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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
451
GPS Wealth Strategies Group
Colorado
$379K +$3.04K +40 +0.8%
IFG
452
Independent Financial Group
California
$378K +$49.9K +655 +14%
HHRDM
453
H&H Retirement Design & Management
Nevada
$377K
PWA
454
Physician Wealth Advisors
Utah
$372K
GTCM
455
Gyon Technologies Capital Management
New Jersey
$371K -$96K -1,261 -20%
MCM
456
MV Capital Management
Maryland
$371K
CWP
457
Concord Wealth Partners
Virginia
$359K -$303K -3,980 -44%
IRF
458
IBM Retirement Fund
New York
$359K +$4.11K +54 +1%
OC
459
Oakworth Capital
Alabama
$358K -$38.9K -511 -9%
WDC
460
Woodward Diversified Capital
California
$358K +$32K +421 +9%
CWA
461
Clearview Wealth Advisors
Oregon
$357K +$16.1K +212 +4%
PA
462
Procyon Advisors
Connecticut
$356K +$44.7K +587 +13%
IF
463
Intrua Financial
Texas
$353K +$350K +4,601 New
VCA
464
Verdence Capital Advisors
Maryland
$349K -$20.2K -266 -5%
VU
465
Vanderbilt University
Tennessee
$348K +$370K +4,867 New
WAM
466
World Asset Management
Michigan
$348K -$3.58K -47 -1%
PCM
467
Parsons Capital Management
Rhode Island
$347K
KeyBank National Association
468
KeyBank National Association
Ohio
$345K +$9.36K +123 +3%
MOS
469
MGO One Seven
Ohio
$344K +$2.21K +29 +0.6%
MAM
470
Meeder Asset Management
Ohio
$343K +$27.3K +359 +8%
TPA
471
Trivium Point Advisory
Connecticut
$337K
APW
472
Austin Private Wealth
Texas
$337K +$5.48K +72 +2%
MSFP
473
Mark Sheptoff Financial Planning
Connecticut
$333K +$15.5K +204 +5%
KA
474
Kercheville Advisors
Texas
$332K
LNC
475
Lincoln National Corp
Pennsylvania
$331K -$27.8K -365 -7%