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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
VBFG
376
Vishria Bird Financial Group
Tennessee
$437K -$13.7K -163 -3%
AG
377
AlphaSimPlex Group
Massachusetts
$436K
SWG
378
Summit Wealth Group
Vermont
$427K +$457K +5,452 New
CPA
379
Capital Planning Advisors
California
$422K +$17.2K +205 +4%
FC
380
FORA Capital
Florida
$422K +$451K +5,384 New
BFO
381
Boston Family Office
Massachusetts
$421K -$70.6K -843 -14%
MAFM
382
Mid Atlantic Financial Management
Pennsylvania
$415K +$35.2K +420 +9%
RFM
383
Royal Fund Management
Florida
$415K +$57.1K +682 +15%
PA
384
Profund Advisors
Maryland
$414K -$410K -4,894 -48%
WAM
385
World Asset Management
Michigan
$410K -$173K -2,065 -28%
DDC
386
DF Dent & Co
Maryland
$408K
PCA
387
Personal Capital Advisors
California
$407K +$20.9K +249 +5%
BCWM
388
Blue Chip Wealth Management
Florida
$406K +$84 +1 +0%
BCP
389
Blue Chip Partners
Michigan
$403K +$307K +3,660 +247%
BFS
390
Bradley Foster & Sargent
Connecticut
$400K -$19.3K -230 -4%
BWP
391
Baldwin Wealth Partners
Massachusetts
$400K
SXL
392
Summit X LLC
Missouri
$398K +$3.85K +46 +0.9%
GT
393
Glenmede Trust
Pennsylvania
$393K +$242K +2,884 +135%
ACM
394
Anfield Capital Management
California
$392K +$398K +4,749 New
CCA
395
Conestoga Capital Advisors
Pennsylvania
$388K
HDIM
396
Hanson & Doremus Investment Management
Vermont
$386K -$1.26K -15 -0.3%
Fifth Third Bancorp
397
Fifth Third Bancorp
Ohio
$381K
GAM
398
Garrison Asset Management
Arkansas
$381K +$46.4K +554 +13%
KWM
399
Kingsview Wealth Management
Oregon
$381K +$73.3K +875 +22%
MSFP
400
Mark Sheptoff Financial Planning
Connecticut
$379K