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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
301
Martingale Asset Management
Massachusetts
$974K +$1.02M +17,884 New
Carson Wealth (CWM LLC)
302
Carson Wealth (CWM LLC)
Nebraska
$967K +$6.89K +121 +0.7%
SF
303
Summit Financial
New Jersey
$966K -$29.8K -523 -3%
IWC
304
Integrated Wealth Concepts
Massachusetts
$963K -$249K -4,373 -20%
AWA
305
Arete Wealth Advisors
Illinois
$945K -$38.5K -676 -4%
HIA
306
Harbor Investment Advisory
Maryland
$936K +$684 +12 +0.1%
GWM
307
Geneos Wealth Management
Colorado
$933K -$11.2K -197 -1%
HSA
308
HBK Sorce Advisory
Pennsylvania
$925K +$5.7K +100 +0.6%
GIBU
309
Gulf International Bank (UK)
United Kingdom
$908K -$26.3K -462 -3%
CLA
310
Carnegie Lake Advisors
New Jersey
$902K +$30.5K +535 +3%
SAM
311
Securian Asset Management
Minnesota
$901K -$26.9K -473 -3%
Nordea Investment Management
312
Nordea Investment Management
Sweden
$888K +$90.4K +1,587 +11%
Squarepoint
313
Squarepoint
New York
$881K -$3.28M -57,537 -78%
NW
314
Naviter Wealth
Arkansas
$877K -$370K -6,487 -29%
WA
315
Wealthstar Advisors
Texas
$863K +$902K +15,840 New
AAS
316
Ameritas Advisory Services
Nebraska
$862K +$41.4K +726 +5%
Rockefeller Capital Management
317
Rockefeller Capital Management
New York
$857K -$278K -4,885 -24%
DEA
318
DoubleLine ETF Adviser
Florida
$856K +$4.22K +74 +0.5%
HWM
319
HB Wealth Management
Georgia
$832K +$156K +2,732 +22%
CPRC
320
Consolidated Portfolio Review Corp
New York
$825K +$863K +15,152 New
CGH
321
Crossmark Global Holdings
Texas
$821K -$114 -2 -0%
VIM
322
Vista Investment Management
Pennsylvania
$820K +$9K +158 +1%
SLAM
323
Swiss Life Asset Management
$813K +$536K +9,412 +170%
GCP
324
GSA Capital Partners
United Kingdom
$813K +$375K +6,578 +79%
LI
325
LRI Investments
Florida
$812K -$262K -4,603 -24%