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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
DCM
401
Dudley Capital Management
Virginia
$634K -$44.4K -750 -7%
WA
402
Waverly Advisors
Alabama
$625K +$3.2K +54 +0.5%
GWA
403
Gutierrez Wealth Advisory
Arkansas
$615K +$131K +2,218 +29%
OPA
404
Old Port Advisors
Maine
$615K +$47.5K +803 +9%
PFPT
405
Pinnacle Financial Partners (Tennessee)
Tennessee
$610K +$1.18K +20 +0.2%
WP
406
WealthPLAN Partners
Nebraska
$610K +$21.8K +369 +4%
FNT
407
First National Trust
Pennsylvania
$608K
EOJOAM
408
E. Ohman J:or Asset Management
Sweden
$606K
ACL
409
Applied Capital LLC
Florida
$602K +$255K +4,307 +82%
Wolverine Trading
410
Wolverine Trading
Illinois
$602K -$1.69M -28,536 -75%
IC
411
IEQ Capital
California
$600K +$316K +5,335 +128%
EWA
412
EP Wealth Advisors
California
$600K -$186K -3,138 -25%
DADC
413
D.A. Davidson & Co
Montana
$596K +$177K +2,996 +46%
LWCFA
414
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$596K -$14.4K -244 -2%
WIM
415
WealthPlan Investment Management
Nebraska
$592K -$31.6K -533 -5%
IWM
416
IHT Wealth Management
Illinois
$592K +$103K +1,738 +23%
ProShare Advisors
417
ProShare Advisors
Maryland
$588K -$54.2K -915 -9%
IFG
418
Independent Financial Group
California
$588K +$2.9K +49 +0.5%
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
$584K +$26.1K +441 +5%
MCM
420
MAI Capital Management
Ohio
$581K -$284K -4,791 -34%
SOAMC
421
Spirit of America Management Corp
New York
$581K
MWM
422
Modern Wealth Management
Kansas
$578K +$124K +2,093 +30%
CB
423
Commerce Bank
Missouri
$571K +$34.7K +587 +7%
CWM
424
Congress Wealth Management
Massachusetts
$564K +$529K +8,943 New
AWM
425
AE Wealth Management
Kansas
$564K +$258K +4,353 +95%