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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CG
301
Cutler Group
California
$185K +$171K +2,728 New
CCA
302
Checchi Capital Advisers
California
$171K +$5.15K +82 +3%
WRM
303
Westport Resources Management
Connecticut
$164K
RWA
304
Ropes Wealth Advisors
Massachusetts
$161K
WT
305
Whittier Trust
California
$153K -$6.4K -102 -4%
DSN
306
D. Scott Neal
Kentucky
$153K
Truist Financial
307
Truist Financial
North Carolina
$139K -$44.9K -715 -26%
AWM
308
AllSquare Wealth Management
New York
$139K +$12.8K +204 +11%
KT
309
Kanaly Trust
Texas
$137K
TIM
310
Tortoise Investment Management
New York
$132K
BAM
311
Bruderman Asset Management
New York
$121K
AF
312
Allworth Financial
California
$120K
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$104K
SF
314
Synovus Financial
Georgia
$101K
CPIG
315
Chicago Partners Investment Group
Illinois
$97K
KF
316
Krilogy Financial
Missouri
$94K
PHK
317
Point72 Hong Kong
Hong Kong
$90K +$83.3K +1,327 New
ARMT
318
Amica Retiree Medical Trust
Rhode Island
$83K
HNB
319
Huntington National Bank
Ohio
$73K
PCM
320
Penserra Capital Management
California
$72K -$1.13K -18 -2%
EWM
321
Evercore Wealth Management
New York
$69K
PAM
322
Panagora Asset Management
Massachusetts
$69K
PSC
323
Prentiss Smith & Co
Vermont
$69K
TWA
324
TCI Wealth Advisors
Arizona
$69K
TSW
325
Thompson Siegel & Walmsley
Virginia
$69K