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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BC
426
Burney Company
Virginia
$557K +$585K +8,417 New
TPCW
427
TD Private Client Wealth
New York
$556K -$2.78K -40 -0.5%
GT
428
Glenmede Trust
Pennsylvania
$552K
GIA
429
Guyasuta Investment Advisors
Pennsylvania
$550K -$49.9K -718 -8%
PWA
430
Physician Wealth Advisors
Utah
$547K
SC
431
Sawyer & Company
Massachusetts
$546K -$186K -2,680 -25%
MC
432
Machina Capital
France
$545K +$358K +5,149 +166%
AWM
433
Axxcess Wealth Management
California
$545K -$22.2K -319 -4%
MSWM
434
McGlone Suttner Wealth Management
Wisconsin
$544K -$67.4K -970 -11%
IIM
435
INTECH Investment Management
Florida
$539K -$657K -9,452 -54%
OIA
436
Optimum Investment Advisors
Illinois
$534K
First Manhattan
437
First Manhattan
New York
$534K -$56.8K -817 -9%
3F
438
360 Financial
Minnesota
$534K -$1.95K -28 -0.3%
Lazard Asset Management
439
Lazard Asset Management
New York
$529K +$105K +1,513 +23%
CAM
440
Columbia Asset Management
Michigan
$527K +$10.6K +153 +2%
Fisher Asset Management
441
Fisher Asset Management
Washington
$521K +$87.3K +1,256 +19%
BFG
442
Berger Financial Group
Minnesota
$517K -$39K -561 -7%
OIA
443
OneDigital Investment Advisors
Kansas
$517K +$9.73K +140 +2%
BC
444
Bridgefront Capital
Texas
$513K +$65.1K +937 +14%
AssetMark Inc
445
AssetMark Inc
California
$507K -$57.4K -826 -10%
CWM
446
CarsonAllaria Wealth Management
Illinois
$503K +$834 +12 +0.2%
X
447
Xponance
Pennsylvania
$502K +$4.1K +59 +0.8%
BFG
448
Bleakley Financial Group
New Jersey
$500K -$7.23K -104 -1%
SS
449
Simplicity Solutions
Minnesota
$500K -$7.23K -104 -1%
DCM
450
Dudley Capital Management
Virginia
$498K -$87K -1,251 -14%