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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Glenview Trust
Kentucky
$204K +$191K +2,655 New
FWM
452
Focused Wealth Management
New York
$202K -$81K -1,124 -30%
CCA
453
Clearwater Capital Advisors
Illinois
$200K +$188K +2,606 New
PCG
454
Private Capital Group
Connecticut
$195K -$30.6K -425 -14%
PA
455
Parallel Advisors
California
$189K -$17.8K -247 -9%
KPW
456
Kore Private Wealth
New York
$183K +$169K +2,348 New
RWA
457
Ropes Wealth Advisors
Massachusetts
$174K
FHB
458
First Hawaiian Bank
Hawaii
$173K +$31.6K +439 +24%
MA
459
MUFG Americas
New York
$168K +$80.7K +1,120 +104%
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$167K +$7.49K +104 +5%
BBNA
461
Bremer Bank National Association
Minnesota
$161K +$149K +2,073 New
HTC
462
Haverford Trust Company
Pennsylvania
$157K +$147K +2,042 New
AssetMark Inc
463
AssetMark Inc
California
$155K +$15.6K +216 +12%
JFA
464
JNBA Financial Advisors
Minnesota
$152K
ESB
465
Essex Savings Bank
Connecticut
$143K
GT
466
Glenmede Trust
Pennsylvania
$140K
KFS
467
Kelly Financial Services
Massachusetts
$140K +$131K +1,821 New
TCOV
468
Trust Company of Vermont
Vermont
$137K
AIC
469
Ameritas Investment Company
Nebraska
$128K -$30.5K -424 -20%
THWM
470
Taylor Hoffman Wealth Management
Virginia
$128K -$20.2K -280 -14%
LS
471
Livforsakringsbolaget Skandia
Sweden
$125K
GI
472
Gradient Investments
Minnesota
$120K -$39.9K -554 -26%
GWMIA
473
Global Wealth Management Investment Advisory
Florida
$118K
FMP
474
Financial Management Professionals
Texas
$116K
RIA
475
Realta Investment Advisors
Delaware
$115K +$108K +1,505 New