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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
301
Panagora Asset Management
Massachusetts
$880K
MSRPS
302
Maryland State Retirement & Pension System
Maryland
$877K
AOWM
303
Alpha Omega Wealth Management
Virginia
$871K -$58.4K -911 -5%
BAM
304
Belpointe Asset Management
Nevada
$861K +$232K +3,621 +29%
HKAM
305
Horizon Kinetics Asset Management
New York
$854K +$160K +2,502 +18%
QCM
306
Quantinno Capital Management
New York
$842K +$1.02M +15,894 New
TYCC
307
Texas Yale Capital Corp
Florida
$827K +$320 +5 +0%
IAA
308
Independent Advisor Alliance
North Carolina
$824K -$215K -3,350 -18%
LFA
309
LGT Financial Advisors
Texas
$822K +$39K +609 +4%
CWM
310
C2C Wealth Management
Arizona
$802K +$29.4K +459 +3%
AI
311
AXS Investments
New York
$799K +$966K +15,081 New
FC
312
FORA Capital
Florida
$798K -$983K -15,344 -50%
Vanguard Personalized Indexing Management
313
Vanguard Personalized Indexing Management
California
$795K +$329K +5,130 +52%
BL
314
BFSG LLC
California
$789K +$365K +5,691 +62%
EAM
315
Erste Asset Management
Austria
$787K -$275K -4,289 -23%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$778K +$10.7K +167 +1%
CRC
317
Curi RMB Capital
Illinois
$777K
CWM
318
Cornerstone Wealth Management
Missouri
$769K -$2.82K -44 -0.3%
FRM
319
Fox Run Management
Connecticut
$766K +$263K +4,102 +40%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$765K
ASN
321
Advisory Services Network
Georgia
$764K +$54.5K +850 +6%
C1AG
322
Client 1st Advisory Group
Florida
$758K +$134K +2,093 +17%
NW
323
Naviter Wealth
Arkansas
$754K +$230K +3,589 +35%
SPC
324
Sigma Planning Corp
Michigan
$752K -$70.7K -1,104 -7%
GCP
325
Garda Capital Partners
Minnesota
$751K +$908K +14,181 New