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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
NEIRG
351
New England Investment & Retirement Group
Massachusetts
$751K -$6.88K -94 -0.9%
IWP
352
Insight Wealth Partners
Texas
$747K -$50.2K -686 -6%
LWCFA
353
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$746K -$2.2K -30 -0.3%
FNT
354
First National Trust
Pennsylvania
$718K
FHA
355
Flagship Harbor Advisors
Massachusetts
$711K +$73 +1 +0%
Rockefeller Capital Management
356
Rockefeller Capital Management
New York
$691K +$405K +5,535 +141%
SBIA
357
Sheaff Brock Investment Advisors
Indiana
$682K +$7.32K +100 +1%
First Manhattan
358
First Manhattan
New York
$671K -$11.2K -153 -2%
WPW
359
Warther Private Wealth
Ohio
$669K +$669K +9,140 New
WorldQuant Millennium Advisors
360
WorldQuant Millennium Advisors
New York
$660K +$661K +9,031 New
CWP
361
Concord Wealth Partners
Virginia
$658K -$46.2K -631 -7%
PHK
362
Point72 Hong Kong
Hong Kong
$657K +$658K +8,988 New
QI
363
QS Investors
New York
$655K -$194K -2,655 -23%
GIA
364
Guyasuta Investment Advisors
Pennsylvania
$649K +$23.6K +322 +4%
FHC
365
First Heartland Consultants
Missouri
$626K -$347K -4,741 -36%
MAFM
366
Mid Atlantic Financial Management
Pennsylvania
$625K +$146K +1,996 +30%
KA
367
Kovack Advisors
Florida
$624K +$73 +1 +0%
ECM
368
ExodusPoint Capital Management
New York
$618K -$1.77M -24,133 -74%
IWM
369
IHT Wealth Management
Illinois
$616K -$29.3K -400 -5%
LFA
370
Landmark Financial Advisors
Kentucky
$616K
Vanguard Personalized Indexing Management
371
Vanguard Personalized Indexing Management
California
$616K +$617K +8,430 New
Financial Engines Advisors
372
Financial Engines Advisors
California
$608K
CAG
373
Crestwood Advisors Group
Massachusetts
$597K
CIAS
374
Capital Investment Advisory Services
North Carolina
$595K +$10.6K +145 +2%
CCM
375
Coldstream Capital Management
Washington
$582K -$4.46K -61 -0.8%