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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
301
Independent Financial Group
California
$1.19M -$621K -8,928 -33%
Cerity Partners
302
Cerity Partners
New York
$1.16M +$332K +4,773 +37%
AOWM
303
Alpha Omega Wealth Management
Virginia
$1.15M -$16.1K -231 -1%
FFA
304
Founders Financial Alliance
North Carolina
$1.15M +$50.3K +723 +4%
HIA
305
Harbor Investment Advisory
Maryland
$1.13M -$12.7K -182 -1%
AAP
306
Arax Advisory Partners
Colorado
$1.12M -$87.9K -1,265 -7%
PAM
307
Panagora Asset Management
Massachusetts
$1.1M
MSRPS
308
Maryland State Retirement & Pension System
Maryland
$1.1M
MGP
309
Metis Global Partners
California
$1.07M +$866K +12,453 +331%
JWM
310
Jeppson Wealth Management
California
$1.07M +$203K +2,919 +22%
Principal Financial Group
311
Principal Financial Group
Iowa
$1.07M -$361K -5,188 -24%
IWM
312
IHT Wealth Management
Illinois
$1.04M -$53K -762 -5%
SPIA
313
Steward Partners Investment Advisory
New York
$1.04M +$14.5K +208 +1%
TYCC
314
Texas Yale Capital Corp
Florida
$1.03M -$14.3K -205 -1%
LMIM
315
Lockheed Martin Investment Management
Maryland
$1.02M +$114K +1,634 +12%
CWM
316
C2C Wealth Management
Arizona
$1.02M
SPC
317
Sigma Planning Corp
Michigan
$1.01M -$235K -3,378 -18%
PA
318
PFG Advisors
Arizona
$1.01M -$11.2K -161 -1%
SWP
319
Stratos Wealth Partners
Ohio
$987K +$112K +1,606 +12%
LFA
320
LGT Financial Advisors
Texas
$987K +$6.4K +92 +0.6%
FDCDDQ
321
Federation des caisses Desjardins du Quebec
Quebec, Canada
$973K +$878K +12,634 +612%
CRC
322
Curi RMB Capital
Illinois
$970K
CWM
323
Cornerstone Wealth Management
Missouri
$963K +$84.6K +1,217 +9%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$961K -$27K -388 -3%
Axa
325
Axa
France
$954K -$16K -230 -2%