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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
501
FNY Investment Advisers
New York
$359K +$337K +5,700 New
ACG
502
Allen Capital Group
Nebraska
$358K -$4.26K -72 -1%
MCCP
503
Mission Creek Capital Partners
California
$357K -$122K -2,059 -27%
IAIM
504
International Assets Investment Management
Florida
$357K -$55.7K -941 -14%
BMSSC
505
B. Metzler seel. Sohn & Co
Germany
$356K -$274K -4,634 -45%
QWM
506
Quadcap Wealth Management
Texas
$355K +$28.9K +488 +9%
KA
507
Kovack Advisors
Florida
$353K +$44.3K +749 +15%
GT
508
Glenmede Trust
Pennsylvania
$352K -$533 -9 -0.2%
AW
509
Avion Wealth
Texas
$349K – – –
AFCM
510
Applied Finance Capital Management
Puerto Rico
$346K +$13.1K +221 +4%
CAI
511
Capital Advisors Inc
Oklahoma
$345K +$324K +5,473 New
BW
512
Basepoint Wealth
Iowa
$345K +$5.21K +88 +2%
DDC
513
DF Dent & Co
Maryland
$345K – – –
WWM
514
Western Wealth Management
Colorado
$345K -$24.7K -418 -7%
FFA
515
Farther Finance Advisors
California
$344K +$169K +2,859 +110%
IA
516
Inspire Advisors
Idaho
$343K -$15.9K -269 -5%
PIA
517
Perennial Investment Advisors
California
$342K -$13.2K -223 -4%
STA
518
Summit Trail Advisors
New York
$338K +$97.3K +1,644 +45%
HHRDM
519
H&H Retirement Design & Management
Nevada
$337K – – –
PAG
520
Private Advisory Group
Washington
$336K – – –
CFD
521
Creative Financial Designs
Indiana
$334K +$64.9K +1,096 +26%
CAM
522
Carret Asset Management
New York
$333K – – –
JWM
523
Jackson Wealth Management
Florida
$330K – – –
FPW
524
Flagship Private Wealth
Massachusetts
$327K -$11.8K -200 -4%
Jones Financial Companies
525
Jones Financial Companies
Missouri
$321K +$120K +2,025 +65%