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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
426
Lazard Asset Management
New York
$259K
BC
427
Brio Consultants
California
$258K -$35.1K -443 -12%
AF
428
Allworth Financial
California
$256K
CT
429
Cambridge Trust
Massachusetts
$256K
HIS
430
Harvest Investment Services
Illinois
$253K +$255K +3,215 New
LI
431
LVZ Inc
Michigan
$251K
NWM
432
Northwest Wealth Management
Iowa
$250K
BCM
433
Brookstone Capital Management
Illinois
$247K -$82.2K -1,038 -25%
NEPWA
434
New England Private Wealth Advisors
Massachusetts
$247K +$554 +7 +0.2%
Manulife (Manufacturers Life Insurance)
435
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$246K -$31.2K -394 -11%
DC
436
Derby & Company
Massachusetts
$245K +$244K +3,078 New
VV
437
Verity & Verity
South Carolina
$245K +$244K +3,083 New
HIMC
438
Heritage Investors Management Corp
Maryland
$244K
DAS
439
Dynamic Advisor Solutions
Arizona
$243K
BAS
440
Brown Advisory Securities
Maryland
$241K -$251K -3,174 -51%
APP
441
Avantax Planning Partners
Iowa
$237K
CIA
442
Capital Investment Advisors
Georgia
$232K
LWM
443
Lenox Wealth Management
Ohio
$232K
WIC
444
Whitegate Investment Counselors
New Hampshire
$229K
ACM
445
AlphaStar Capital Management
North Carolina
$229K +$158 +2 +0.1%
HS
446
HighVista Strategies
Massachusetts
$227K -$24.2K -306 -10%
PA
447
Prism Advisors
California
$227K
WPP
448
Whalerock Point Partners
Rhode Island
$226K +$225K +2,843 New
AIG
449
American International Group
New York
$222K -$5.15K -65 -2%
APA
450
American Portfolios Advisors
New York
$221K +$103K +1,304 +88%