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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$126K
LS
502
Livforsakringsbolaget Skandia
Sweden
$122K
TRCT
503
Tower Research Capital (TRC)
New York
$121K +$38.4K +619 +51%
KFS
504
Kelly Financial Services
Massachusetts
$121K
FWM
505
Focused Wealth Management
New York
$119K +$807 +13 +0.7%
TCOV
506
Trust Company of Vermont
Vermont
$118K
HFM
507
Harvest Fund Management
China
$107K
GRP
508
Global Retirement Partners
California
$106K +$53.9K +867 +118%
GI
509
Gradient Investments
Minnesota
$104K
FMP
510
Financial Management Professionals
Texas
$100K
SIS
511
Sound Income Strategies
Florida
$98K -$4.16K -67 -4%
SBL
512
Sargent Bickham Lagudis
Colorado
$95K +$497 +8 +0.6%
RWA
513
Ropes Wealth Advisors
Massachusetts
$93K -$22.2K -357 -20%
THWM
514
Taylor Hoffman Wealth Management
Virginia
$93K +$86.9K +1,399 New
JFA
515
JNBA Financial Advisors
Minnesota
$91K -$3.23K -52 -4%
IFAM
516
Institutional & Family Asset Management
Colorado
$89K
LWS
517
Lucia Wealth Services
California
$84K -$20.3K -327 -21%
KPCM
518
Kings Point Capital Management
New York
$82K
KTC
519
Kistler-Tiffany Companies
Pennsylvania
$81K
WT
520
Whittier Trust
California
$74K
S
521
SignatureFD
Georgia
$68K -$167K -2,686 -72%
BBHC
522
Brown Brothers Harriman & Co
New York
$68K
IF
523
Ironwood Financial
Arizona
$65K
EI
524
Ellevest Inc
New York
$65K +$45K +725 +279%
PCG
525
Private Capital Group
Connecticut
$64K +$15.3K +246 +35%