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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
351
DF Dent & Co
Maryland
$414K
CPA
352
Capital Planning Advisors
California
$412K
BCWM
353
Blue Chip Wealth Management
Florida
$411K +$158 +2 +0%
ECM
354
Evergreen Capital Management
Washington
$410K
MAFM
355
Mid Atlantic Financial Management
Pennsylvania
$410K +$1.58K +20 +0.4%
BWP
356
Baldwin Wealth Partners
Massachusetts
$406K +$404K +5,105 New
Fifth Third Bancorp
357
Fifth Third Bancorp
Ohio
$395K +$4.12K +52 +1%
HDIM
358
Hanson & Doremus Investment Management
Vermont
$394K -$71.1K -897 -15%
CCA
359
Conestoga Capital Advisors
Pennsylvania
$394K
PHIMC
360
Private Harbour Investment Management & Counsel
Ohio
$384K -$80.9K -1,021 -17%
CWM
361
Campbell Wealth Management
Virginia
$382K
OWD
362
Osborn Williams & Donohoe
Ohio
$382K
PIA
363
Pinion Investment Advisors
Kansas
$381K -$53.3K -673 -12%
RFM
364
Royal Fund Management
Florida
$381K -$40K -505 -10%
FFSOTS
365
Fiduciary Financial Services of The Southwest
Texas
$380K
BBA
366
Braun-Bostich & Associates
Pennsylvania
$378K -$52.6K -664 -12%
BOH
367
Bank of Hawaii
Hawaii
$375K +$374K +4,722 New
WMA
368
Wealth Management Associates
New Jersey
$373K -$14.2K -179 -4%
SFI
369
SPC Financial Inc
Maryland
$372K -$54.8K -692 -13%
MSFP
370
Mark Sheptoff Financial Planning
Connecticut
$371K
FC
371
FCA Corp
Texas
$363K
IRF
372
IBM Retirement Fund
New York
$362K +$14K +177 +4%
WS
373
Wedbush Securities
California
$355K -$31.4K -397 -8%
RFC
374
Regions Financial Corp
Alabama
$354K -$52.5K -663 -13%
GT
375
Greenleaf Trust
Michigan
$352K +$6.65K +84 +2%