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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AF
476
Apollon Financial
South Carolina
$366K +$348K +5,876 New
PAS
477
Park Avenue Securities
New York
$366K -$28.6K -483 -8%
TNA
478
True North Advisors
Texas
$365K -$4.74K -80 -1%
PI
479
PEAK6 Investments
Illinois
$364K +$146K +2,467 +73%
GT
480
Glenmede Trust
Pennsylvania
$363K -$9.6K -162 -3%
WWM
481
Western Wealth Management
Colorado
$362K -$1.72K -29 -0.5%
MSFS
482
Main Street Financial Solutions
Pennsylvania
$361K -$28K -472 -8%
ACG
483
Allen Capital Group
Nebraska
$360K +$1.25K +21 +0.4%
IP
484
Ignite Planners
California
$357K -$178 -3 -0.1%
CCM
485
Cullen Capital Management
New York
$357K
SF
486
Symphony Financial
Texas
$352K +$1.25K +21 +0.4%
BNP Paribas Asset Management
487
BNP Paribas Asset Management
France
$350K -$240K -4,052 -42%
PA
488
Profund Advisors
Maryland
$346K -$7.47K -126 -2%
SLAM
489
Swiss Life Asset Management
$345K +$329K +5,542 New
GC
490
Gilbert & Cook
Iowa
$344K -$1.36K -23 -0.4%
SAM
491
Shell Asset Management
Netherlands
$343K +$326K +5,501 New
BW
492
Basepoint Wealth
Iowa
$342K +$4.68K +79 +1%
PCIA
493
Prime Capital Investment Advisors
Kansas
$337K -$20K -338 -6%
VFA
494
Valeo Financial Advisors
Indiana
$336K
FPW
495
Flagship Private Wealth
Massachusetts
$335K -$231K -3,896 -42%
FRM
496
Fox Run Management
Connecticut
$335K +$319K +5,381 New
JWM
497
Jackson Wealth Management
Florida
$335K +$47.5K +801 +17%
UCFA
498
United Capital Financial Advisors
Texas
$331K -$12K -202 -4%
PAG
499
Private Advisory Group
Washington
$331K +$315K +5,319 New
CAS
500
Coppell Advisory Solutions
Texas
$330K +$69K +1,164 +28%