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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
TSW
301
Thompson Siegel & Walmsley
Virginia
$76K – – –
AF
302
Allworth Financial
California
$70K – – –
PAM
303
Panagora Asset Management
Massachusetts
$66K – – –
TWA
304
TCI Wealth Advisors
Arizona
$66K – – –
Truist Financial
305
Truist Financial
North Carolina
$66K – – –
SBL
306
Sargent Bickham Lagudis
Colorado
$61K – – –
FCM
307
Frontier Capital Management
Massachusetts
$58K +$14K +221 +33%
AIP
308
Ameritas Investment Partners
Nebraska
$57K – – –
CFA
309
Carroll Financial Associates
North Carolina
$57K – – –
JFGIW
310
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K – – –
AIS
311
Accurate Investment Solutions
Pennsylvania
$54K – – –
EWM
312
Evercore Wealth Management
New York
$53K -$6.45K -102 -11%
TCOV
313
Trust Company of Vermont
Vermont
$53K +$51.6K +817 New
MCA
314
Mercer Capital Advisers
New Jersey
$52K – – –
HNB
315
Huntington National Bank
Ohio
$50K -$19.4K -307 -29%
JCM
316
Jacobi Capital Management
Pennsylvania
$49K – – –
WAM
317
Wealthspire Advisors (Maryland)
Maryland
$48K – – –
VWA
318
V Wealth Advisors
Kansas
$47K +$46.2K +731 New
ACM
319
Armbruster Capital Management
New York
$46K – – –
CWM
320
Cedar Wealth Management
California
$46K – – –
WA
321
WealthTrust-Arizona
Arizona
$44K – – –
SAM
322
Solaris Asset Management
New York
$41K +$7.4K +117 +23%
MAM
323
Meeder Asset Management
Ohio
$39K – – –
GWS
324
Glassman Wealth Services
Virginia
$36K – – –
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$36K – – –