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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SVB Wealth
Massachusetts
$498K +$139K +1,698 +30%
MS
452
Madden Securities
Texas
$496K
KFS
453
Kaizen Financial Strategies
California
$495K +$7.37K +90 +1%
ACG
454
Allen Capital Group
Nebraska
$492K
BSW
455
Buckingham Strategic Wealth
Missouri
$491K +$94K +1,149 +19%
PTC
456
Philadelphia Trust Company
Pennsylvania
$489K
SF
457
Symphony Financial
Texas
$482K +$133K +1,626 +29%
AIM
458
Achmea Investment Management
Netherlands
$481K
MOS
459
MGO One Seven
Ohio
$479K +$92.2K +1,126 +19%
MCP
460
Mirador Capital Partners
California
$478K -$4.91K -60 -0.9%
CCM
461
Cullen Capital Management
New York
$476K
NB
462
Norinchukin Bank
Japan
$476K +$133K +1,625 +30%
SFG
463
Sovereign Financial Group
Connecticut
$475K +$128K +1,558 +29%
WP
464
WealthSpring Partners
California
$469K +$562K +6,861 New
HCM
465
Highlander Capital Management
New Jersey
$469K -$25.1K -307 -4%
PCA
466
Personal Capital Advisors
California
$469K +$217K +2,646 +63%
LA
467
LexAurum Advisors
Kansas
$468K +$6.14K +75 +1%
APG Asset Management
468
APG Asset Management
Netherlands
$467K +$33.5K +409 +7%
SS
469
Simplicity Solutions
Minnesota
$464K +$172K +2,104 +45%
GWSG
470
GPS Wealth Strategies Group
Colorado
$461K +$216K +2,644 +64%
TC
471
TownSquare Capital
Utah
$457K +$323K +3,949 +145%
OC
472
Oakworth Capital
Alabama
$454K +$134K +1,634 +33%
MLICM
473
Metropolitan Life Insurance Company (MetLife)
New York
$451K -$175K -2,139 -24%
HIP
474
Harrell Investment Partners
Texas
$449K
RRA
475
Round Rock Advisors
Connecticut
$445K +$218K +2,662 +69%