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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
426
Optimum Investment Advisors
Illinois
$284K
WS
427
Wedbush Securities
California
$281K -$7.58K -122 -3%
JIC
428
Joel Isaacson & Co
New York
$281K +$25.3K +408 +11%
HDIM
429
Hanson & Doremus Investment Management
Vermont
$278K -$38.9K -626 -13%
Mercer Global Advisors
430
Mercer Global Advisors
Colorado
$277K -$797K -12,836 -75%
RFC
431
Regions Financial Corp
Alabama
$277K -$9.5K -153 -4%
BFO
432
Boston Family Office
Massachusetts
$273K -$55.5K -893 -18%
LFAS
433
Level Four Advisory Services
Texas
$273K -$38.9K -627 -13%
CPO
434
Cerity Partners OCIO
New York
$272K +$1.55K +25 +0.6%
CAAS
435
Capital Asset Advisory Services
Michigan
$269K +$234K +3,773 New
OFS
436
OneAscent Financial Services
Alabama
$264K
TFA
437
TPG Financial Advisors
Oregon
$264K
SF
438
Symphony Financial
Texas
$264K +$248K +3,986 New
CG
439
Colony Group
Massachusetts
$263K -$6.89K -111 -3%
MPW
440
Monterey Private Wealth
California
$262K
VF
441
Virtu Financial
New York
$258K +$242K +3,898 New
HFA
442
High Falls Advisors
New York
$257K
VAS
443
Vestmark Advisory Solutions
Massachusetts
$257K +$241K +3,879 New
PL
444
Plancorp LLC
Missouri
$253K
MIH
445
Meitav Investment House
Israel
$253K +$237K +3,818 New
BBA
446
Braun-Bostich & Associates
Pennsylvania
$252K -$59K -950 -20%
AP
447
Advisor Partners
California
$252K -$621 -10 -0.3%
AO
448
Advisor OS
Illinois
$252K +$236K +3,799 New
MFG
449
Menard Financial Group
Texas
$248K +$232K +3,743 New
CAN
450
Claraphi Advisory Network
United States
$246K -$57K -918 -20%