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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
426
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$698K
DEA
427
DoubleLine ETF Adviser
Florida
$693K -$122K -1,668 -15%
CWM
428
C2C Wealth Management
Arizona
$686K +$733 +10 +0.1%
PFPG
429
Pinnacle Financial Partners (Georgia)
Georgia
$684K -$36.7K -501 -5%
LOIM
430
Liberty One Investment Management
Illinois
$681K -$14.5K -198 -2%
Northwestern Mutual Wealth Management
431
Northwestern Mutual Wealth Management
Wisconsin
$677K -$28.2K -385 -4%
Envestnet Portfolio Solutions
432
Envestnet Portfolio Solutions
Illinois
$677K +$36.8K +502 +6%
OPA
433
Old Port Advisors
Maine
$667K
LFA
434
Laraway Financial Advisors
Minnesota
$661K
MOS
435
MGO One Seven
Ohio
$656K -$20.5K -280 -3%
FMI
436
Frec Markets Inc
California
$640K +$350K +4,777 +114%
CIAS
437
Capital Investment Advisory Services
North Carolina
$639K +$220 +3 +0%
DTL
438
Dynamic Technology Lab
Singapore
$635K +$651K +8,881 New
ProShare Advisors
439
ProShare Advisors
Maryland
$628K +$220 +3 +0%
WSC
440
Wellington Shields & Co
New York
$622K +$2.93K +40 +0.5%
BP
441
Ballentine Partners
Massachusetts
$622K -$12.1K -165 -2%
CPCPP
442
Canada Post Corporation Pension Plan
Canada
$619K
CT
443
Colonial Trust
South Carolina
$616K +$18.7K +255 +3%
WG
444
Winton Group
United Kingdom
$615K +$630K +8,600 New
TMAM
445
Tokio Marine Asset Management
Japan
$614K -$4.91K -67 -0.8%
AV
446
ASR Vermogensbeheer
Netherlands
$613K +$432K +5,892 +219%
VVP
447
Venture Visionary Partners
Ohio
$608K -$255K -3,476 -29%
SAM
448
Sagewood Asset Management
New York
$608K +$198K +2,706 +47%
PAS
449
Park Avenue Securities
New York
$603K +$239K +3,257 +63%
BFS
450
Bradley Foster & Sargent
Connecticut
$602K +$2.42K +33 +0.4%