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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
451
Crestwood Advisors Group
Massachusetts
$492K +$7.72K +118 +2%
EIA
452
Eldridge Investment Advisors
New Hampshire
$486K
DAS
453
Dynamic Advisor Solutions
Arizona
$486K +$123K +1,874 +35%
KOMWMG
454
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K +$6.35K +97 +1%
Fisher Asset Management
455
Fisher Asset Management
Washington
$476K +$226K +3,448 +96%
WP
456
WealthPLAN Partners
Nebraska
$471K +$196 +3 +0%
SAM
457
Shell Asset Management
Netherlands
$470K -$254K -3,873 -36%
SOS
458
Silver Oak Securities
Tennessee
$469K +$23.5K +359 +5%
Credit Agricole
459
Credit Agricole
France
$465K +$451K +6,885 New
MA
460
MKT Advisors
California
$462K
UBS AM
461
UBS AM
Illinois
$461K -$168M -2,561,014 -100%
PCA
462
Peddock Capital Advisors
Massachusetts
$453K
DADC
463
D.A. Davidson & Co
Montana
$452K +$11.1K +169 +3%
IP
464
Ignite Planners
California
$447K +$982 +15 +0.2%
KWA
465
Kingswood Wealth Advisors
California
$439K -$3.14K -48 -0.7%
RA
466
RFG Advisory
Alabama
$435K -$70.6K -1,078 -14%
CT
467
Colonial Trust
South Carolina
$434K -$48.2K -737 -10%
AW
468
Avion Wealth
Texas
$433K
RPCONE
469
Retirement Planning Company of New England
Rhode Island
$432K -$524 -8 -0.1%
PAS
470
Park Avenue Securities
New York
$425K -$133K -2,026 -24%
BC
471
Bridgefront Capital
Texas
$425K +$411K +6,284 New
RW
472
Rockport Wealth
Ohio
$424K
FFA
473
Farther Finance Advisors
California
$420K +$6.81K +104 +2%
SS
474
Sunbelt Securities
Texas
$420K +$74.4K +1,137 +22%
IAIM
475
International Assets Investment Management
Florida
$420K