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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Coldstream Capital Management
Washington
$793K -$8.55K -102 -1%
VFA
302
Voya Financial Advisors
Connecticut
$774K -$29.3K -350 -3%
PFPT
303
Pinnacle Financial Partners (Tennessee)
Tennessee
$772K
NFG
304
Noven Financial Group
Colorado
$764K +$2.6K +31 +0.3%
BIAS
305
Beacon Investment Advisory Services
New Jersey
$761K +$90.6K +1,081 +13%
IWA
306
Independence Wealth Advisors
Virginia
$755K +$335 +4 +0%
FHA
307
Flagship Harbor Advisors
Massachusetts
$754K +$14.3K +171 +2%
CIC
308
Carnegie Investment Counsel
Ohio
$752K -$77.9K -930 -9%
HIA
309
Harbor Investment Advisory
Maryland
$749K +$801K +9,556 New
RA
310
RFG Advisory
Alabama
$738K -$7.96K -95 -1%
Ensign Peak Advisors
311
Ensign Peak Advisors
Utah
$732K +$782K +9,338 New
SS
312
Simplicity Solutions
Minnesota
$723K +$36.6K +437 +5%
KCM
313
Kathmere Capital Management
Pennsylvania
$721K +$770K +9,193 New
MAM
314
Morse Asset Management
Connecticut
$720K
SC
315
Sawyer & Company
Massachusetts
$720K +$607K +7,244 +372%
ACC
316
Accident Compensation Corp
New Zealand
$720K +$770K +9,189 New
Wellington Management Group
317
Wellington Management Group
Massachusetts
$718K +$144K +1,723 +23%
DI
318
Diligent Investors
California
$710K -$838 -10 -0.1%
KA
319
Kovack Advisors
Florida
$710K +$23.9K +285 +3%
Prudential Financial
320
Prudential Financial
New Jersey
$702K -$85.5K -1,021 -10%
FMBTD
321
First Midwest Bank Trust Division
Illinois
$699K +$119K +1,419 +19%
BFEC
322
Benjamin F. Edwards & Company
Missouri
$692K -$94.1K -1,123 -11%
EH
323
Equitable Holdings
New York
$691K +$739K +8,819 New
AF
324
Advisornet Financial
Minnesota
$672K +$254K +3,028 +55%
BAM
325
Belpointe Asset Management
Nevada
$658K +$22.9K +273 +3%