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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
OC
251
Oppenheimer & Co
New York
$280K +$68.3K +1,027 +32%
IAA
252
Independent Advisor Alliance
North Carolina
$280K +$279K +4,190 New
PCMC
253
Paragon Capital Management (Colorado)
Colorado
$275K +$277K +4,167 New
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$274K +$19.8K +297 +8%
OIA
255
Optimum Investment Advisors
Illinois
$270K -$6.79K -102 -2%
KeyBank National Association
256
KeyBank National Association
Ohio
$270K -$3.39K -51 -1%
Bessemer Group
257
Bessemer Group
New Jersey
$270K
HDIM
258
Hanson & Doremus Investment Management
Vermont
$270K +$35.3K +531 +15%
CFA
259
Capstone Financial Advisors
Illinois
$270K +$272K +4,084 New
RFM
260
Royal Fund Management
Florida
$266K +$4.79K +72 +2%
KIM
261
Karpus Investment Management
New York
$262K
TH
262
Timber Hill
Connecticut
$261K +$263K +3,954 New
GT
263
Glenmede Trust
Pennsylvania
$258K
DWA
264
Douglass Winthrop Advisors
New York
$256K
JIC
265
Joel Isaacson & Co
New York
$253K
CIAS
266
Capital Investment Advisory Services
North Carolina
$253K +$25.2K +379 +11%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$253K +$26.9K +404 +12%
APP
268
Avantax Planning Partners
Iowa
$251K +$599 +9 +0.2%
DCM
269
Dupont Capital Management
Delaware
$251K +$253K +3,800 New
PL
270
Plancorp LLC
Missouri
$249K
TG
271
TLP Group
Illinois
$247K +$243K +3,651 +3,764%
Federated Hermes
272
Federated Hermes
Pennsylvania
$240K +$44.6K +670 +23%
CAN
273
Cetera Advisor Networks
California
$239K -$22.4K -337 -8%
ATC
274
Argent Trust Co
Tennessee
$239K +$240K +3,614 New
CAG
275
Csenge Advisory Group
Florida
$231K +$233K +3,502 New