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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Samalin Investment Counsel
New York
$821K +$164K +2,762 +27%
RJT
327
Raymond James Trust
Florida
$817K -$12.9K -218 -2%
CRC
328
Curi RMB Capital
Illinois
$815K -$34.3K -578 -4%
WP
329
WealthPLAN Partners
Nebraska
$812K -$487K -8,224 -39%
SI
330
Stephens Inc
Arkansas
$810K +$56.5K +953 +8%
DAS
331
Dynamic Advisor Solutions
Arizona
$797K -$44.5K -750 -6%
C1AG
332
Client 1st Advisory Group
Florida
$793K -$59.3K -1,000 -7%
HWM
333
HB Wealth Management
Georgia
$781K +$6.82K +115 +0.9%
AI
334
AXS Investments
New York
$779K -$842K -14,200 -53%
MSRPS
335
Maryland State Retirement & Pension System
Maryland
$771K -$227K -3,833 -24%
Lazard Asset Management
336
Lazard Asset Management
New York
$753K -$401K -6,767 -36%
Janus Henderson Group
337
Janus Henderson Group
$747K
EI
338
Ethic Inc
New York
$745K +$145K +2,445 +23%
BFM
339
Boothbay Fund Management
New York
$742K +$14.7K +248 +2%
SPIA
340
Steward Partners Investment Advisory
New York
$741K +$29.3K +494 +4%
HR
341
Howe & Rusling
New York
$740K -$1.6K -27 -0.2%
CT
342
Colonial Trust
South Carolina
$738K -$48.7K -821 -6%
PP
343
Prudential plc
United Kingdom
$736K +$700K +11,808 New
OSAM
344
O'Shaughnessy Asset Management
Connecticut
$735K +$177K +2,983 +32%
Mackenzie Financial
345
Mackenzie Financial
Ontario, Canada
$727K -$46K -776 -6%
APW
346
Aurora Private Wealth
New Jersey
$726K +$2.19K +37 +0.3%
CFG
347
Cooper Financial Group
California
$724K +$44.3K +748 +7%
WANY
348
Wealthspire Advisors (New York)
New York
$721K +$686K +11,578 New
WA
349
Waverly Advisors
Alabama
$710K -$217K -3,666 -24%
CIA
350
Concurrent Investment Advisors
Florida
$700K +$5.04K +85 +0.8%