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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
326
HBW Advisory Services
California
$1.15M -$38.3K -510 -3%
PWM
327
Perigon Wealth Management
California
$1.13M +$449K +5,974 +68%
LFA
328
LGT Financial Advisors
Texas
$1.13M +$1.11M +14,735 New
CRC
329
Curi RMB Capital
Illinois
$1.12M +$15.2K +202 +1%
CW
330
CIC Wealth
Maryland
$1.12M +$1.1M +14,656 New
ASN
331
Advisory Services Network
Georgia
$1.12M -$161K -2,142 -13%
GA
332
GoalVest Advisory
New York
$1.11M +$115K +1,527 +12%
Fiera Capital (Canada)
333
Fiera Capital (Canada)
Quebec, Canada
$1.11M +$76.7K +1,021 +8%
GRP
334
Global Retirement Partners
California
$1.1M +$209K +2,779 +24%
MWM
335
Madison Wealth Management
Ohio
$1.09M
Rockefeller Capital Management
336
Rockefeller Capital Management
New York
$1.09M +$132K +1,753 +14%
LFA
337
Laraway Financial Advisors
Minnesota
$1.07M +$1.05M +13,989 New
SI
338
Stephens Inc
Arkansas
$1.05M -$61.1K -813 -6%
LMIM
339
Lockheed Martin Investment Management
Maryland
$1.05M +$115K +1,532 +13%
MCC
340
Money Concepts Capital
Florida
$1.05M +$175K +2,327 +20%
NWM
341
NEIRG Wealth Management
Massachusetts
$1.05M
JWCA
342
J.W. Cole Advisors
Florida
$1.04M +$80.1K +1,066 +9%
HKAM
343
Horizon Kinetics Asset Management
New York
$1.03M +$53.6K +714 +6%
TBC
344
Ted Buchan & Co
California
$1.03M +$1.01M +13,454 New
Group One Trading
345
Group One Trading
Illinois
$1.02M +$193K +2,567 +24%
Natixis Advisors
346
Natixis Advisors
Massachusetts
$1.02M +$25.8K +344 +3%
AC
347
Allstate Corporation
Illinois
$1.01M -$6.31K -84 -0.6%
AIM
348
Allstate Investment Management
Illinois
$1.01M +$994K +13,229 New
HWM
349
Heirloom Wealth Management
Colorado
$1M +$985K +13,111 New
MA
350
MKT Advisors
California
$1M +$1.2K +16 +0.1%