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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
426
Ayrshire Capital Management
Connecticut
$631K -$13.9K -175 -2%
GBWM
427
Granite Bay Wealth Management
New Hampshire
$615K -$21.6K -271 -3%
3F
428
360 Financial
Minnesota
$614K +$231K +2,904 +56%
OIA
429
Optimum Investment Advisors
Illinois
$612K
CQS
430
Credential Qtrade Securities
$611K +$15.9K +199 +3%
CWM
431
Campbell Wealth Management
Virginia
$608K
DWP
432
Daymark Wealth Partners
Ohio
$602K
AIC
433
Archer Investment Corporation
Indiana
$600K
I2I
434
Insight 2811 Inc
Illinois
$596K -$20.3K -255 -3%
CAM
435
Columbia Asset Management
Michigan
$593K -$46.8K -587 -7%
MOS
436
MGO One Seven
Ohio
$589K -$2.31K -29 -0.4%
OIA
437
OneDigital Investment Advisors
Kansas
$582K +$50.5K +634 +9%
BFG
438
Bleakley Financial Group
New Jersey
$581K -$84.7K -1,063 -12%
SS
439
Simplicity Solutions
Minnesota
$581K +$62.9K +790 +12%
PCM
440
Penserra Capital Management
California
$579K +$99K +1,243 +19%
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$578K +$136K +1,706 +29%
PWA
442
Physician Wealth Advisors
Utah
$578K
CWM
443
CarsonAllaria Wealth Management
Illinois
$575K +$797 +10 +0.1%
BA
444
Bridgewater Associates
Connecticut
$574K +$603K +7,573 New
X
445
Xponance
Pennsylvania
$571K +$10.9K +137 +2%
SW
446
SVB Wealth
Massachusetts
$565K -$109K -1,362 -15%
CIBC Asset Management
447
CIBC Asset Management
Ontario, Canada
$563K +$75.1K +942 +15%
AWE
448
Avidian Wealth Enterprises
Texas
$560K +$130K +1,629 +28%
Empower Advisory Group
449
Empower Advisory Group
Colorado
$559K +$596K +7,485 New
LWP
450
Lumature Wealth Partners
Georgia
$558K