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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$249K
GC
252
Globeflex Capital
California
$248K -$676K -11,147 -73%
KIM
253
Karpus Investment Management
New York
$242K +$241K +3,971 New
GT
254
Glenmede Trust
Pennsylvania
$238K -$1.25M -20,683 -84%
CAN
255
Cetera Advisor Networks
California
$237K +$238K +3,917 New
CAM
256
Concorde Asset Management
Michigan
$236K
DWA
257
Douglass Winthrop Advisors
New York
$236K
APP
258
Avantax Planning Partners
Iowa
$234K
JIC
259
Joel Isaacson & Co
New York
$234K +$233K +3,837 New
PL
260
Plancorp LLC
Missouri
$230K
OIA
261
Optimum Investment Advisors
Illinois
$230K +$229K +3,778 New
EFS
262
Essex Financial Services
Connecticut
$226K
SCM
263
Schnieders Capital Management
California
$212K -$46.4K -765 -18%
CWA
264
Cypress Wealth Advisors
California
$210K -$154K -2,546 -42%
CIBC Asset Management
265
CIBC Asset Management
Ontario, Canada
$209K +$208K +3,423 New
IFAM
266
Institutional & Family Asset Management
Colorado
$207K +$206K +3,389 New
WSTAM
267
Wilbanks Smith & Thomas Asset Management
Virginia
$207K +$206K +3,400 New
HAG
268
HighPoint Advisor Group
Illinois
$203K +$184K +3,032 New
Lazard Asset Management
269
Lazard Asset Management
New York
$199K
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$199K +$132K +2,181 +200%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$194K
CCM
272
Cribstone Capital Management
Maine
$183K -$9.89K -163 -5%
RFM
273
Royal Fund Management
Florida
$179K +$30.8K +507 +21%
CPIG
274
Chicago Partners Investment Group
Illinois
$179K +$91.5K +1,509 +106%
MA
275
MUFG Americas
New York
$179K +$147K +2,418 +473%