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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
AllSquare Wealth Management
New York
$138K
BC
327
Barnett & Company
Tennessee
$133K -$183K -2,680 -58%
SIC
328
Salem Investment Counselors
North Carolina
$133K
WG
329
Welch Group
Alabama
$130K +$131K +1,919 New
POIA
330
Pin Oak Investment Advisors
Texas
$120K +$121K +1,772 New
Envestnet Asset Management
331
Envestnet Asset Management
Illinois
$118K +$15.2K +222 +15%
APA
332
American Portfolios Advisors
New York
$98.7K +$100K +1,462 New
WB
333
Webster Bank
Connecticut
$96K
WT
334
Whittier Trust
California
$93K
Walleye Trading
335
Walleye Trading
New York
$88K +$89K +1,301 New
WCAMG
336
Woodard & Company Asset Management Group
North Carolina
$88K +$89.5K +1,308 New
TIM
337
Tortoise Investment Management
New York
$86K -$20.3K -296 -19%
GFP
338
Gryphon Financial Partners
Ohio
$84K +$85.5K +1,250 New
PFGIA
339
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$83.7K -1,223 -49%
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$83K
LC
341
Landaas & Company
Wisconsin
$83K
PA
342
Parallel Advisors
California
$82K
PS
343
Portfolio Solutions
Michigan
$81K +$342 +5 +0.4%
BBA
344
Braun-Bostich & Associates
Pennsylvania
$78K +$79K +1,154 New
IWM
345
IHT Wealth Management
Illinois
$75K +$31.9K +466 +70%
AF
346
Allworth Financial
California
$73K
QAM
347
QCI Asset Management
New York
$70K +$753 +11 +1%
TWA
348
TCI Wealth Advisors
Arizona
$69K
THWM
349
Taylor Hoffman Wealth Management
Virginia
$67K +$67.5K +986 New
MOS
350
MGO One Seven
Ohio
$65K +$65.6K +959 New