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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AW
451
Avion Wealth
Texas
$349K
RA
452
RFG Advisory
Alabama
$347K +$174K +3,049 +92%
BRWA
453
B. Riley Wealth Advisors
Florida
$341K +$17.9K +315 +5%
CIC
454
Cornercap Investment Counsel
Georgia
$339K -$14.1K -247 -4%
APP
455
Avantax Planning Partners
Iowa
$339K -$12.4K -218 -3%
HHRDM
456
H&H Retirement Design & Management
Nevada
$339K
FTWA
457
Fifth Third Wealth Advisors
Ohio
$337K -$7.12K -125 -2%
FPAS
458
Focus Partners Advisor Solutions
Missouri
$335K -$107K -1,880 -23%
IMCOOI
459
Investment Management Corp of Ontario (IMCO)
Canada
$334K -$62.7K -1,100 -15%
CA
460
Commerzbank Aktiengesellschaft
Germany
$333K
RPCONE
461
Retirement Planning Company of New England
Rhode Island
$333K +$88.3K +1,549 +34%
BIAS
462
Beacon Investment Advisory Services
New Jersey
$331K -$146K -2,559 -30%
JCM
463
Jacobi Capital Management
Pennsylvania
$329K +$8.55K +150 +3%
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$327K -$86.7K -1,521 -20%
MS
465
Madden Securities
Texas
$326K -$16.5K -290 -5%
CF
466
Centaurus Financial
California
$325K -$7.07K -124 -2%
AFG
467
Atomi Financial Group
New York
$325K -$112K -1,961 -25%
SC
468
Sawyer & Company
Massachusetts
$323K -$44.2K -775 -12%
TMAM
469
Tokio Marine Asset Management
Japan
$322K
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$321K -$364K -6,387 -52%
WWM
471
Western Wealth Management
Colorado
$320K +$4.16K +73 +1%
TNA
472
True North Advisors
Texas
$319K
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$318K -$99.4K -1,745 -23%
NW
474
NewEdge Wealth
Pennsylvania
$316K -$59K -1,035 -15%
ACG
475
Allen Capital Group
Nebraska
$313K -$1.2K -21 -0.4%