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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
376
Wealthspire Advisors (New York)
New York
$867K +$48.5K +692 +6%
PWM
377
Perigon Wealth Management
California
$858K -$7.29K -104 -0.8%
DFG
378
Demars Financial Group
Washington
$856K +$186K +2,657 +27%
WIA
379
World Investment Advisors
California
$843K -$4.98K -71 -0.6%
RCM
380
RB Capital Management
Nevada
$834K -$16.6K -237 -2%
MSWM
381
McGlone Suttner Wealth Management
Wisconsin
$830K +$36.5K +520 +4%
P
382
PensionDanmark
Denmark
$828K +$36.1K +514 +4%
BAMF
383
BI Asset Management Fondsmaeglerselskab
Denmark
$825K +$109K +1,550 +15%
FGAM
384
Financial Gravity Asset Management
Texas
$823K -$11.2K -159 -1%
PI
385
PFG Investments
New York
$819K -$97.2K -1,385 -10%
WPW
386
Waldron Private Wealth
Pennsylvania
$818K -$1.26M -18,033 -60%
DS
387
DRW Securities
Illinois
$815K +$81.6K +1,163 +11%
VVP
388
Venture Visionary Partners
Ohio
$814K +$141K +2,007 +20%
IAA
389
Independent Advisor Alliance
North Carolina
$812K +$1.89K +27 +0.2%
AWM
390
AE Wealth Management
Kansas
$807K +$58.6K +836 +8%
FFA
391
Founders Financial Alliance
North Carolina
$807K +$3.79K +54 +0.5%
MFG
392
Merit Financial Group
Georgia
$807K -$32.8K -468 -4%
TI
393
Tidal Investments
Wisconsin
$805K +$90.4K +1,289 +12%
CFG
394
Cooper Financial Group
California
$803K +$7.86K +112 +1%
WIM
395
WealthPlan Investment Management
Nebraska
$800K +$223K +3,177 +37%
SI
396
Stephens Inc
Arkansas
$787K +$9.26K +132 +1%
YIH
397
Y-Intercept (HK)
Hong Kong
$781K -$1.84M -26,197 -69%
MSRPS
398
Maryland State Retirement & Pension System
Maryland
$775K +$89.2K +1,271 +13%
SPIA
399
Steward Partners Investment Advisory
New York
$773K +$108K +1,538 +16%
DEA
400
DoubleLine ETF Adviser
Florida
$772K -$196K -2,797 -20%