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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$532K +$88.7K +1,231 +22%
LA
302
LexAurum Advisors
Kansas
$531K +$22.8K +316 +5%
CWM
303
Cornerstone Wealth Management
Missouri
$531K +$24.1K +335 +8%
WEC
304
Winslow Evans & Crocker
Massachusetts
$530K +$44.2K +613 +10%
BL
305
BFSG LLC
California
$527K -$430K -5,976 -47%
WAM
306
World Asset Management
Michigan
$526K +$45.7K +635 +10%
CIC
307
Carnegie Investment Counsel
Ohio
$519K -$50.4K -700 -9%
ZAM
308
Zevin Asset Management
Massachusetts
$518K -$303K -4,211 -38%
Fisher Asset Management
309
Fisher Asset Management
Washington
$515K +$78.2K +1,085 +19%
AG
310
AlphaSimPlex Group
Massachusetts
$510K +$479K +6,654 New
PTC
311
Philadelphia Trust Company
Pennsylvania
$509K +$478K +6,637 New
AIM
312
Achmea Investment Management
Netherlands
$508K +$477K +6,616 New
SCA
313
Secor Capital Advisors
New York
$505K +$474K +6,579 New
BFO
314
Boston Family Office
Massachusetts
$504K -$5.55K -77 -1%
RJT
315
Raymond James Trust
Florida
$496K -$15.3K -212 -3%
SFS
316
Sowell Financial Services
Arkansas
$492K
LFAS
317
Level Four Advisory Services
Texas
$492K +$51.1K +709 +12%
MCP
318
Mirador Capital Partners
California
$490K +$91.5K +1,270 +25%
TRCT
319
Tower Research Capital (TRC)
New York
$489K +$340K +4,717 +286%
MSS
320
Mitchell Sinkler & Starr
Pennsylvania
$484K +$160K +2,221 +54%
DCM
321
Dupont Capital Management
Delaware
$482K -$45K -624 -9%
AFP
322
Ausdal Financial Partners
Iowa
$482K +$453K +6,284 New
CCM
323
Community Capital Management
Florida
$478K -$802K -11,129 -64%
BAS
324
Brown Advisory Securities
Maryland
$474K -$442K -6,142 -50%
BSW
325
Buckingham Strategic Wealth
Missouri
$472K +$443K +6,148 New