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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
501
APG Asset Management
Netherlands
$406K -$7.09K -102 -2%
IP
502
Ignite Planners
California
$403K -$23.8K -342 -5%
TNA
503
True North Advisors
Texas
$401K
RA
504
RFG Advisory
Alabama
$400K -$186K -2,673 -31%
WFS
505
Widmann Financial Services
Maryland
$396K +$10.1K +145 +2%
JCM
506
Jacobi Capital Management
Pennsylvania
$394K -$10.4K -150 -2%
CCIA
507
Campbell & Co Investment Adviser
Maryland
$390K +$63.7K +916 +18%
AIMCA
508
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$385K
NGA
509
Naples Global Advisors
Florida
$383K -$12.4K -179 -3%
CCM
510
Cullen Capital Management
New York
$382K -$82.3K -1,184 -17%
JWM
511
Jackson Wealth Management
Florida
$381K
DDC
512
DF Dent & Co
Maryland
$378K +$4.8K +69 +1%
TCWM
513
Total Clarity Wealth Management
Illinois
$375K -$1.25M -17,993 -76%
NERM
514
New England Research & Management
Illinois
$374K
HHRDM
515
H&H Retirement Design & Management
Nevada
$370K -$10.1K -145 -3%
CW
516
CreativeOne Wealth
Kansas
$369K +$57.6K +828 +17%
NW
517
NewEdge Wealth
Pennsylvania
$367K -$2.36K -34 -0.6%
RBCM
518
Raub Brock Capital Management
California
$364K +$124K +1,787 +48%
PCIA
519
Prime Capital Investment Advisors
Kansas
$364K +$90.4K +1,301 +31%
VFA
520
Valeo Financial Advisors
Indiana
$364K
Lido Advisors
521
Lido Advisors
California
$361K +$3.62K +52 +1%
PI
522
PEAK6 Investments
Illinois
$361K -$621K -8,927 -62%
CAM
523
Carret Asset Management
New York
$360K -$35.5K -510 -9%
BSW
524
Buckingham Strategic Wealth
Missouri
$359K -$43.3K -623 -10%
ACM
525
Avalon Capital Management
California
$357K +$4.66K +67 +1%