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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CG
401
Colony Group
Massachusetts
$332K +$341 +4 +0.1%
EOJOAM
402
E. Ohman J:or Asset Management
Sweden
$331K
PL
403
Plancorp LLC
Missouri
$331K
IWC
404
Integrated Wealth Concepts
Massachusetts
$330K
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$329K +$33.4K +392 +12%
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$328K -$26.7K -313 -8%
EAM
407
Evanson Asset Management
California
$328K
GIA
408
Guyasuta Investment Advisors
Pennsylvania
$327K
FNBT
409
FineMark National Bank & Trust
Florida
$325K +$316K +3,712 New
SFI
410
SPC Financial Inc
Maryland
$322K -$85.2K -1,000 -21%
AP
411
Appleton Partners
Massachusetts
$322K
HL
412
HeadInvest LLC
Maine
$322K +$16.4K +192 +6%
SC
413
Stratford Consulting
Texas
$317K +$3.66K +43 +1%
PIA
414
Pinion Investment Advisors
Kansas
$311K -$106K -1,241 -26%
FI
415
FormulaFolio Investments
Michigan
$311K -$21.6K -254 -7%
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
$310K
OI
417
Oakbrook Investments
Illinois
$310K +$8.69K +102 +3%
ZAM
418
Zevin Asset Management
Massachusetts
$301K -$282K -3,313 -49%
MPW
419
MA Private Wealth
California
$299K +$1.19K +14 +0.4%
IWS
420
Insight Wealth Strategies
California
$298K +$290K +3,401 New
Jones Financial Companies
421
Jones Financial Companies
Missouri
$296K +$287K +3,371 New
SW
422
SlateStone Wealth
Florida
$295K
PCM
423
Poehling Capital Management
Wisconsin
$294K +$286K +3,354 New
LIA
424
LS Investment Advisors
Michigan
$291K
NWM
425
Northwest Wealth Management
Iowa
$290K +$13.9K +163 +5%