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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
351
Concurrent Investment Advisors
Florida
$710K +$631K +10,961 New
Pathstone Holdings
352
Pathstone Holdings
New Jersey
$709K +$623K +10,811 New
IAA
353
Independent Advisor Alliance
North Carolina
$709K -$266K -4,611 -30%
SLAM
354
Swiss Life Asset Management
$709K +$629K +10,921 New
HCM
355
Highlander Capital Management
New Jersey
$702K -$13.1K -227 -2%
CB
356
Commerce Bank
Missouri
$693K -$544K -9,443 -47%
DI
357
Diligent Investors
California
$692K -$66.7K -1,157 -10%
NB
358
Norinchukin Bank
Japan
$688K -$23.3K -404 -4%
FCA
359
FLC Capital Advisors
California
$684K -$182K -3,164 -23%
FNBOMD
360
First National Bank of Mount Dora
Florida
$674K -$12.6K -218 -2%
IWM
361
IHT Wealth Management
Illinois
$672K -$391K -6,795 -40%
AWA
362
Arkadios Wealth Advisors
Georgia
$666K +$592K +10,278 New
CCM
363
Coldstream Capital Management
Washington
$664K +$14.8K +257 +3%
ACMA
364
Arbor Capital Management (Alaska)
Alaska
$656K -$17.6K -305 -3%
LOIM
365
Liberty One Investment Management
Illinois
$654K -$37.7K -655 -6%
WA
366
Wambolt & Associates
Colorado
$641K -$56.5K -981 -9%
HPM
367
Hudson Portfolio Management
New York
$640K -$54.6K -948 -9%
WWP
368
Walden Wealth Partners
Ohio
$638K +$568K +9,851 New
OC
369
Oppenheimer & Co
New York
$632K +$18.6K +323 +3%
AWM
370
Accel Wealth Management
Iowa
$630K -$12.8K -222 -2%
MA
371
MKT Advisors
California
$628K -$95.5K -1,657 -15%
PFPT
372
Pinnacle Financial Partners (Tennessee)
Tennessee
$628K -$9.79K -170 -2%
FNT
373
First National Trust
Pennsylvania
$624K -$11.6K -202 -2%
Walleye Trading
374
Walleye Trading
New York
$622K +$172K +2,988 +45%
LWCFA
375
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$620K -$12.1K -210 -2%