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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
276
American International Group
New York
$172K -$19.8K -326 -10%
Federated Hermes
277
Federated Hermes
Pennsylvania
$172K +$171K +2,816 New
PCM
278
Penserra Capital Management
California
$162K +$63.1K +1,040 +64%
SF
279
Synovus Financial
Georgia
$159K +$12.4K +204 +9%
WA
280
WFG Advisors
Texas
$146K +$89.2K +1,470 +159%
RWA
281
Ropes Wealth Advisors
Massachusetts
$145K
DSN
282
D. Scott Neal
Kentucky
$137K
HDIM
283
Hanson & Doremus Investment Management
Vermont
$133K +$133K +2,190 New
Fuller & Thaler Asset Management
284
Fuller & Thaler Asset Management
California
$131K
AWM
285
AllSquare Wealth Management
New York
$124K
PSC
286
Prentiss Smith & Co
Vermont
$124K +$61.9K +1,021 +100%
SIC
287
Salem Investment Counselors
North Carolina
$119K
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$119K +$6.19K +102 +6%
TIM
289
Tortoise Investment Management
New York
$111K
PIM
290
Parasol Investment Management
Illinois
$102K -$111K -1,833 -52%
WB
291
Webster Bank
Connecticut
$100K
Walleye Trading
292
Walleye Trading
New York
$94K +$94K +1,549 New
WT
293
Whittier Trust
California
$93K
KF
294
Krilogy Financial
Missouri
$80K
IWM
295
IHT Wealth Management
Illinois
$77K +$37.5K +618 +96%
EFSCE
296
Enterprise Financial Services Corp (EFSC)
Missouri
$75K
PA
297
Parallel Advisors
California
$74K +$8.92K +147 +14%
PS
298
Portfolio Solutions
Michigan
$72K +$71.8K +1,183 New
TSW
299
Thompson Siegel & Walmsley
Virginia
$71K +$9.22K +152 +15%
AF
300
Allworth Financial
California
$66K