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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
DDC
501
DF Dent & Co
Maryland
$289K -$16.7K -261 -5%
CAM
502
Carret Asset Management
New York
$288K
Verition Fund Management
503
Verition Fund Management
Connecticut
$286K +$58.7K +916 +20%
BSW
504
Buckingham Strategic Wealth
Missouri
$285K -$2.43K -38 -0.7%
API
505
Advisor Partners II
California
$285K +$7.88K +123 +2%
KIG
506
Kowal Investment Group
Wisconsin
$282K +$6.85K +107 +2%
KWM
507
Kingsview Wealth Management
Oregon
$281K +$52.6K +821 +18%
CTWM
508
Cherry Tree Wealth Management
Minnesota
$281K
CIBC Private Wealth Group
509
CIBC Private Wealth Group
Georgia
$279K +$338K +5,277 New
BW
510
Basepoint Wealth
Iowa
$279K +$5.06K +79 +2%
MCM
511
MV Capital Management
Maryland
$275K
CG
512
Colony Group
Massachusetts
$274K -$2.63K -41 -0.8%
PIA
513
Pinion Investment Advisors
Kansas
$274K +$37.4K +584 +13%
MSFS
514
Main Street Financial Solutions
Pennsylvania
$274K +$14.6K +228 +5%
RCM
515
Raleigh Capital Management
North Carolina
$273K +$12.5K +195 +4%
SWG
516
Summit Wealth Group
Vermont
$273K
CWG
517
Cornerstone Wealth Group
North Carolina
$272K
PF
518
Prosperitas Financial
California
$270K +$327K +5,098 New
OAM
519
Oppenheimer Asset Management
New York
$266K +$322K +5,023 New
RFN
520
Redwood Financial Network
Ohio
$266K -$97.3K -1,519 -23%
KCM
521
Kathmere Capital Management
Pennsylvania
$265K
RPCONE
522
Retirement Planning Company of New England
Rhode Island
$264K +$14.5K +226 +5%
HNB
523
Huntington National Bank
Ohio
$264K -$13K -203 -4%
HG
524
Herbst Group
Connecticut
$262K +$58.9K +919 +23%
MYLI
525
Meiji Yasuda Life Insurance
Japan
$262K +$317K +4,952 New