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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
426
Boston Financial Management
Massachusetts
$574K +$227K +2,777 +49%
EWM
427
Empirical Wealth Management
Washington
$571K +$31.3K +382 +5%
OIA
428
OneDigital Investment Advisors
Kansas
$571K +$213K +2,600 +45%
PCA
429
Peddock Capital Advisors
Massachusetts
$568K +$66.1K +807 +11%
CIBC Asset Management
430
CIBC Asset Management
Ontario, Canada
$565K +$1.88K +23 +0.3%
Fisher Asset Management
431
Fisher Asset Management
Washington
$564K -$125K -1,531 -16%
Comerica Bank
432
Comerica Bank
Texas
$562K +$59.5K +727 +10%
ACM
433
Ayrshire Capital Management
Connecticut
$558K +$84.2K +1,029 +14%
PTC
434
Private Trust Company
Ohio
$557K -$62.2K -760 -9%
ONB
435
Old National Bancorp
Indiana
$557K -$42.7K -522 -6%
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$556K +$3.52K +43 +0.5%
I2I
437
Insight 2811 Inc
Illinois
$554K +$23.8K +291 +4%
QCM
438
Quantinno Capital Management
New York
$546K -$14.7K -180 -2%
BFEC
439
Benjamin F. Edwards & Company
Missouri
$542K +$61.7K +754 +11%
OPS
440
Orion Portfolio Solutions
Nebraska
$541K +$347K +4,238 +115%
WP
441
Wealthspan Partners
Iowa
$537K -$9.9K -121 -2%
DTL
442
Dynamic Technology Lab
Singapore
$535K +$640K +7,821 New
AIC
443
Archer Investment Corporation
Indiana
$527K
AssetMark Inc
444
AssetMark Inc
California
$524K +$67.9K +829 +12%
CAG
445
Crestwood Advisors Group
Massachusetts
$522K -$82.8K -1,011 -12%
CWM
446
CarsonAllaria Wealth Management
Illinois
$517K +$4.34K +53 +0.7%
CWM
447
Campbell Wealth Management
Virginia
$516K +$312K +3,811 +102%
BG
448
Benedetti & Gucer
Georgia
$510K +$113K +1,377 +23%
RFC
449
Regions Financial Corp
Alabama
$505K +$31.8K +389 +6%
LWP
450
Lumature Wealth Partners
Georgia
$503K