88K +$92.7K +1,593 New
SF
264
Synovus Financial
Georgia
$84K -$104K -1,786 -55%
FCCM
265
First City Capital Management
Georgia
$82.4K +$77.2K +1,327 +1,037%
CPIG
266
Chicago Partners Investment Group
Illinois
$81K -$80.6K -1,384 -49%
KF
267
Krilogy Financial
Missouri
$78K +$80.3K +1,380 New
EWM
268
Evercore Wealth Management
New York
$75K
ARMT
269
Amica Retiree Medical Trust
Rhode Island
$69K
CFA
270
Carroll Financial Associates
North Carolina
$65K +$5.88K +101 +11%
HNB
271
Huntington National Bank
Ohio
$61K
JFGIW
272
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K +$10.9K +188 +22%
PAM
273
Panagora Asset Management
Massachusetts
$58K -$151K -2,596 -72%
PSC
274
Prentiss Smith & Co
Vermont
$58K
TSW
275
Thompson Siegel & Walmsley
Virginia
$58K