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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PS
501
Planned Solutions
California
$106K +$112K +1,656 New
GRP
502
Global Retirement Partners
California
$103K +$606 +9 +0.6%
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
$103K +$48.7K +723 +82%
PA
504
Parallel Advisors
California
$101K -$21.6K -321 -17%
FMP
505
Financial Management Professionals
Texas
$97K
SBL
506
Sargent Bickham Lagudis
Colorado
$92K +$539 +8 +0.6%
RWA
507
Ropes Wealth Advisors
Massachusetts
$90K
KTC
508
Kistler-Tiffany Companies
Pennsylvania
$90K +$12K +178 +15%
JFA
509
JNBA Financial Advisors
Minnesota
$88K
IFAM
510
Institutional & Family Asset Management
Colorado
$86K
IA
511
IndexIQ Advisors
New York
$85K +$55.5K +823 +159%
EI
512
Ellevest Inc
New York
$81K +$19.3K +286 +29%
KPCM
513
Kings Point Capital Management
New York
$79K
S
514
SignatureFD
Georgia
$75K +$10.6K +158 +15%
WT
515
Whittier Trust
California
$72K
GWMIA
516
Global Wealth Management Investment Advisory
Florida
$69K -$77.6K -1,152 -51%
PFS
517
Prospera Financial Services
Texas
$67K +$70.8K +1,050 New
FC
518
FORA Capital
Florida
$66K -$231K -3,428 -77%
BBHC
519
Brown Brothers Harriman & Co
New York
$65K
IF
520
Ironwood Financial
Arizona
$63K
PCG
521
Private Capital Group
Connecticut
$60K -$1.69K -25 -3%
PGAM
522
Princeton Global Asset Management
New Jersey
$57K
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K
APWM
524
Atlas Private Wealth Management
New York
$54K
TWA
525
TCI Wealth Advisors
Arizona
$54K