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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
Columbia Asset Management
Michigan
$332K -$71.2K -1,236 -19%
MSFS
502
Main Street Financial Solutions
Pennsylvania
$332K -$2.48K -43 -0.8%
SIS
503
Sound Income Strategies
Florida
$330K -$28.6K -496 -9%
PF
504
Prosperitas Financial
California
$328K -$2.48K -43 -0.8%
BWP
505
Barlow Wealth Partners
Kentucky
$327K +$291K +5,049 New
EWA
506
EP Wealth Advisors
California
$327K -$43.5K -755 -13%
SWG
507
Summit Wealth Group
Vermont
$327K -$6.11K -106 -2%
IMCOOI
508
Investment Management Corp of Ontario (IMCO)
Canada
$326K +$290K +5,029 New
PA
509
Procyon Advisors
Connecticut
$321K -$116K -2,018 -29%
DI
510
DFPG Investments
Utah
$319K -$30.1K -523 -10%
KCM
511
Kathmere Capital Management
Pennsylvania
$318K -$5.93K -103 -2%
RFN
512
Redwood Financial Network
Ohio
$313K -$11.1K -193 -4%
RRA
513
Round Rock Advisors
Connecticut
$312K +$8.41K +146 +3%
DPAM
514
Degroof Petercam Asset Management
Belgium
$311K +$277K +4,800 New
I2I
515
Insight 2811 Inc
Illinois
$311K -$70.4K -1,222 -20%
RCM
516
Raleigh Capital Management
North Carolina
$310K -$21.7K -377 -7%
CWG
517
Cornerstone Wealth Group
North Carolina
$307K -$22.6K -392 -8%
KWM
518
Kingsview Wealth Management
Oregon
$307K -$32K -556 -10%
Focus Partners Wealth
519
Focus Partners Wealth
Massachusetts
$307K +$273K +4,735 New
GIA
520
Gateway Investment Advisers
Ohio
$305K -$2.03M -35,175 -88%
DDC
521
DF Dent & Co
Maryland
$305K -$43.7K -759 -14%
CB
522
Cadence Bank
Mississippi
$300K -$5.59K -97 -2%
GM
523
GeoWealth Management
Illinois
$293K +$260K +4,519 New
DAC
524
Dividend Assets Capital
South Carolina
$292K -$5.47K -95 -2%
LFAS
525
Level Four Advisory Services
Texas
$292K +$259K +4,503 New