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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
251
DF Dent & Co
Maryland
$350K +$684 +10 +0.2%
CAN
252
Claraphi Advisory Network
United States
$347K +$352K +5,139 New
CPO
253
Cerity Partners OCIO
New York
$341K -$16.3K -238 -4%
NERM
254
New England Research & Management
Illinois
$338K -$3.49K -51 -1%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$333K +$4.79K +70 +1%
MSFP
256
Mark Sheptoff Financial Planning
Connecticut
$332K -$10.5K -153 -3%
Capital Fund Management (CFM)
257
Capital Fund Management (CFM)
France
$323K +$328K +4,793 New
FFSOTS
258
Fiduciary Financial Services of The Southwest
Texas
$322K
GT
259
Greenleaf Trust
Michigan
$318K
HFA
260
High Falls Advisors
New York
$315K
CCA
261
Conestoga Capital Advisors
Pennsylvania
$313K
MSS
262
Mitchell Sinkler & Starr
Pennsylvania
$313K
FC
263
FCA Corp
Texas
$308K
HDIM
264
Hanson & Doremus Investment Management
Vermont
$308K +$32K +467 +11%
Balyasny Asset Management
265
Balyasny Asset Management
Illinois
$305K +$309K +4,520 New
LA
266
LexAurum Advisors
Kansas
$305K +$329K +4,801 New
XK
267
Xact Kapitalforvaltning
Sweden
$298K +$302K +4,414 New
NEPWA
268
New England Private Wealth Advisors
Massachusetts
$293K +$753 +11 +0.3%
GAM
269
Garrison Asset Management
Arkansas
$291K
BNP Paribas Financial Markets
270
BNP Paribas Financial Markets
France
$289K -$2.26M -33,041 -89%
Citadel Advisors
271
Citadel Advisors
Florida
$288K +$292K +4,267 New
RFM
272
Royal Fund Management
Florida
$286K +$13.9K +203 +5%
CIAS
273
Capital Investment Advisory Services
North Carolina
$283K +$25K +365 +10%
Federated Hermes
274
Federated Hermes
Pennsylvania
$282K +$37.4K +547 +15%
Fifth Third Bancorp
275
Fifth Third Bancorp
Ohio
$281K