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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
Cornerstone Wealth Management
Missouri
$254K +$257K +3,951 New
TD Asset Management
377
TD Asset Management
Ontario, Canada
$252K +$256K +3,938 New
LA
378
LVW Advisors
New York
$248K
OIA
379
OneDigital Investment Advisors
Kansas
$246K +$250K +3,843 New
NWM
380
Northwest Wealth Management
Iowa
$244K +$161K +2,479 +187%
PL
381
Plancorp LLC
Missouri
$242K
EAM
382
Evanson Asset Management
California
$240K +$244K +3,747 New
FWM
383
Focused Wealth Management
New York
$240K +$244K +3,756 New
CIA
384
Capital Investment Advisors
Georgia
$239K +$243K +3,733 New
GIA
385
Guyasuta Investment Advisors
Pennsylvania
$238K +$243K +3,727 New
CG
386
Colony Group
Massachusetts
$236K +$240K +3,681 New
BC
387
Brio Consultants
California
$234K +$238K +3,660 New
Point72 Asset Management
388
Point72 Asset Management
Connecticut
$234K +$238K +3,660 New
RC
389
Roundview Capital
New Jersey
$232K +$236K +3,632 New
VC
390
Voit & Company
Wisconsin
$230K +$234K +3,589 New
SSB
391
Sandy Spring Bank
Maryland
$227K +$15.9K +245 +7%
BAM
392
Bruderman Asset Management
New York
$223K +$94.6K +1,453 +72%
KeyBank National Association
393
KeyBank National Association
Ohio
$221K +$225K +3,454 New
Manulife (Manufacturers Life Insurance)
394
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$221K +$225K +3,454 New
CAM
395
Carret Asset Management
New York
$219K +$2.86K +44 +1%
APP
396
Avantax Planning Partners
Iowa
$219K +$205K +3,154 +1,143%
Federated Hermes
397
Federated Hermes
Pennsylvania
$217K -$20.3K -312 -8%
EWA
398
EP Wealth Advisors
California
$217K +$220K +3,387 New
MPW
399
MA Private Wealth
California
$216K +$219K +3,368 New
DAS
400
Dynamic Advisor Solutions
Arizona
$215K +$199K +3,052 New