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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
DEA
351
DoubleLine ETF Adviser
Florida
$803K +$9.24K +150 +1%
VA
352
Vident Advisory
Georgia
$801K -$217K -3,518 -22%
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$792K +$8.99K +146 +1%
FPAS
354
Focus Partners Advisor Solutions
Missouri
$791K +$161K +2,612 +26%
FFA
355
Founders Financial Alliance
North Carolina
$778K -$6.71K -109 -0.9%
CRC
356
Curi RMB Capital
Illinois
$774K +$753K +12,227 New
PWM
357
Perigon Wealth Management
California
$757K -$57.2K -929 -7%
FGC
358
Financial Gravity Companies
Texas
$756K +$746K +12,120 New
ASN
359
Advisory Services Network
Georgia
$754K +$47.1K +765 +7%
CFG
360
Cooper Financial Group
California
$749K +$11.1K +181 +2%
AssetMark Inc
361
AssetMark Inc
California
$746K +$72.4K +1,175 +11%
WANY
362
Wealthspire Advisors (New York)
New York
$746K -$7.02K -114 -0.9%
AAS
363
Ameritas Advisory Services
Nebraska
$727K -$226K -3,671 -24%
WIM
364
WealthPlan Investment Management
Nebraska
$721K +$134K +2,180 +23%
PI
365
PFG Investments
New York
$720K -$270K -4,387 -28%
TI
366
Tidal Investments
Wisconsin
$716K +$707K +11,478 New
CIC
367
Cornercap Investment Counsel
Georgia
$716K -$16.3K -264 -2%
I
368
INVST
Indiana
$705K -$20.5K -333 -3%
LOIM
369
Liberty One Investment Management
Illinois
$702K -$47.2K -766 -6%
C1AG
370
Client 1st Advisory Group
Florida
$699K -$29.6K -480 -4%
CWM
371
C2C Wealth Management
Arizona
$696K +$3.08K +50 +0.4%
LSWP
372
Liberty Square Wealth Partners
Pennsylvania
$694K +$7.51K +122 +1%
LCWP
373
Legacy Capital Wealth Partners
Arkansas
$693K -$13.5K -220 -2%
BBA
374
BLB&B Advisors
Pennsylvania
$689K +$62 +1 +0%
HWM
375
HB Wealth Management
Georgia
$688K -$416K -6,749 -38%