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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$235K +$9.85K +160 +4%
JIC
302
Joel Isaacson & Co
New York
$233K
CIBC Asset Management
303
CIBC Asset Management
Ontario, Canada
$232K
PL
304
Plancorp LLC
Missouri
$229K
PAM
305
Panagora Asset Management
Massachusetts
$228K +$29.5K +480 +15%
Franklin Resources
306
Franklin Resources
California
$227K -$2.46K -40 -1%
JG
307
Jefferies Group
New York
$217K -$1.15M -18,618 -84%
Thrivent Financial for Lutherans
308
Thrivent Financial for Lutherans
Minnesota
$214K
AWA
309
Arete Wealth Advisors
Illinois
$214K +$22.5K +365 +12%
FHA
310
Flagship Harbor Advisors
Massachusetts
$213K +$30.5K +495 +16%
HPC
311
HM Payson & Co
Maine
$207K +$369 +6 +0.2%
WS
312
Wedbush Securities
California
$207K +$14.6K +237 +7%
AWA
313
Acorn Wealth Advisors
Michigan
$206K +$3.75K +61 +2%
OIA
314
Optimum Investment Advisors
Illinois
$205K -$44K -715 -18%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$205K +$3.14K +51 +2%
Los Angeles Capital Management
316
Los Angeles Capital Management
California
$204K -$187K -3,034 -47%
PCM
317
Poehling Capital Management
Wisconsin
$204K
Lazard Asset Management
318
Lazard Asset Management
New York
$198K
GHCM
319
Glen Harbor Capital Management
California
$196K +$199K +3,235 New
APP
320
Avantax Planning Partners
Iowa
$169K -$14.3K -233 -8%
CBOA
321
Commonwealth Bank of Australia
Australia
$167K +$170K +2,757 New
RCM
322
Riverhead Capital Management
Delaware
$164K +$167K +2,706 New
IFAM
323
Institutional & Family Asset Management
Colorado
$163K -$210K -3,412 -56%
SF
324
Synovus Financial
Georgia
$163K +$165K +2,684 New
DSN
325
D. Scott Neal
Kentucky
$153K