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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
RFM
351
Royal Fund Management
Florida
$650K +$38.2K +596 +5%
HR
352
Howe & Rusling
New York
$643K
SAM
353
Shell Asset Management
Netherlands
$640K -$20.4K -319 -3%
AWM
354
Adams Wealth Management
Utah
$640K +$25.1K +392 +3%
FPW
355
Flagship Private Wealth
Massachusetts
$635K -$67.2K -1,049 -8%
DI
356
Diligent Investors
California
$627K +$445K +6,939 +142%
CFG
357
Cooper Financial Group
California
$626K +$17.8K +278 +2%
Bank of Nova Scotia
358
Bank of Nova Scotia
Ontario, Canada
$624K +$111K +1,733 +17%
EI
359
Ethic Inc
New York
$621K +$287K +4,479 +62%
OTL
360
Oak Thistle LLC
New York
$619K +$749K +11,691 New
PCA
361
Peddock Capital Advisors
Massachusetts
$618K -$2.69K -42 -0.4%
O
362
Ossiam
France
$617K +$458K +7,156 +160%
Envestnet Portfolio Solutions
363
Envestnet Portfolio Solutions
Illinois
$613K +$741K +11,564 New
MA
364
MKT Advisors
California
$594K -$2.05K -32 -0.3%
TC
365
TownSquare Capital
Utah
$589K -$167K -2,608 -19%
HCM
366
Highlander Capital Management
New Jersey
$585K +$268K +4,186 +61%
OPA
367
Old Port Advisors
Maine
$585K +$707K +11,037 New
NB
368
Norinchukin Bank
Japan
$583K +$43.9K +686 +7%
SIC
369
Samalin Investment Counsel
New York
$581K +$80.8K +1,261 +13%
CCFM
370
Clear Creek Financial Management
Washington
$576K +$192 +3 +0%
YCM
371
Yousif Capital Management
Michigan
$576K -$320 -5 -0%
HPM
372
Hudson Portfolio Management
New York
$574K
EC
373
Elequin Capital
New York
$572K +$278K +4,341 +67%
WA
374
Wambolt & Associates
Colorado
$570K -$19.3K -302 -3%
LOIM
375
Liberty One Investment Management
Illinois
$569K +$7.75K +121 +1%