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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WRM
276
Westport Resources Management
Connecticut
$163K – – –
Truist Financial
277
Truist Financial
North Carolina
$148K – – –
RWA
278
Ropes Wealth Advisors
Massachusetts
$137K – – –
WT
279
Whittier Trust
California
$133K -$165K -2,757 -55%
TFA
280
Transamerica Financial Advisors
Florida
$127K – – –
GXMC
281
Global X Management Company
New York
$125K +$20.7K +345 +19%
PO
282
Private Ocean
California
$124K – – –
KT
283
Kanaly Trust
Texas
$116K – – –
Victory Capital Management
284
Victory Capital Management
Texas
$116K +$64.1K +1,069 +115%
CG
285
Cutler Group
California
$110K +$114K +1,908 New
AWM
286
AllSquare Wealth Management
New York
$106K +$49K +817 +80%
BAM
287
Bruderman Asset Management
New York
$103K – – –
AF
288
Allworth Financial
California
$102K – – –
KKAMG
289
Kernodle & Katon Asset Management Group
Arkansas
$95K +$98.4K +1,641 New
SIM
290
Sonora Investment Management
Arizona
$92K – – –
EFSCE
291
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$91.9K +1,532 New
SF
292
Synovus Financial
Georgia
$86K – – –
CPIG
293
Chicago Partners Investment Group
Illinois
$82K – – –
KF
294
Krilogy Financial
Missouri
$80K – – –
EWM
295
Evercore Wealth Management
New York
$72K -$5.04K -84 -6%
PCM
296
Penserra Capital Management
California
$72K +$74.4K +1,241 New
ARMT
297
Amica Retiree Medical Trust
Rhode Island
$71K – – –
HNB
298
Huntington National Bank
Ohio
$62K – – –
CFA
299
Carroll Financial Associates
North Carolina
$60K – – –
PAM
300
Panagora Asset Management
Massachusetts
$59K – – –