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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
VFG
326
V2 Financial group
Illinois
$605K +$585K +8,755 New
JF
327
Jump Financial
Illinois
$592K +$115K +1,718 +25%
IFG
328
Independent Financial Group
California
$590K +$11.4K +170 +2%
FHA
329
Flagship Harbor Advisors
Massachusetts
$589K +$106K +1,582 +23%
DBRC
330
D.B. Root & Company
Pennsylvania
$586K -$34.5K -517 -6%
FNBOMD
331
First National Bank of Mount Dora
Florida
$579K
Financial Engines Advisors
332
Financial Engines Advisors
California
$576K -$20K -300 -4%
UH
333
Unigestion Holding
Switzerland
$569K -$189K -2,837 -26%
SPIA
334
Steward Partners Investment Advisory
New York
$568K +$156K +2,333 +40%
PP
335
Paloma Partners
Connecticut
$565K -$603K -9,022 -52%
GIA
336
Guyasuta Investment Advisors
Pennsylvania
$557K +$7.88K +118 +1%
MWM
337
Mission Wealth Management
California
$553K -$529K -7,922 -50%
LFA
338
Landmark Financial Advisors
Kentucky
$548K
CWM
339
Cornerstone Wealth Management
Missouri
$547K +$114K +1,708 +28%
AB
340
Amalgamated Bank
New York
$545K +$2.27K +34 +0.4%
KA
341
Kovack Advisors
Florida
$539K +$42.1K +630 +9%
Fuller & Thaler Asset Management
342
Fuller & Thaler Asset Management
California
$531K -$8.55K -128 -2%
MC
343
Moors & Cabot
Massachusetts
$529K +$504K +7,550 New
ACM
344
Ayrshire Capital Management
Connecticut
$528K +$17.4K +261 +4%
SWP
345
Stratos Wealth Partners
Ohio
$523K -$39.6K -593 -7%
Nordea Investment Management
346
Nordea Investment Management
Sweden
$523K
IWM
347
IHT Wealth Management
Illinois
$523K +$41.6K +623 +9%
ASN
348
Advisory Services Network
Georgia
$520K +$12.4K +186 +3%
CIAS
349
Capital Investment Advisory Services
North Carolina
$519K +$79.4K +1,189 +19%
BFEC
350
Benjamin F. Edwards & Company
Missouri
$518K -$53.8K -806 -10%