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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
451
Naples Global Advisors
Florida
$474K +$44.6K +582 +11%
HAS
452
HBW Advisory Services
California
$474K +$55.7K +726 +14%
Fiera Capital (Canada)
453
Fiera Capital (Canada)
Quebec, Canada
$471K -$5.91K -77 -1%
IAIM
454
International Assets Investment Management
Florida
$469K -$74K -965 -14%
CAM
455
Carret Asset Management
New York
$467K
CCM
456
Covington Capital Management
California
$465K -$307 -4 -0.1%
Fisher Asset Management
457
Fisher Asset Management
Washington
$464K +$15.2K +198 +3%
KM
458
Kalos Management
Georgia
$461K -$43.4K -566 -9%
CWA
459
Clearview Wealth Advisors
Oregon
$458K +$37.7K +492 +9%
JWM
460
Jackson Wealth Management
Florida
$455K
SF
461
Symphony Financial
Texas
$453K +$117K +1,520 +37%
JF
462
Jump Financial
Illinois
$451K +$437K +5,701 New
PCM
463
Penserra Capital Management
California
$450K +$85.2K +1,111 +24%
KCM
464
Kathmere Capital Management
Pennsylvania
$448K
VFA
465
Valeo Financial Advisors
Indiana
$446K
SFA
466
Sequoia Financial Advisors
Ohio
$445K -$39K -508 -8%
M1FG
467
Mach-1 Financial Group
Arkansas
$432K -$1.84K -24 -0.4%
VVP
468
Venture Visionary Partners
Ohio
$432K
TPA
469
Trivium Point Advisory
Connecticut
$429K -$49.1K -640 -11%
CIA
470
Capital Investment Advisors
Georgia
$429K -$16.6K -217 -4%
HHRDM
471
H&H Retirement Design & Management
Nevada
$429K
SFG
472
Sovereign Financial Group
Connecticut
$429K +$175K +2,281 +73%
MOS
473
MGO One Seven
Ohio
$423K +$30.4K +396 +8%
CTA
474
Chesley Taft & Associates
Illinois
$416K -$14K -182 -3%
SW
475
SVB Wealth
Massachusetts
$416K +$161K +2,100 +67%