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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
Inspire Advisors
Idaho
$468K +$112K +1,867 +29%
OIA
402
OneDigital Investment Advisors
Kansas
$467K -$6.76K -113 -1%
Citadel Advisors
403
Citadel Advisors
Florida
$464K -$778K -13,006 -61%
IWP
404
Insight Wealth Partners
Texas
$462K -$20.1K -335 -4%
WSC
405
Wellington Shields & Co
New York
$460K -$46.3K -774 -9%
AWM
406
AE Wealth Management
Kansas
$460K -$2.49M -41,646 -84%
GM
407
GeoWealth Management
Illinois
$458K +$215K +3,587 +79%
TRCT
408
Tower Research Capital (TRC)
New York
$455K -$1.5M -25,101 -76%
KWA
409
Kingswood Wealth Advisors
California
$449K -$19.3K -323 -4%
QCM
410
Quantinno Capital Management
New York
$449K +$138K +2,298 +41%
CWM
411
Campbell Wealth Management
Virginia
$443K +$107K +1,783 +29%
BFM
412
Boston Financial Management
Massachusetts
$440K
PTC
413
Philadelphia Trust Company
Pennsylvania
$440K +$29.9K +500 +7%
AI
414
AXS Investments
New York
$439K
KOMWMG
415
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$437K -$10.5K -176 -2%
MWM
416
Modern Wealth Management
Kansas
$435K +$461K +7,705 New
RSWM
417
Robertson Stephens Wealth Management
California
$431K -$22.1K -369 -5%
KA
418
Kovack Advisors
Florida
$429K +$10.6K +177 +2%
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$428K +$17.6K +294 +4%
Fifth Third Bancorp
420
Fifth Third Bancorp
Ohio
$427K -$21.4K -358 -5%
CF
421
Centaurus Financial
California
$423K -$59K -986 -12%
CCIA
422
Campbell & Co Investment Adviser
Maryland
$420K +$446K +7,446 New
AWM
423
Axxcess Wealth Management
California
$411K -$5.81K -97 -1%
DADC
424
D.A. Davidson & Co
Montana
$410K -$40.1K -670 -8%
S
425
SignatureFD
Georgia
$408K -$6.34K -106 -1%