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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
Carret Asset Management
New York
$329K
DDC
502
DF Dent & Co
Maryland
$329K -$16.3K -275 -5%
AFCM
503
Applied Finance Capital Management
Puerto Rico
$328K -$36.5K -615 -10%
HHRDM
504
H&H Retirement Design & Management
Nevada
$327K
GT
505
Greenleaf Trust
Michigan
$322K -$32.4K -547 -10%
CSPIA
506
Cary Street Partners Investment Advisory
Virginia
$316K -$15.1K -254 -5%
Rafferty Asset Management
507
Rafferty Asset Management
New York
$314K -$20.5K -346 -6%
SWG
508
Summit Wealth Group
Vermont
$314K
WFS
509
Widmann Financial Services
Maryland
$311K -$45.1K -760 -13%
BEI
510
Benjamin Edwards Inc
Missouri
$310K +$241K +4,062 +444%
MFIM
511
Mesirow Financial Investment Management
Illinois
$310K -$267K -4,500 -48%
SAG
512
SageView Advisory Group
California
$307K -$25.1K -424 -8%
BWP
513
Barlow Wealth Partners
Kentucky
$303K
TPA
514
Trivium Point Advisory
Connecticut
$303K -$52.5K -885 -14%
SIS
515
Sound Income Strategies
Florida
$303K -$2.96K -50 -1%
RRA
516
Round Rock Advisors
Connecticut
$302K -$10.1K -171 -3%
EH
517
Equitable Holdings
New York
$301K -$30.8K -519 -10%
Credit Agricole
518
Credit Agricole
France
$299K
SI
519
Seeds Investor
New York
$299K +$37.5K +633 +15%
AG
520
AIA Group
Hong Kong
$297K
CWM
521
Cordatus Wealth Management
Pennsylvania
$295K -$771 -13 -0.3%
CAM
522
Columbia Asset Management
Michigan
$294K
NWM
523
Napa Wealth Management
California
$294K +$46.1K +778 +20%
CTWM
524
Cherry Tree Wealth Management
Minnesota
$293K
WDC
525
Woodward Diversified Capital
California
$293K -$12.1K -204 -4%