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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
301
Wilbanks Smith & Thomas Asset Management
Virginia
$752K +$30.4K +455 +4%
AWM
302
Apollon Wealth Management
South Carolina
$744K +$719K +10,759 New
CG
303
Colony Group
Massachusetts
$730K +$347K +5,198 +97%
NEIRG
304
New England Investment & Retirement Group
Massachusetts
$723K -$21.4K -321 -3%
SC
305
Sawyer & Company
Massachusetts
$719K -$46K -689 -6%
Principal Financial Group
306
Principal Financial Group
Iowa
$717K -$168K -2,522 -20%
OC
307
Oppenheimer & Co
New York
$717K +$692K +10,367 New
LWCFA
308
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$706K
First Manhattan
309
First Manhattan
New York
$703K -$68.2K -1,021 -9%
CF
310
Centaurus Financial
California
$695K -$167K -2,505 -20%
QI
311
QS Investors
New York
$690K -$7M -104,729 -91%
FFA
312
Founders Financial Alliance
North Carolina
$688K +$130K +1,949 +24%
HIA
313
Harbor Investment Advisory
Maryland
$680K +$25.8K +386 +4%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$677K -$28.1K -421 -4%
SFS
315
Sowell Financial Services
Arkansas
$673K -$27.2K -407 -4%
FCCM
316
First City Capital Management
Georgia
$668K -$748K -11,203 -53%
VIM
317
Vista Investment Management
Pennsylvania
$667K -$65.1K -974 -9%
CIC
318
Carnegie Investment Counsel
Ohio
$661K +$14.4K +215 +2%
ACM
319
AlphaCrest Capital Management
New York
$652K -$56.6K -848 -8%
AA
320
ALPS Advisors
Colorado
$652K +$119K +1,777 +23%
VFA
321
Voya Financial Advisors
Connecticut
$645K -$4.21K -63 -0.7%
CCM
322
Coldstream Capital Management
Washington
$637K -$824K -12,334 -57%
SBIA
323
Sheaff Brock Investment Advisors
Indiana
$619K +$54K +808 +10%
CAG
324
Crestwood Advisors Group
Massachusetts
$618K
FMBTD
325
First Midwest Bank Trust Division
Illinois
$616K -$34K -509 -5%