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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
476
Bridgewealth Advisory Group
California
$515K +$505K +6,729 New
AIM
477
Achmea Investment Management
Netherlands
$505K
MLICM
478
Metropolitan Life Insurance Company (MetLife)
New York
$503K -$1.2K -16 -0.2%
TFA
479
Teamwork Financial Advisors
Texas
$500K +$37.6K +500 +8%
RRA
480
Round Rock Advisors
Connecticut
$499K
CIBC Asset Management
481
CIBC Asset Management
Ontario, Canada
$496K -$134K -1,781 -22%
KOMWMG
482
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$490K +$2.48K +33 +0.5%
DDC
483
DF Dent & Co
Maryland
$490K +$85K +1,132 +22%
PCM
484
Penserra Capital Management
California
$488K +$37.5K +499 +8%
FHC
485
First Heartland Consultants
Missouri
$480K +$2.7K +36 +0.6%
JCM
486
Jacobi Capital Management
Pennsylvania
$478K +$150 +2 +0%
Fisher Asset Management
487
Fisher Asset Management
Washington
$475K -$153K -2,036 -25%
CWA
488
Clearview Wealth Advisors
Oregon
$475K -$1.73K -23 -0.4%
Lazard Asset Management
489
Lazard Asset Management
New York
$472K -$3.01M -40,044 -87%
TPW
490
Transatlantique Private Wealth
New York
$471K +$35.9K +478 +8%
DMKJ
491
David M. Knott Jr
$469K -$460K -6,126 -50%
CGIM
492
Cannon Global Investment Management
Florida
$469K +$460K +6,126 New
KA
493
Kercheville Advisors
Texas
$469K -$3.83K -51 -0.8%
HHRDM
494
H&H Retirement Design & Management
Nevada
$468K +$5.26K +70 +1%
RFC
495
Regions Financial Corp
Alabama
$467K -$97.3K -1,295 -18%
NERM
496
New England Research & Management
Illinois
$464K +$17.3K +230 +4%
BSW
497
Buckingham Strategic Wealth
Missouri
$463K -$85K -1,131 -16%
CAM
498
Carret Asset Management
New York
$455K
QCM
499
Quantinno Capital Management
New York
$453K -$156K -2,072 -26%
CIA
500
Capital Investment Advisors
Georgia
$453K +$11.3K +151 +3%