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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
401
Personal Capital Advisors
California
$295K -$76 -1 -0%
KWM
402
Kingsview Wealth Management
Oregon
$294K +$23.8K +314 +6%
AAM
403
Advisors Asset Management
Colorado
$293K -$237K -3,131 -38%
BFM
404
Boston Financial Management
Massachusetts
$290K -$42.2K -556 -10%
1SB
405
1ST Source Bank
Indiana
$290K +$387K +5,105 New
BFO
406
Boston Family Office
Massachusetts
$285K -$27.1K -357 -7%
IAIM
407
International Assets Investment Management
Florida
$284K +$378K +4,987 New
BCWM
408
Blue Chip Wealth Management
Florida
$283K -$15.3K -202 -4%
CCA
409
Conestoga Capital Advisors
Pennsylvania
$282K
Los Angeles Capital Management
410
Los Angeles Capital Management
California
$280K +$373K +4,921 New
GAM
411
Garrison Asset Management
Arkansas
$277K
NA
412
NewEdge Advisors
Louisiana
$277K +$111K +1,469 +43%
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$275K
HDIM
414
Hanson & Doremus Investment Management
Vermont
$274K -$7.89K -104 -2%
LWAC
415
Laurel Wealth Advisors (California)
California
$273K
LFAS
416
Level Four Advisory Services
Texas
$271K -$185K -2,437 -34%
PWA
417
Physician Wealth Advisors
Utah
$268K +$16.2K +214 +5%
CAN
418
Claraphi Advisory Network
United States
$264K +$25.3K +334 +8%
FC
419
FCA Corp
Texas
$260K
AssetMark Inc
420
AssetMark Inc
California
$259K +$36.3K +478 +12%
JG
421
Jefferies Group
New York
$258K -$449K -5,924 -57%
OPERF
422
Oregon Public Employees Retirement Fund
Oregon
$256K -$3.04M -40,125 -90%
ECM
423
Evergreen Capital Management
Washington
$256K -$12.1K -160 -3%
BBA
424
Braun-Bostich & Associates
Pennsylvania
$255K
MFG
425
Magnus Financial Group
New York
$254K +$338K +4,461 New