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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
376
AE Wealth Management
Kansas
$538K +$91.9K +1,631 +20%
AssetMark Inc
377
AssetMark Inc
California
$534K +$32.6K +578 +6%
BNP Paribas Asset Management
378
BNP Paribas Asset Management
France
$533K +$42.8K +760 +9%
DFG
379
Demars Financial Group
Washington
$532K +$25K +444 +5%
PFPT
380
Pinnacle Financial Partners (Tennessee)
Tennessee
$531K -$395 -7 -0.1%
FNT
381
First National Trust
Pennsylvania
$530K
CB
382
Commerce Bank
Missouri
$530K +$11K +195 +2%
CWM
383
CarsonAllaria Wealth Management
Illinois
$529K +$5.47K +97 +1%
CIC
384
Cornercap Investment Counsel
Georgia
$524K +$537K +9,525 New
MFIM
385
Mesirow Financial Investment Management
Illinois
$521K -$507 -9 -0.1%
MCCP
386
Mission Creek Capital Partners
California
$519K -$387K -6,870 -42%
NA
387
NewEdge Advisors
Louisiana
$517K +$7.04K +125 +1%
AWM
388
Adams Wealth Management
Utah
$513K -$134K -2,381 -20%
CI
389
CacheTech Inc
Utah
$513K +$525K +9,311 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$511K -$614K -10,895 -54%
NS
391
NBC Securities
Alabama
$511K +$23.7K +421 +5%
FPW
392
Flagship Private Wealth
Massachusetts
$511K -$65.3K -1,158 -11%
ECM
393
Evergreen Capital Management
Washington
$508K +$213K +3,778 +71%
MA
394
MKT Advisors
California
$500K -$34.3K -609 -6%
GWP
395
Gen-Wealth Partners
Michigan
$498K +$219K +3,893 +76%
CW
396
CIC Wealth
Maryland
$497K -$62.3K -1,105 -11%
IIM
397
INTECH Investment Management
Florida
$496K
SCM
398
Shelton Capital Management
Colorado
$490K -$17.6K -312 -3%
CCFM
399
Clear Creek Financial Management
Washington
$490K
OPA
400
Old Port Advisors
Maine
$490K -$43.8K -777 -8%