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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Ameritas Advisory Services
Nebraska
$1.05M -$8.64K -150 -0.9%
CT
302
Colonial Trust
South Carolina
$1.04M -$380K -6,595 -29%
AOWM
303
Alpha Omega Wealth Management
Virginia
$1.04M -$22.6K -392 -2%
AI
304
Atria Investments
North Carolina
$1.04M -$480K -8,338 -34%
NW
305
Naviter Wealth
Arkansas
$1.01M +$84.4K +1,465 +10%
Cerity Partners
306
Cerity Partners
New York
$1,000K +$72.8K +1,264 +9%
CGH
307
Crossmark Global Holdings
Texas
$979K +$870K +15,105 New
DEA
308
DoubleLine ETF Adviser
Florida
$975K +$867K +15,047 New
SPIA
309
Steward Partners Investment Advisory
New York
$975K -$172K -2,981 -17%
TYCC
310
Texas Yale Capital Corp
Florida
$965K -$41.2K -715 -5%
PS
311
Principal Securities
Iowa
$951K +$846K +14,680 New
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$945K -$5.99K -104 -0.7%
HSA
313
HBK Sorce Advisory
Pennsylvania
$942K +$454K +7,881 +119%
IFG
314
Independent Financial Group
California
$931K -$277K -4,815 -25%
CRC
315
Curi RMB Capital
Illinois
$931K -$17.1K -296 -2%
BRWA
316
B. Riley Wealth Advisors
Florida
$923K -$138K -2,396 -15%
Natixis Advisors
317
Natixis Advisors
Massachusetts
$921K +$819K +14,218 New
Nordea Investment Management
318
Nordea Investment Management
Sweden
$913K -$16.9K -294 -2%
DBRC
319
D.B. Root & Company
Pennsylvania
$910K -$343K -5,946 -30%
C1AG
320
Client 1st Advisory Group
Florida
$893K -$30.8K -534 -4%
CWM
321
C2C Wealth Management
Arizona
$884K -$110K -1,916 -12%
PP
322
Prudential plc
United Kingdom
$879K +$238K +4,135 +44%
ATPW
323
Ashton Thomas Private Wealth
Arizona
$875K +$778K +13,507 New
PCM
324
Penserra Capital Management
California
$875K +$208K +3,612 +36%
APF
325
Alaska Permanent Fund
Alaska
$873K -$706K -12,258 -48%