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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
501
Coppell Advisory Solutions
Texas
$283K -$3.93K -69 -1%
MOS
502
MGO One Seven
Ohio
$281K +$42.8K +751 +17%
QWM
503
Quadcap Wealth Management
Texas
$280K -$44.6K -782 -13%
SS
504
Sunbelt Securities
Texas
$277K +$120K +2,109 +71%
MW
505
Maia Wealth
Colorado
$277K +$241K +4,237 +652%
RBWA
506
RFG - Bristol Wealth Advisors
Massachusetts
$276K +$289K +5,067 New
BWP
507
Barlow Wealth Partners
Kentucky
$274K
PA
508
Profund Advisors
Maryland
$273K -$31K -544 -10%
BFM
509
Boston Financial Management
Massachusetts
$272K -$78.1K -1,370 -22%
WFS
510
Widmann Financial Services
Maryland
$272K
Rafferty Asset Management
511
Rafferty Asset Management
New York
$272K -$2.68K -47 -0.9%
BEI
512
Benjamin Edwards Inc
Missouri
$272K +$969 +17 +0.3%
FLI
513
Family Legacy Inc
South Carolina
$272K -$84.9K -1,491 -23%
SWG
514
Summit Wealth Group
Vermont
$269K -$6.15K -108 -2%
PEAK6
515
PEAK6
Illinois
$268K +$280K +4,923 New
AF
516
Apollon Financial
South Carolina
$267K -$55K -966 -16%
RRA
517
Round Rock Advisors
Connecticut
$264K
SAG
518
SageView Advisory Group
California
$264K -$5.01K -88 -2%
D.E. Shaw & Co
519
D.E. Shaw & Co
New York
$264K -$166K -2,909 -38%
KA
520
Kovack Advisors
Florida
$264K -$61.2K -1,075 -18%
KAS
521
KPP Advisory Services
Kentucky
$262K +$54.6K +959 +25%
BC
522
Burney Company
Virginia
$262K -$130K -2,288 -32%
TIAA Trust, National Association
523
TIAA Trust, National Association
North Carolina
$261K +$273K +4,791 New
GHA
524
GW Henssler & Associates
Georgia
$259K
CAM
525
Columbia Asset Management
Michigan
$257K