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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
426
Sequoia Financial Advisors
Ohio
$290K +$282K +3,308 New
Lazard Asset Management
427
Lazard Asset Management
New York
$286K
HIS
428
Harvest Investment Services
Illinois
$286K +$2.3K +27 +0.8%
OC
429
Oppenheimer & Co
New York
$285K +$341 +4 +0.1%
AF
430
Allworth Financial
California
$284K +$276K +3,239 New
VV
431
Verity & Verity
South Carolina
$283K +$8.78K +103 +3%
SG
432
StoneX Group
New York
$282K +$271K +3,176 New
VAS
433
Vestmark Advisory Solutions
Massachusetts
$281K +$273K +3,209 New
WIC
434
Whitegate Investment Counselors
New Hampshire
$280K +$26K +305 +11%
PWLP
435
Prio Wealth Limited Partnership
Massachusetts
$277K +$270K +3,165 New
LI
436
LVZ Inc
Michigan
$276K
CWM
437
Cornerstone Wealth Management
Missouri
$275K -$60.5K -710 -18%
NEPWA
438
New England Private Wealth Advisors
Massachusetts
$272K +$937 +11 +0.4%
DC
439
Derby & Company
Massachusetts
$270K
HIMC
440
Heritage Investors Management Corp
Maryland
$268K
BAS
441
Brown Advisory Securities
Maryland
$266K
APA
442
American Portfolios Advisors
New York
$266K +$21.3K +250 +9%
DAS
443
Dynamic Advisor Solutions
Arizona
$259K -$8.01K -94 -3%
LWM
444
Lenox Wealth Management
Ohio
$255K
CT
445
Cambridge Trust
Massachusetts
$253K -$27.9K -327 -10%
BC
446
Brio Consultants
California
$252K -$31.8K -373 -11%
ACM
447
AlphaStar Capital Management
North Carolina
$252K +$256 +3 +0.1%
PA
448
Prism Advisors
California
$250K
WPP
449
Whalerock Point Partners
Rhode Island
$249K
BRWM
450
B. Riley Wealth Management
Tennessee
$245K -$72.3K -849 -23%