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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
401
Kingswood Wealth Advisors
California
$537K +$477K +8,285 New
PWM
402
Perigon Wealth Management
California
$524K -$280K -4,867 -38%
APW
403
Austin Private Wealth
Texas
$519K -$2.54K -44 -0.5%
CW
404
CIC Wealth
Maryland
$519K -$38.5K -668 -8%
RSWM
405
Robertson Stephens Wealth Management
California
$518K -$633K -10,996 -58%
DADC
406
D.A. Davidson & Co
Montana
$514K -$116K -2,005 -20%
Fifth Third Bancorp
407
Fifth Third Bancorp
Ohio
$514K +$140K +2,432 +44%
KOMWMG
408
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$513K +$67.9K +1,179 +17%
OIA
409
Optimum Investment Advisors
Illinois
$512K -$9.56K -166 -2%
BFM
410
Boston Financial Management
Massachusetts
$506K -$38.8K -674 -8%
AI
411
AXS Investments
New York
$504K -$421K -7,310 -48%
Baird Financial Group
412
Baird Financial Group
Wisconsin
$493K -$1.27M -22,118 -74%
LA
413
LBP AM
France
$490K -$9.16K -159 -2%
UCFA
414
United Capital Financial Advisors
Texas
$490K -$152K -2,643 -26%
KFS
415
Kaizen Financial Strategies
California
$486K -$18.1K -314 -4%
WWM
416
Western Wealth Management
Colorado
$486K +$35.1K +610 +9%
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$483K -$26.6K -462 -6%
KA
418
Kovack Advisors
Florida
$481K -$389K -6,750 -48%
AWM
419
Axxcess Wealth Management
California
$478K -$41.7K -723 -9%
CIAS
420
Capital Investment Advisory Services
North Carolina
$477K -$27.9K -484 -6%
TC
421
TownSquare Capital
Utah
$476K -$217K -3,771 -34%
S
422
SignatureFD
Georgia
$476K +$162K +2,806 +62%
GWMIA
423
Global Wealth Management Investment Advisory
Florida
$473K -$21.9K -381 -5%
PTC
424
Philadelphia Trust Company
Pennsylvania
$472K -$8.81K -153 -2%
BC
425
Burney Company
Virginia
$469K -$89.1K -1,546 -18%