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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
APW
451
Austin Private Wealth
Texas
$233K -$232K -3,449 -49%
BC
452
Brio Consultants
California
$229K -$52K -771 -18%
MFG
453
Menard Financial Group
Texas
$229K -$9.97K -148 -4%
VHAM
454
Van Hulzen Asset Management
California
$225K
TCWM
455
Total Clarity Wealth Management
Illinois
$225K +$238K +3,528 New
CAAS
456
Capital Asset Advisory Services
Michigan
$224K -$21K -311 -8%
CAM
457
Carret Asset Management
New York
$223K
FHC
458
First Heartland Consultants
Missouri
$223K +$29.4K +437 +14%
MPW
459
MA Private Wealth
California
$222K +$1.42K +21 +0.6%
AIL
460
AGF Investments LLC
Ontario, Canada
$222K +$234K +3,473 New
HDIM
461
Hanson & Doremus Investment Management
Vermont
$220K -$49.7K -738 -18%
ACI
462
Alpha Cubed Investments
California
$220K
Bank of Nova Scotia
463
Bank of Nova Scotia
Ontario, Canada
$218K +$231K +3,421 New
IWP
464
IAG Wealth Partners
Wisconsin
$215K +$65.1K +966 +40%
PCM
465
Poehling Capital Management
Wisconsin
$214K
TRCT
466
Tower Research Capital (TRC)
New York
$214K +$102K +1,513 +83%
OIA
467
Optimum Investment Advisors
Illinois
$209K -$68.8K -1,021 -24%
NP
468
NorthRock Partners
Minnesota
$209K -$25K -371 -10%
CFD
469
Creative Financial Designs
Indiana
$209K +$76.7K +1,139 +53%
WC
470
Woodstock Corp
Massachusetts
$207K
OFS
471
OneAscent Financial Services
Alabama
$206K -$51.1K -759 -19%
HL
472
HeadInvest LLC
Maine
$206K +$11.7K +174 +6%
MYLI
473
Meiji Yasuda Life Insurance
Japan
$204K -$6.13K -91 -3%
HB
474
Homrich & Berg
Georgia
$202K -$16.1K -239 -7%
PWM
475
Perigon Wealth Management
California
$200K -$5.05K -75 -2%