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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
426
CIBC Private Wealth Group
Georgia
$251K -$505K -6,664 -60%
SW
427
SlateStone Wealth
Florida
$250K
WS
428
Wedbush Securities
California
$249K +$13K +171 +4%
RFC
429
Regions Financial Corp
Alabama
$246K
BC
430
Brio Consultants
California
$246K +$1.67K +22 +0.5%
OIA
431
Optimum Investment Advisors
Illinois
$244K
BAS
432
Brown Advisory Securities
Maryland
$241K +$101K +1,338 +44%
OIA
433
OneDigital Investment Advisors
Kansas
$241K +$322K +4,243 New
Manulife (Manufacturers Life Insurance)
434
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K -$3.79K -50 -1%
AF
435
Allworth Financial
California
$237K +$69.9K +921 +28%
PWM
436
Perigon Wealth Management
California
$236K +$261K +3,441 New
HPC
437
HM Payson & Co
Maine
$234K
BWP
438
Baldwin Wealth Partners
Massachusetts
$232K -$77.4K -1,021 -20%
CPO
439
Cerity Partners OCIO
New York
$232K
CG
440
Colony Group
Massachusetts
$232K +$7.58K +100 +3%
TFA
441
TPG Financial Advisors
Oregon
$227K -$39.5K -521 -12%
OFS
442
OneAscent Financial Services
Alabama
$227K -$6.07K -80 -2%
IC
443
IEQ Capital
California
$227K +$7.51K +99 +3%
MPW
444
Monterey Private Wealth
California
$225K
LA
445
LVW Advisors
New York
$224K
PAG
446
Private Advisory Group
Washington
$223K -$639K -8,430 -68%
VIM
447
Vista Investment Management
Pennsylvania
$222K +$296K +3,905 New
Fuller & Thaler Asset Management
448
Fuller & Thaler Asset Management
California
$221K
HFA
449
High Falls Advisors
New York
$221K
OWD
450
Osborn Williams & Donohoe
Ohio
$221K