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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$806K +$74.3K +1,305 +10%
TYCC
327
Texas Yale Capital Corp
Florida
$796K +$285 +5 +0%
USAA
328
United Services Automobile Association
Texas
$789K
PS
329
Principal Securities
Iowa
$773K -$53.3K -936 -6%
Bank of Nova Scotia
330
Bank of Nova Scotia
Ontario, Canada
$767K -$95.3K -1,672 -11%
RCM
331
RB Capital Management
Nevada
$766K -$98.7K -1,733 -11%
MCM
332
MAI Capital Management
Ohio
$763K +$300K +5,263 +60%
GI
333
GAMCO Investors
Connecticut
$741K -$513K -9,000 -40%
TC
334
TownSquare Capital
Utah
$731K +$132K +2,323 +21%
AI
335
Atria Investments
North Carolina
$731K -$27K -474 -3%
PP
336
Prudential plc
United Kingdom
$730K +$90.6K +1,590 +13%
SI
337
Stephens Inc
Arkansas
$730K +$22.3K +392 +3%
FFA
338
Founders Financial Alliance
North Carolina
$726K -$130K -2,275 -15%
PWM
339
Perigon Wealth Management
California
$723K -$51.4K -902 -6%
HR
340
Howe & Rusling
New York
$720K +$75.9K +1,332 +11%
SPIA
341
Steward Partners Investment Advisory
New York
$701K +$55.8K +979 +8%
SCM
342
Sterling Capital Management
North Carolina
$700K +$253K +4,442 +53%
EWA
343
EP Wealth Advisors
California
$688K +$233K +4,088 +48%
OC
344
Oppenheimer & Co
New York
$684K +$131K +2,297 +22%
PI
345
PFG Investments
New York
$676K +$248K +4,346 +54%
C1AG
346
Client 1st Advisory Group
Florida
$672K -$22.3K -391 -3%
SIC
347
Samalin Investment Counsel
New York
$670K -$50K -878 -7%
CWM
348
C2C Wealth Management
Arizona
$668K +$28.5K +500 +4%
LOIM
349
Liberty One Investment Management
Illinois
$667K +$57.9K +1,016 +9%
WWA
350
WCG Wealth Advisors
Nevada
$663K -$264K -4,629 -28%