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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
476
Hanson & Doremus Investment Management
Vermont
$230K -$8.48K -127 -4%
CAG
477
Csenge Advisory Group
Florida
$227K -$17.9K -268 -8%
RDFA
478
Ritter Daniher Financial Advisory
Ohio
$227K +$219K +3,284 New
OWM
479
OneAscent Wealth Management
Alabama
$226K +$215K +3,224 New
WC
480
Woodstock Corp
Massachusetts
$224K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
481
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$218K -$880K -13,176 -81%
MGIM
482
M&G Investment Management
United Kingdom
$218K +$210K +3,139 New
NB
483
Norinchukin Bank
Japan
$217K +$210K +3,137 New
SFG
484
Sovereign Financial Group
Connecticut
$217K +$210K +3,142 New
FHC
485
First Heartland Consultants
Missouri
$215K -$25.3K -379 -11%
BWM
486
BCS Wealth Management
Tennessee
$215K +$207K +3,104 New
PHIMC
487
Private Harbour Investment Management & Counsel
Ohio
$215K +$208K +3,114 New
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$211K +$69.3K +1,038 +52%
DWM
489
Doyle Wealth Management
Florida
$211K +$204K +3,053 New
IWP
490
IAG Wealth Partners
Wisconsin
$210K -$22.7K -340 -10%
PA
491
Profund Advisors
Maryland
$210K +$203K +3,034 New
CCA
492
Conestoga Capital Advisors
Pennsylvania
$201K +$194K +2,910 New
SBSB
493
Sullivan, Bruyette, Speros & Blaney
Virginia
$193K -$13.7K -205 -7%
ARMT
494
Amica Retiree Medical Trust
Rhode Island
$192K
HPC
495
HM Payson & Co
Maine
$191K -$13.6K -204 -7%
FPS
496
Fieldpoint Private Securities
Connecticut
$188K +$181K +2,716 New
PWPS
497
Pinnacle Wealth Planning Services
Ohio
$173K +$166K +2,490 New
IA
498
IFP Advisors
Florida
$172K -$103K -1,542 -38%
EIP
499
Ellis Investment Partners
Pennsylvania
$170K -$20K -299 -11%
IA
500
IndexIQ Advisors
New York
$170K +$74.8K +1,120 +84%