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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SF
451
Symphony Financial
Texas
$311K +$16.2K +242 +6%
MSFP
452
Mark Sheptoff Financial Planning
Connecticut
$309K
TSS
453
Two Sigma Securities
New York
$307K +$297K +4,435 New
JIC
454
Joel Isaacson & Co
New York
$301K
GAM
455
Garrison Asset Management
Arkansas
$299K
CPO
456
Cerity Partners OCIO
New York
$298K +$1.61K +24 +0.6%
PCA
457
Personal Capital Advisors
California
$291K -$59.9K -893 -18%
WDC
458
Woodward Diversified Capital
California
$290K -$25.8K -385 -8%
IFG
459
Independent Financial Group
California
$288K -$294K -4,381 -51%
MPW
460
Monterey Private Wealth
California
$285K
EOJOAM
461
E. Ohman J:or Asset Management
Sweden
$283K
LNC
462
Lincoln National Corp
Pennsylvania
$283K -$1.74K -26 -0.6%
CFGS
463
Concourse Financial Group Securities
Alabama
$277K -$2.28K -34 -0.9%
TFA
464
TPG Financial Advisors
Oregon
$276K
NIA
465
Northstar Investment Advisors
Colorado
$274K
GC
466
Gilbert & Cook
Iowa
$274K +$27.3K +407 +11%
Rockefeller Capital Management
467
Rockefeller Capital Management
New York
$272K +$4.56K +68 +2%
HFA
468
High Falls Advisors
New York
$269K
LA
469
LVW Advisors
New York
$269K
APA
470
American Portfolios Advisors
New York
$268K +$33.5K +500 +15%
CAS
471
Cascadia Advisory Services
Oregon
$267K +$259K +3,858 New
SWM
472
Spire Wealth Management
Virginia
$266K +$257K +3,834 New
PL
473
Plancorp LLC
Missouri
$265K
HL
474
HeadInvest LLC
Maine
$264K
PA
475
Profund Advisors
Maryland
$263K +$50.7K +756 +25%