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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AIG
451
American International Group
New York
$245K – – –
ARMT
452
Amica Retiree Medical Trust
Rhode Island
$244K +$237K +2,783 New
AssetMark Inc
453
AssetMark Inc
California
$240K +$21.9K +257 +10%
APP
454
Avantax Planning Partners
Iowa
$239K -$14.8K -174 -6%
RWM
455
Ritholtz Wealth Management
New York
$239K – – –
CCA
456
Cobblestone Capital Advisors
New York
$238K – – –
DWA
457
Douglass Winthrop Advisors
New York
$237K +$231K +2,709 New
ATC
458
Argent Trust Co
Tennessee
$236K -$7.07K -83 -3%
EIA
459
Edgemoor Investment Advisors
Maryland
$236K – – –
SSB
460
Sandy Spring Bank
Maryland
$236K – – –
SF
461
Synovus Financial
Georgia
$236K – – –
Truist Financial
462
Truist Financial
North Carolina
$235K +$229K +2,684 New
GT
463
Glenview Trust
Kentucky
$233K – – –
WG
464
Welch Group
Alabama
$233K – – –
PCG
465
Private Capital Group
Connecticut
$233K +$183K +2,144 +442%
CCA
466
Clearwater Capital Advisors
Illinois
$228K – – –
TCM
467
Tuttle Capital Management
Connecticut
$227K +$220K +2,584 New
JF
468
JSF Financial
California
$224K – – –
DSN
469
D. Scott Neal
Kentucky
$221K – – –
KWMG
470
King Wealth Management Group
Florida
$219K +$213K +2,501 New
Tudor Investment Corp
471
Tudor Investment Corp
Connecticut
$216K +$210K +2,463 New
AWM
472
AllSquare Wealth Management
New York
$215K -$17.5K -205 -8%
PFM
473
Parsec Financial Management
North Carolina
$213K +$207K +2,425 New
TBA
474
Tower Bridge Advisors
Pennsylvania
$211K – – –
TCM
475
Teza Capital Management
Illinois
$211K -$252K -2,958 -55%