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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
251
Stratos Wealth Partners
Ohio
$694K +$120K +1,845 +21%
BFEC
252
Benjamin F. Edwards & Company
Missouri
$687K +$19.1K +293 +3%
AWM
253
Affinity Wealth Management
Delaware
$671K +$682K +10,478 New
Principal Financial Group
254
Principal Financial Group
Iowa
$670K -$178K -2,739 -21%
Baird Financial Group
255
Baird Financial Group
Wisconsin
$670K +$431K +6,625 +172%
WWM
256
Western Wealth Management
Colorado
$669K +$678K +10,419 New
CI
257
CX Institutional
Indiana
$661K +$125K +1,918 +23%
CAM
258
Columbia Asset Management
Michigan
$657K +$66.4K +1,021 +11%
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$653K
FHA
260
Flagship Harbor Advisors
Massachusetts
$647K +$420K +6,451 +176%
AWM
261
AE Wealth Management
Kansas
$642K +$653K +10,036 New
LTI
262
Laffer Tengler Investments
Tennessee
$632K -$3.97K -61 -0.6%
MAFM
263
Mid Atlantic Financial Management
Pennsylvania
$630K +$641K +9,848 New
PTC
264
Private Trust Company
Ohio
$628K +$68.2K +1,048 +12%
II
265
IFM Investors
Australia
$624K +$635K +9,756 New
IWA
266
Independence Wealth Advisors
Virginia
$615K +$41.6K +639 +7%
DI
267
Diligent Investors
California
$604K +$3.45K +53 +0.6%
PAS
268
Park Avenue Securities
New York
$598K +$76.4K +1,174 +15%
RB
269
Rodgers Brothers
Pennsylvania
$598K +$6.64K +102 +1%
CWM
270
Campbell Wealth Management
Virginia
$590K +$600K +9,226 New
VFA
271
Voya Financial Advisors
Connecticut
$589K +$98.7K +1,516 +20%
TC
272
TownSquare Capital
Utah
$587K +$520K +7,995 New
NFG
273
Next Financial Group
Texas
$581K +$567K +8,714 +2,434%
VBFG
274
Vishria Bird Financial Group
Tennessee
$578K +$588K +9,035 New
ACG
275
Allen Capital Group
Nebraska
$570K