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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
401
World Asset Management
Michigan
$365K +$3.41K +51 +1%
IAIM
402
International Assets Investment Management
Florida
$365K +$33.4K +500 +10%
MCP
403
Mirador Capital Partners
California
$362K +$2.87K +43 +0.8%
OAM
404
Oppenheimer Asset Management
New York
$360K -$151K -2,265 -30%
FNT
405
First National Trust
Pennsylvania
$360K +$348K +5,211 New
CPA
406
Capital Planning Advisors
California
$358K
AWA
407
Arete Wealth Advisors
Illinois
$354K -$72.5K -1,085 -17%
KFA
408
Krane Funds Advisors
New York
$354K +$342K +5,120 New
OIA
409
Optimum Investment Advisors
Illinois
$353K +$123K +1,838 +56%
GWSG
410
GPS Wealth Strategies Group
Colorado
$352K -$37.3K -559 -10%
PCA
411
Personal Capital Advisors
California
$352K +$58.8K +881 +21%
VBFG
412
Vishria Bird Financial Group
Tennessee
$344K
DTL
413
Dynamic Technology Lab
Singapore
$343K +$331K +4,955 New
RFM
414
Royal Fund Management
Florida
$340K -$18.6K -278 -5%
KA
415
Kercheville Advisors
Texas
$336K +$324K +4,850 New
CWA
416
Clearview Wealth Advisors
Oregon
$333K +$322K +4,819 New
BAS
417
Brown Advisory Securities
Maryland
$331K +$10.2K +153 +3%
VAS
418
Vestmark Advisory Solutions
Massachusetts
$328K +$48.8K +731 +18%
Northwestern Mutual Wealth Management
419
Northwestern Mutual Wealth Management
Wisconsin
$326K +$1.4K +21 +0.4%
CWM
420
Campbell Wealth Management
Virginia
$323K
PWA
421
Physician Wealth Advisors
Utah
$321K
PCM
422
Parsons Capital Management
Rhode Island
$321K +$20.5K +307 +7%
CAAS
423
Capital Asset Advisory Services
Michigan
$321K +$74.7K +1,119 +32%
TCWM
424
Total Clarity Wealth Management
Illinois
$318K +$71.9K +1,077 +31%
APW
425
Austin Private Wealth
Texas
$317K +$62.4K +934 +26%