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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$453K -$166K -2,208 -27%
BCM
502
Brookstone Capital Management
Illinois
$452K +$31.6K +421 +8%
GWMIA
503
Global Wealth Management Investment Advisory
Florida
$449K +$101K +1,351 +30%
AW
504
Avion Wealth
Texas
$444K
RFN
505
Redwood Financial Network
Ohio
$442K +$47.3K +630 +12%
NGA
506
Naples Global Advisors
Florida
$442K -$18K -240 -4%
AWE
507
Avidian Wealth Enterprises
Texas
$440K +$432K +5,751 New
Allspring Global Investments
508
Allspring Global Investments
North Carolina
$431K -$17.1K -228 -4%
GCM
509
Gallacher Capital Management
Colorado
$430K +$422K +5,621 New
Caisse de Depot et Placement du Quebec (CDPQ)
510
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$428K +$420K +5,586 New
LMKC
511
L.M. Kohn & Company
Ohio
$427K -$230K -3,068 -35%
NW
512
NewEdge Wealth
Pennsylvania
$422K +$152K +2,022 +58%
SAG
513
SageView Advisory Group
California
$422K +$414K +5,511 New
VFA
514
Valeo Financial Advisors
Indiana
$421K -$8.19K -109 -2%
WFS
515
Widmann Financial Services
Maryland
$421K +$75 +1 +0%
WDC
516
Woodward Diversified Capital
California
$420K -$68.8K -916 -14%
FHA
517
Flagship Harbor Advisors
Massachusetts
$420K +$1.5K +20 +0.4%
PFO
518
Pathstone Family Office
New Jersey
$419K +$237K +3,158 +78%
DA
519
Detalus Advisors
Missouri
$414K
CG
520
Colony Group
Massachusetts
$412K -$546K -7,264 -57%
SFA
521
Sequoia Financial Advisors
Ohio
$408K +$40K +533 +11%
ACM
522
Avalon Capital Management
California
$404K +$33.4K +445 +9%
M1FG
523
Mach-1 Financial Group
Arkansas
$402K +$75 +1 +0%
Lido Advisors
524
Lido Advisors
California
$401K +$2.63K +35 +0.7%
MCM
525
MV Capital Management
Maryland
$397K