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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
501
Cascadia Advisory Services
Oregon
$282K
AIA
502
Arrow Investment Advisors
Maryland
$282K +$282K +3,859 New
SWM
503
Spire Wealth Management
Virginia
$280K
PL
504
Plancorp LLC
Missouri
$279K
SFA
505
Sequoia Financial Advisors
Ohio
$274K +$293 +4 +0.1%
FFA
506
First Foundation Advisors
California
$274K +$62.4K +853 +29%
AP
507
Advisor Partners
California
$273K
PA
508
PFG Advisors
Arizona
$272K +$366 +5 +0.1%
CPA
509
Capital Planning Advisors
California
$271K -$108K -1,470 -28%
CFD
510
Creative Financial Designs
Indiana
$270K +$6.15K +84 +2%
BCV
511
Banque Cantonale Vaudoise
Switzerland
$268K
WFI
512
West Family Investments
California
$267K +$267K +3,647 New
GWS
513
Glassman Wealth Services
Virginia
$266K
KWM
514
Kingsview Wealth Management
Oregon
$265K +$5.2K +71 +2%
CF
515
Clarity Financial
Texas
$263K -$347K -4,736 -57%
MPW
516
MA Private Wealth
California
$259K +$1.39K +19 +0.5%
VHAM
517
Van Hulzen Asset Management
California
$258K
MSS
518
Mitchell Sinkler & Starr
Pennsylvania
$256K
WS
519
Wedbush Securities
California
$256K +$257K +3,505 New
Manulife (Manufacturers Life Insurance)
520
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K -$11.5K -157 -4%
ACI
521
Alpha Cubed Investments
California
$254K +$1.1K +15 +0.4%
TC
522
TownSquare Capital
Utah
$254K +$11.8K +161 +5%
LIM
523
Longfellow Investment Management
Massachusetts
$253K -$167K -2,275 -40%
MCM
524
Maple Capital Management
Vermont
$252K +$239K +3,267 New
Axa
525
Axa
France
$252K +$253K +3,452 New