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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HHRDM
426
H&H Retirement Design & Management
Nevada
$368K +$342K +5,098 New
OIA
427
Optimum Investment Advisors
Illinois
$366K +$11.7K +174 +3%
GWSG
428
GPS Wealth Strategies Group
Colorado
$364K +$10.9K +162 +3%
NGA
429
Naples Global Advisors
Florida
$359K -$17.1K -255 -5%
CPA
430
Capital Planning Advisors
California
$359K
RFM
431
Royal Fund Management
Florida
$359K +$17.4K +259 +5%
NFG
432
Next Financial Group
Texas
$355K -$40K -597 -10%
UH
433
Unigestion Holding
Switzerland
$353K -$211K -3,143 -38%
MYAM
434
Meiji Yasuda Asset Management
Japan
$353K +$70.5K +1,052 +26%
AWA
435
Arkadios Wealth Advisors
Georgia
$349K +$283K +4,225 +518%
MSL
436
Mackay Shields LLC
New York
$346K -$1.41M -21,028 -81%
Northwestern Mutual Wealth Management
437
Northwestern Mutual Wealth Management
Wisconsin
$345K +$18.6K +277 +6%
MCP
438
Mirador Capital Partners
California
$341K -$21.8K -325 -6%
PWA
439
Physician Wealth Advisors
Utah
$341K
AWM
440
Apollon Wealth Management
South Carolina
$338K -$394K -5,881 -55%
MAM
441
Meeder Asset Management
Ohio
$338K +$286K +4,263 +699%
VAS
442
Vestmark Advisory Solutions
Massachusetts
$336K +$7.44K +111 +2%
MAM
443
Morse Asset Management
Connecticut
$333K -$421K -6,279 -57%
CWA
444
Clearview Wealth Advisors
Oregon
$331K -$2.68K -40 -0.8%
OIA
445
OneDigital Investment Advisors
Kansas
$330K -$46.1K -687 -13%
KA
446
Kercheville Advisors
Texas
$330K -$6.84K -102 -2%
FC
447
FCA Corp
Texas
$323K
PCM
448
Parsons Capital Management
Rhode Island
$322K
APW
449
Austin Private Wealth
Texas
$319K +$1.21K +18 +0.4%
VBFG
450
Vishria Bird Financial Group
Tennessee
$314K -$30.2K -451 -9%