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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
351
Jeppson Wealth Management
California
$1M +$123K +1,538 +13%
TRCT
352
Tower Research Capital (TRC)
New York
$999K +$408K +5,126 +64%
DILIC
353
Dai-ichi Life Insurance Company
Japan
$996K +$12.7K +160 +1%
DADC
354
D.A. Davidson & Co
Montana
$982K -$9K -113 -0.9%
HWM
355
Heirloom Wealth Management
Colorado
$978K -$17.1K -215 -2%
SI
356
Stephens Inc
Arkansas
$968K -$80.8K -1,014 -7%
Cerity Partners
357
Cerity Partners
New York
$966K -$20K -251 -2%
LNC
358
Lincoln National Corp
Pennsylvania
$953K -$611K -7,662 -38%
FFN
359
Focus Financial Network
Minnesota
$935K +$41.8K +524 +5%
C1AG
360
Client 1st Advisory Group
Florida
$930K
Nordea Investment Management
361
Nordea Investment Management
Sweden
$929K +$42.6K +535 +5%
VIM
362
Vista Investment Management
Pennsylvania
$927K -$53.5K -672 -5%
HR
363
Howe & Rusling
New York
$922K -$967K -12,133 -50%
RFM
364
Royal Fund Management
Florida
$921K +$36.5K +458 +4%
MA
365
MKT Advisors
California
$903K +$1.2K +15 +0.1%
Fiera Capital (Canada)
366
Fiera Capital (Canada)
Quebec, Canada
$901K -$209K -2,629 -18%
HG
367
Herbst Group
Connecticut
$898K +$8.13K +102 +0.9%
PP
368
Prudential plc
United Kingdom
$890K -$8.29K -104 -0.9%
CFG
369
Cooper Financial Group
California
$888K +$14.1K +177 +2%
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$885K +$296K +3,718 +47%
Bessemer Group
371
Bessemer Group
New Jersey
$875K -$321K -4,023 -26%
VI
372
Versor Investments
New York
$874K +$537K +6,739 +141%
PCA
373
Peddock Capital Advisors
Massachusetts
$853K +$100K +1,261 +13%
WA
374
Wambolt & Associates
Colorado
$844K -$9.32K -117 -1%
AWM
375
Adams Wealth Management
Utah
$843K +$104K +1,311 +13%