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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PAM
301
Panagora Asset Management
Massachusetts
$858K -$59.9K -1,000 -6%
PS
302
Principal Securities
Iowa
$856K +$29.2K +488 +3%
HSA
303
HBK Sorce Advisory
Pennsylvania
$828K +$8.92K +149 +1%
TYCC
304
Texas Yale Capital Corp
Florida
$824K -$17.7K -296 -2%
SPIA
305
Steward Partners Investment Advisory
New York
$821K -$29.9K -499 -3%
LA
306
LBP AM
France
$819K +$415K +6,940 +92%
Envestnet Portfolio Solutions
307
Envestnet Portfolio Solutions
Illinois
$799K +$76.3K +1,275 +10%
RFM
308
Royal Fund Management
Florida
$793K +$58.1K +971 +7%
SWP
309
Stratos Wealth Partners
Ohio
$780K -$186K -3,106 -18%
HCM
310
HGI Capital Management
New York
$780K +$827K +13,818 New
C1AG
311
Client 1st Advisory Group
Florida
$775K -$2.93K -49 -0.4%
VIM
312
Vista Investment Management
Pennsylvania
$772K +$13.5K +226 +2%
CRC
313
Curi RMB Capital
Illinois
$771K -$41.9K -700 -5%
CT
314
Colonial Trust
South Carolina
$767K -$149K -2,490 -15%
Nordea Investment Management
315
Nordea Investment Management
Sweden
$761K -$29.3K -490 -3%
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$756K +$282K +4,719 +54%
EI
317
Ethic Inc
New York
$745K -$585K -9,773 -43%
EWA
318
EverSource Wealth Advisors
Alabama
$738K +$699K +11,674 +651%
APW
319
Aurora Private Wealth
New Jersey
$705K -$52.8K -882 -7%
SPC
320
Sigma Planning Corp
Michigan
$704K +$386K +6,445 +107%
CWM
321
C2C Wealth Management
Arizona
$703K -$59.9K -1,000 -7%
HWM
322
Heirloom Wealth Management
Colorado
$703K -$5.27K -88 -0.7%
DAS
323
Dynamic Advisor Solutions
Arizona
$702K -$383K -6,400 -34%
SIC
324
Samalin Investment Counsel
New York
$701K -$32.1K -536 -4%
BIAS
325
Beacon Investment Advisory Services
New Jersey
$700K -$60.6K -1,013 -8%