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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
YIH
451
Y-Intercept (HK)
Hong Kong
$269K +$263K +3,943 New
LA
452
LVW Advisors
New York
$268K
HFA
453
High Falls Advisors
New York
$268K +$259K +3,877 New
Rockefeller Capital Management
454
Rockefeller Capital Management
New York
$266K +$6.88K +103 +3%
FF
455
FourThought Financial
Florida
$265K +$256K +3,837 New
PL
456
Plancorp LLC
Missouri
$264K
HL
457
HeadInvest LLC
Maine
$264K +$38.7K +579 +18%
AP
458
Advisor Partners
California
$261K
SFA
459
Sequoia Financial Advisors
Ohio
$260K +$1.07K +16 +0.4%
GWS
460
Glassman Wealth Services
Virginia
$252K +$195K +2,917 +404%
Manulife (Manufacturers Life Insurance)
461
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$251K -$3.07K -46 -1%
BC
462
Brio Consultants
California
$249K +$1.27K +19 +0.5%
CF
463
Clarity Financial
Texas
$249K +$240K +3,599 New
GC
464
Gilbert & Cook
Iowa
$246K +$237K +3,546 New
VHAM
465
Van Hulzen Asset Management
California
$244K
MSS
466
Mitchell Sinkler & Starr
Pennsylvania
$242K -$29K -434 -11%
ACI
467
Alpha Cubed Investments
California
$239K +$668 +10 +0.3%
FC
468
FORA Capital
Florida
$238K +$161K +2,410 +233%
DFG
469
Demars Financial Group
Washington
$238K +$230K +3,444 New
TC
470
Touchstone Capital
Pennsylvania
$237K +$229K +3,429 New
CFD
471
Creative Financial Designs
Indiana
$235K +$8.75K +131 +4%
PWM
472
Perigon Wealth Management
California
$234K +$17.1K +256 +8%
PRC
473
Pearl River Capital
Michigan
$233K +$225K +3,366 New
APA
474
American Portfolios Advisors
New York
$233K +$36.7K +550 +20%
PCM
475
Poehling Capital Management
Wisconsin
$232K