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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WDC
426
Woodward Diversified Capital
California
$316K +$306K +4,574 New
FC
427
FCA Corp
Texas
$315K
SS
428
Simplicity Solutions
Minnesota
$315K +$24K +360 +9%
MSFP
429
Mark Sheptoff Financial Planning
Connecticut
$308K
MSFS
430
Main Street Financial Solutions
Pennsylvania
$303K +$293K +4,382 New
JIC
431
Joel Isaacson & Co
New York
$301K +$6.81K +102 +2%
GAM
432
Garrison Asset Management
Arkansas
$298K
CPO
433
Cerity Partners OCIO
New York
$295K +$9.88K +148 +4%
Qube Research & Technologies (QRT)
434
Qube Research & Technologies (QRT)
United Kingdom
$293K -$607K -9,081 -68%
Lazard Asset Management
435
Lazard Asset Management
New York
$291K -$5.41K -81 -2%
BCV
436
Banque Cantonale Vaudoise
Switzerland
$290K
EAM
437
Evanson Asset Management
California
$290K +$280K +4,194 New
SLWA
438
San Luis Wealth Advisors
California
$288K +$279K +4,172 New
KWM
439
Kingsview Wealth Management
Oregon
$287K +$267 +4 +0.1%
LNC
440
Lincoln National Corp
Pennsylvania
$284K +$27.7K +415 +11%
EOJOAM
441
E. Ohman J:or Asset Management
Sweden
$282K
Mercer Global Advisors
442
Mercer Global Advisors
Colorado
$282K -$20.4K -306 -7%
AIG
443
American International Group
New York
$281K +$120K +1,790 +79%
MYAM
444
Meiji Yasuda Asset Management
Japan
$279K -$42.9K -643 -14%
CFGS
445
Concourse Financial Group Securities
Alabama
$279K +$9.75K +146 +4%
SF
446
Symphony Financial
Texas
$276K
TFA
447
TPG Financial Advisors
Oregon
$276K
NIA
448
Northstar Investment Advisors
Colorado
$274K
MPW
449
Monterey Private Wealth
California
$273K
FI
450
FormulaFolio Investments
Michigan
$270K +$261K +3,901 New