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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SC
501
Sawyer & Company
Massachusetts
$367K +$178K +2,715 +86%
SC
502
Savant Capital
Illinois
$366K -$3.54K -54 -1%
WWM
503
Western Wealth Management
Colorado
$365K -$4.78K -73 -1%
CWM
504
CarsonAllaria Wealth Management
Illinois
$364K -$113K -1,732 -24%
HA
505
Herold Advisors
New York
$362K -$36.6K -559 -9%
TIAA Trust, National Association
506
TIAA Trust, National Association
North Carolina
$360K -$35.4K -541 -9%
RFC
507
Regions Financial Corp
Alabama
$359K -$25.1K -383 -7%
PIA
508
Perennial Investment Advisors
California
$357K -$4.84K -74 -1%
CAM
509
Carret Asset Management
New York
$357K
NAS
510
NWF Advisory Services
California
$356K +$345K +5,271 New
JWM
511
Jackson Wealth Management
Florida
$354K +$343K +5,233 New
FPW
512
Flagship Private Wealth
Massachusetts
$350K
BEI
513
Benjamin Edwards Inc
Missouri
$348K -$65 -1 -0%
RBWA
514
RFG - Bristol Wealth Advisors
Massachusetts
$344K +$458 +7 +0.1%
KIM
515
Kestra Investment Management
Texas
$344K +$10.9K +167 +3%
WDC
516
Woodward Diversified Capital
California
$341K -$3.21K -49 -1%
FLI
517
Family Legacy Inc
South Carolina
$340K +$1.57K +24 +0.5%
CIBC Private Wealth Group
518
CIBC Private Wealth Group
Georgia
$337K +$128K +1,950 +64%
SWG
519
Summit Wealth Group
Vermont
$337K +$916 +14 +0.3%
SI
520
Seeds Investor
New York
$336K -$18.7K -286 -5%
OIA
521
OneDigital Investment Advisors
Kansas
$336K -$7.59K -116 -2%
AF
522
Apollon Financial
South Carolina
$335K
KAS
523
KPP Advisory Services
Kentucky
$331K -$720 -11 -0.2%
PA
524
Profund Advisors
Maryland
$330K +$31.4K +479 +11%
CF
525
Claris Financial
Virginia
$325K +$4.39K +67 +1%