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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Accel Wealth Management
Iowa
$703K -$12.2K -166 -2%
I
427
INVST
Indiana
$702K -$10.7K -146 -1%
NB
428
Norinchukin Bank
Japan
$702K -$2.56K -35 -0.4%
LWCFA
429
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$698K – – –
DEA
430
DoubleLine ETF Adviser
Florida
$693K -$122K -1,668 -15%
CWM
431
C2C Wealth Management
Arizona
$686K +$733 +10 +0.1%
PFPG
432
Pinnacle Financial Partners (Georgia)
Georgia
$684K -$36.7K -501 -5%
LOIM
433
Liberty One Investment Management
Illinois
$681K -$14.5K -198 -2%
Northwestern Mutual Wealth Management
434
Northwestern Mutual Wealth Management
Wisconsin
$677K -$28.2K -385 -4%
Envestnet Portfolio Solutions
435
Envestnet Portfolio Solutions
Illinois
$677K +$36.8K +502 +6%
OPA
436
Old Port Advisors
Maine
$667K – – –
LFA
437
Laraway Financial Advisors
Minnesota
$661K – – –
MOS
438
MGO One Seven
Ohio
$656K -$20.5K -280 -3%
FMI
439
Frec Markets Inc
California
$640K +$350K +4,777 +114%
CIAS
440
Capital Investment Advisory Services
North Carolina
$639K +$220 +3 +0%
DTL
441
Dynamic Technology Lab
Singapore
$635K +$651K +8,881 New
ProShare Advisors
442
ProShare Advisors
Maryland
$628K +$220 +3 +0%
WSC
443
Wellington Shields & Co
New York
$622K +$2.93K +40 +0.5%
BP
444
Ballentine Partners
Massachusetts
$622K -$12.1K -165 -2%
CPCPP
445
Canada Post Corporation Pension Plan
Canada
$619K – – –
CT
446
Colonial Trust
South Carolina
$616K +$18.7K +255 +3%
WG
447
Winton Group
United Kingdom
$615K +$630K +8,600 New
TMAM
448
Tokio Marine Asset Management
Japan
$614K -$4.91K -67 -0.8%
AV
449
ASR Vermogensbeheer
Netherlands
$613K +$432K +5,892 +219%
VVP
450
Venture Visionary Partners
Ohio
$608K -$255K -3,476 -29%