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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
501
Brookstone Capital Management
Illinois
$216K -$98.7K -1,178 -30%
APP
502
Avantax Planning Partners
Iowa
$214K
N
503
Natixis
France
$214K +$30.2K +361 +15%
VCP
504
Verus Capital Partners
Arizona
$214K +$229K +2,734 New
CCA
505
Cobblestone Capital Advisors
New York
$213K
GC
506
Grimes & Company
Massachusetts
$213K +$227K +2,714 New
AIG
507
American International Group
New York
$212K -$7.63K -91 -3%
EIA
508
Edgemoor Investment Advisors
Maryland
$211K
SF
509
Synovus Financial
Georgia
$211K
GT
510
Glenview Trust
Kentucky
$208K
WG
511
Welch Group
Alabama
$208K
CCA
512
Clearwater Capital Advisors
Illinois
$204K
FT
513
Fiduciary Trust
Massachusetts
$204K +$17.2K +205 +9%
TBA
514
Tower Bridge Advisors
Pennsylvania
$200K
AAM
515
Ameraudi Asset Management
New York
$200K +$214K +2,553 New
AWM
516
AllSquare Wealth Management
New York
$192K
MA
517
MUFG Americas
New York
$172K
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$171K +$251 +3 +0.1%
KPW
519
Kore Private Wealth
New York
$163K +$174K +2,078 New
SIC
520
Salem Investment Counselors
North Carolina
$154K
PA
521
Parallel Advisors
California
$150K +$2.18K +26 +1%
KFS
522
Kelly Financial Services
Massachusetts
$143K
SPIA
523
Steward Partners Investment Advisory
New York
$142K +$21.6K +258 +17%
FWM
524
Focused Wealth Management
New York
$140K
TCOV
525
Trust Company of Vermont
Vermont
$140K