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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
$563K +$78.7K +1,381 +15%
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$560K
ProShare Advisors
378
ProShare Advisors
Maryland
$558K -$504K -8,841 -46%
AWM
379
Accel Wealth Management
Iowa
$555K +$7.98K +140 +1%
WIM
380
WealthPlan Investment Management
Nebraska
$540K +$66.4K +1,165 +13%
AssetMark Inc
381
AssetMark Inc
California
$537K -$8.72K -153 -2%
WA
382
Waverly Advisors
Alabama
$536K -$88.7K -1,557 -14%
DT
383
Diversified Trust
Tennessee
$534K +$558K +9,799 New
CWM
384
CarsonAllaria Wealth Management
Illinois
$533K +$5.24K +92 +0.9%
NB
385
Norinchukin Bank
Japan
$532K -$13K -228 -2%
KWA
386
Kingswood Wealth Advisors
California
$526K +$296K +5,191 +116%
PFPT
387
Pinnacle Financial Partners (Tennessee)
Tennessee
$526K -$79.8K -1,400 -13%
FNT
388
First National Trust
Pennsylvania
$525K
EOJOAM
389
E. Ohman J:or Asset Management
Sweden
$523K -$74.1K -1,300 -12%
Lazard Asset Management
390
Lazard Asset Management
New York
$515K -$149K -2,620 -22%
WP
391
WealthPLAN Partners
Nebraska
$506K -$213K -3,742 -29%
IFG
392
Independent Financial Group
California
$505K +$15K +264 +3%
AFM
393
Armstrong Fleming & Moore
District of Columbia
$504K -$2.48M -43,569 -82%
CIM
394
Cambria Investment Management
California
$503K +$138K +2,414 +35%
CRC
395
Curi RMB Capital
Illinois
$502K -$221K -3,871 -30%
SOAMC
396
Spirit of America Management Corp
New York
$501K -$57K -1,000 -10%
OAC
397
OMERS Administration Corp
Ontario, Canada
$497K +$88.2K +1,548 +20%
OPA
398
Old Port Advisors
Maine
$487K -$22.7K -398 -4%
CIBC Asset Management
399
CIBC Asset Management
Ontario, Canada
$480K +$60.7K +1,066 +14%
CT
400
Colonial Trust
South Carolina
$479K -$174K -3,062 -26%