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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WWA
301
WCG Wealth Advisors
Nevada
$1.05M -$240K -4,052 -19%
CLA
302
Carnegie Lake Advisors
New Jersey
$999K +$950K +16,030 New
RCM
303
RB Capital Management
Nevada
$984K -$60.8K -1,025 -6%
Bank of Nova Scotia
304
Bank of Nova Scotia
Ontario, Canada
$982K +$2.31K +39 +0.2%
DEA
305
DoubleLine ETF Adviser
Florida
$974K +$927K +15,640 New
FFA
306
Founders Financial Alliance
North Carolina
$972K -$7.41K -125 -0.8%
AOWM
307
Alpha Omega Wealth Management
Virginia
$967K -$18.3K -309 -2%
EP
308
Edgestream Partners
New Jersey
$951K +$905K +15,269 New
Baird Financial Group
309
Baird Financial Group
Wisconsin
$950K +$149K +2,507 +20%
PS
310
Principal Securities
Iowa
$942K +$26.3K +444 +3%
AAS
311
Ameritas Advisory Services
Nebraska
$941K +$585K +9,870 +189%
CGH
312
Crossmark Global Holdings
Texas
$940K +$55K +928 +7%
O
313
Ossiam
France
$935K +$223K +3,755 +33%
VIM
314
Vista Investment Management
Pennsylvania
$927K +$28.6K +482 +3%
AAP
315
Arax Advisory Partners
Colorado
$920K -$73K -1,231 -8%
Nordea Investment Management
316
Nordea Investment Management
Sweden
$911K
TYCC
317
Texas Yale Capital Corp
Florida
$910K +$296 +5 +0%
USAA
318
United Services Automobile Association
Texas
$902K -$152K -2,563 -15%
Mirae Asset Global Investments
319
Mirae Asset Global Investments
South Korea
$896K +$270K +4,554 +47%
FIA
320
FNY Investment Advisers
New York
$890K +$848K +14,300 New
PWM
321
Perigon Wealth Management
California
$868K +$826K +13,928 New
AI
322
Atria Investments
North Carolina
$865K -$84.3K -1,422 -9%
NHC
323
Nicholas Hoffman & Company
Georgia
$864K -$9.48K -160 -1%
Envestnet Portfolio Solutions
324
Envestnet Portfolio Solutions
Illinois
$840K +$1.19K +20 +0.1%
DILIC
325
Dai-ichi Life Insurance Company
Japan
$826K