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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
TA
476
Tectonic Advisors
Texas
$263K +$254K +3,795 New
SFA
477
Sequoia Financial Advisors
Ohio
$260K -$1.07K -16 -0.4%
CWM
478
Campbell Wealth Management
Virginia
$259K -$62.9K -938 -20%
AIG
479
American International Group
New York
$259K -$21.7K -323 -8%
AP
480
Advisor Partners
California
$259K -$2.75K -41 -1%
RBCM
481
Raub Brock Capital Management
California
$258K +$249K +3,716 New
PA
482
PFG Advisors
Arizona
$258K +$250K +3,722 New
BCV
483
Banque Cantonale Vaudoise
Switzerland
$255K -$34.2K -510 -12%
KWM
484
Kingsview Wealth Management
Oregon
$252K -$40.2K -600 -14%
GWS
485
Glassman Wealth Services
Virginia
$252K
Manulife (Manufacturers Life Insurance)
486
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$252K
BC
487
Brio Consultants
California
$252K +$1.94K +29 +0.8%
CFD
488
Creative Financial Designs
Indiana
$250K +$13.8K +206 +6%
VHAM
489
Van Hulzen Asset Management
California
$244K
MPW
490
MA Private Wealth
California
$244K +$236K +3,527 New
MSS
491
Mitchell Sinkler & Starr
Pennsylvania
$243K
SFG
492
Sovereign Financial Group
Connecticut
$243K +$24.4K +364 +12%
AA
493
Ancora Advisors
Ohio
$241K -$916K -13,659 -80%
PWM
494
Perigon Wealth Management
California
$241K +$5.43K +81 +2%
ACI
495
Alpha Cubed Investments
California
$240K
MSFS
496
Main Street Financial Solutions
Pennsylvania
$234K -$67.1K -1,001 -23%
PCM
497
Poehling Capital Management
Wisconsin
$232K
HFM
498
Harvest Fund Management
China
$232K +$183K +2,728 +430%
RDFA
499
Ritter Daniher Financial Advisory
Ohio
$228K
LFAS
500
Level Four Advisory Services
Texas
$226K -$146K -2,178 -40%