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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
$444K +$423K +6,500 +1,461%
DCM
302
Dupont Capital Management
Delaware
$442K +$48.4K +744 +12%
PCA
303
Personal Capital Advisors
California
$442K +$450K +6,907 New
RJT
304
Raymond James Trust
Florida
$427K +$30.7K +472 +8%
BFO
305
Boston Family Office
Massachusetts
$425K -$29.9K -459 -6%
LA
306
LexAurum Advisors
Kansas
$422K +$23.9K +368 +6%
SFS
307
Sowell Financial Services
Arkansas
$411K +$417K +6,415 New
BFS
308
Bradley Foster & Sargent
Connecticut
$407K -$59.8K -919 -13%
WEC
309
Winslow Evans & Crocker
Massachusetts
$404K +$9.96K +153 +3%
WAM
310
World Asset Management
Michigan
$398K +$123K +1,890 +44%
5L
311
55I LLC
Massachusetts
$398K +$405K +6,223 New
HDIM
312
Hanson & Doremus Investment Management
Vermont
$393K +$2.08K +32 +0.5%
DMK
313
David M. Knott
$392K
CFG
314
Cooper Financial Group
California
$392K +$398K +6,118 New
BBA
315
Braun-Bostich & Associates
Pennsylvania
$384K +$316K +4,854 +421%
PA
316
Profund Advisors
Maryland
$378K -$32.7K -502 -8%
CCM
317
Covington Capital Management
California
$376K
FNBOMD
318
First National Bank of Mount Dora
Florida
$373K +$6.64K +102 +2%
LMAM
319
Legg Mason Asset Management
Japan
$373K +$213K +3,267 +128%
IFWM
320
Institute for Wealth Management
Colorado
$373K +$380K +5,834 New
XK
321
Xact Kapitalforvaltning
Sweden
$372K -$254K -3,903 -40%
SCCM
322
Schafer Cullen Capital Management
New York
$370K
AWA
323
Arete Wealth Advisors
Illinois
$366K +$25.1K +386 +7%
LFAS
324
Level Four Advisory Services
Texas
$365K -$89.9K -1,381 -19%
BAM
325
Belpointe Asset Management
Nevada
$365K +$172K +2,640 +86%