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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
451
Physician Wealth Advisors
Utah
$380K +$7.47K +102 +2%
NGA
452
Naples Global Advisors
Florida
$379K
RFM
453
Royal Fund Management
Florida
$379K +$73 +1 +0%
MCM
454
MV Capital Management
Maryland
$379K +$283K +3,864 +291%
VCA
455
Verdence Capital Advisors
Maryland
$376K +$377K +5,150 New
TPCW
456
TD Private Client Wealth
New York
$368K +$184K +2,516 +100%
LNC
457
Lincoln National Corp
Pennsylvania
$366K +$66.9K +914 +22%
IRF
458
IBM Retirement Fund
New York
$363K -$66.4K -907 -15%
VCM
459
Virtue Capital Management
Tennessee
$360K -$143K -1,950 -28%
APA
460
American Portfolios Advisors
New York
$360K +$77.1K +1,054 +27%
WAM
461
World Asset Management
Michigan
$359K -$14.8K -202 -4%
SWG
462
Summit Wealth Group
Vermont
$354K -$44.7K -611 -11%
PCM
463
Parsons Capital Management
Rhode Island
$354K +$14.9K +204 +4%
ATC
464
Argent Trust Co
Tennessee
$353K +$354K +4,840 New
QSS
465
Quantitative Systematic Strategies
Florida
$350K +$350K +4,784 New
CWA
466
Clearview Wealth Advisors
Oregon
$349K -$512 -7 -0.1%
PCA
467
Personal Capital Advisors
California
$348K +$40.6K +555 +13%
MYAM
468
Meiji Yasuda Asset Management
Japan
$343K -$29.9K -409 -8%
KeyBank National Association
469
KeyBank National Association
Ohio
$343K +$344K +4,699 New
AWM
470
Apollon Wealth Management
South Carolina
$342K -$14.8K -202 -4%
KA
471
Kercheville Advisors
Texas
$340K -$7.47K -102 -2%
APW
472
Austin Private Wealth
Texas
$339K +$2.42K +33 +0.7%
IFG
473
Independent Financial Group
California
$338K +$34K +464 +11%
TPA
474
Trivium Point Advisory
Connecticut
$336K -$685K -9,363 -67%
WDC
475
Woodward Diversified Capital
California
$335K +$28.5K +389 +9%