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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PL
276
Plancorp LLC
Missouri
$219K +$221K +3,775 New
EFS
277
Essex Financial Services
Connecticut
$215K +$217K +3,713 New
RB
278
Rodgers Brothers
Pennsylvania
$206K -$113K -1,932 -35%
PIM
279
Parasol Investment Management
Illinois
$203K
Lazard Asset Management
280
Lazard Asset Management
New York
$189K
CCM
281
Cribstone Capital Management
Maine
$188K -$9.77K -167 -5%
Fifth Third Bancorp
282
Fifth Third Bancorp
Ohio
$184K -$68.7K -1,175 -27%
AIG
283
American International Group
New York
$182K -$8.19K -140 -4%
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$169K -$5.8M -99,095 -97%
RFM
285
Royal Fund Management
Florida
$141K +$143K +2,438 New
RWA
286
Ropes Wealth Advisors
Massachusetts
$137K
SF
287
Synovus Financial
Georgia
$137K +$51.9K +888 +60%
DSN
288
D. Scott Neal
Kentucky
$130K
Fuller & Thaler Asset Management
289
Fuller & Thaler Asset Management
California
$124K +$125K +2,144 New
AWM
290
AllSquare Wealth Management
New York
$118K
KT
291
Kanaly Trust
Texas
$116K
SIC
292
Salem Investment Counselors
North Carolina
$114K
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$111K +$108K +1,854 New
TIM
294
Tortoise Investment Management
New York
$105K
BAM
295
Bruderman Asset Management
New York
$103K
AF
296
Allworth Financial
California
$102K
WB
297
Webster Bank
Connecticut
$95K +$95.6K +1,634 New
PCM
298
Penserra Capital Management
California
$93K +$11K +188 +13%
WT
299
Whittier Trust
California
$89K -$11.9K -204 -12%
CPIG
300
Chicago Partners Investment Group
Illinois
$83K