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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
376
Steward Partners Investment Advisory
New York
$375K +$183K +2,721 +86%
BCM
377
BTC Capital Management
Iowa
$369K
JWM
378
Jackson Wealth Management
Florida
$369K
DDC
379
DF Dent & Co
Maryland
$367K
GWSG
380
GPS Wealth Strategies Group
Colorado
$361K +$381K +5,649 New
II
381
Inspire Investing
Idaho
$361K +$381K +5,660 New
FBC
382
Fairfield, Bush & Co
Connecticut
$358K
RJT
383
Raymond James Trust
Florida
$357K -$34.6K -514 -8%
CAS
384
Cascadia Advisory Services
Oregon
$356K -$44K -653 -10%
KPWS
385
Kestra Private Wealth Services
Texas
$355K +$375K +5,561 New
Squarepoint
386
Squarepoint
New York
$352K +$372K +5,515 New
SWG
387
Summit Wealth Group
Vermont
$348K
AQR Capital Management
388
AQR Capital Management
Connecticut
$347K -$661K -9,810 -64%
MAFM
389
Mid Atlantic Financial Management
Pennsylvania
$343K +$36.3K +539 +11%
CG
390
Colony Group
Massachusetts
$342K +$94.3K +1,400 +35%
NFG
391
Next Financial Group
Texas
$338K -$741 -11 -0.2%
WAM
392
World Asset Management
Michigan
$334K -$67 -1 -0%
MCP
393
Mirador Capital Partners
California
$332K -$23.8K -353 -6%
RFM
394
Royal Fund Management
Florida
$332K -$21.4K -318 -6%
CPA
395
Capital Planning Advisors
California
$330K -$13.8K -205 -4%
BFM
396
Boston Financial Management
Massachusetts
$326K
VBFG
397
Vishria Bird Financial Group
Tennessee
$318K -$40K -594 -11%
BCWM
398
Blue Chip Wealth Management
Florida
$318K +$135 +2 +0%
HHRDM
399
H&H Retirement Design & Management
Nevada
$311K -$88.9K -1,319 -21%
PFM
400
Patton Fund Management
Texas
$310K +$327K +4,853 New