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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
UH
376
Unigestion Holding
Switzerland
$383K -$21.7M -348,621 -98%
JWM
377
Jackson Wealth Management
Florida
$383K
Teacher Retirement System of Texas
378
Teacher Retirement System of Texas
Texas
$382K -$496K -7,992 -58%
DDC
379
DF Dent & Co
Maryland
$381K +$33.6K +541 +10%
BCM
380
BTC Capital Management
Iowa
$380K +$17.1K +276 +5%
AssetMark Inc
381
AssetMark Inc
California
$380K +$74.4K +1,198 +26%
AWA
382
Arete Wealth Advisors
Illinois
$379K +$356K +5,724 New
BSW
383
Buckingham Strategic Wealth
Missouri
$377K -$29.6K -476 -8%
FBC
384
Fairfield, Bush & Co
Connecticut
$372K
VBFG
385
Vishria Bird Financial Group
Tennessee
$369K
MCP
386
Mirador Capital Partners
California
$368K -$77.3K -1,245 -18%
RFM
387
Royal Fund Management
Florida
$366K +$19.6K +316 +6%
SWG
388
Summit Wealth Group
Vermont
$361K
CPA
389
Capital Planning Advisors
California
$356K
SS
390
Simplicity Solutions
Minnesota
$354K -$503K -8,104 -60%
NFG
391
Next Financial Group
Texas
$352K -$186 -3 -0.1%
LWPC
392
Legacy Wealth Partners (California)
California
$349K -$117K -1,881 -26%
WAM
393
World Asset Management
Michigan
$346K +$2.67K +43 +0.8%
PWA
394
Physician Wealth Advisors
Utah
$346K +$12.7K +204 +4%
BRWM
395
B. Riley Wealth Management
Tennessee
$344K -$123K -1,982 -28%
Parallax Volatility Advisers
396
Parallax Volatility Advisers
California
$342K +$321K +5,168 New
1SB
397
1ST Source Bank
Indiana
$338K
BFM
398
Boston Financial Management
Massachusetts
$338K
Tudor Investment Corp
399
Tudor Investment Corp
Connecticut
$338K +$317K +5,105 New
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$336K -$55K -885 -15%