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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
501
Stronghold Wealth Management
Florida
$369K +$382K +5,739 New
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$367K
ACG
503
Allen Capital Group
Nebraska
$366K -$466 -7 -0.1%
BMSSC
504
B. Metzler seel. Sohn & Co
Germany
$363K
KWA
505
Kingswood Wealth Advisors
California
$363K -$56.9K -855 -13%
CF
506
Centaurus Financial
California
$361K -$10.8K -162 -3%
GWA
507
Gutierrez Wealth Advisory
Arkansas
$361K +$2K +30 +0.5%
TNA
508
True North Advisors
Texas
$356K -$8.79K -132 -2%
MCCP
509
Mission Creek Capital Partners
California
$354K -$4.59K -69 -1%
Canada Pension Plan Investment Board
510
Canada Pension Plan Investment Board
Ontario, Canada
$354K +$366K +5,500 New
QWM
511
Quadcap Wealth Management
Texas
$352K -$5.13K -77 -1%
DDC
512
DF Dent & Co
Maryland
$352K
PCIA
513
Prime Capital Investment Advisors
Kansas
$350K -$8.59K -129 -2%
CWM
514
CarsonAllaria Wealth Management
Illinois
$349K +$1.93K +29 +0.5%
SC
515
Savant Capital
Illinois
$347K -$1.47K -22 -0.4%
IAIM
516
International Assets Investment Management
Florida
$347K -$84.9K -1,275 -19%
HA
517
Herold Advisors
New York
$346K +$1.06K +16 +0.3%
UCFA
518
United Capital Financial Advisors
Texas
$344K +$92.6K +1,391 +35%
PIA
519
Perennial Investment Advisors
California
$343K +$2.46K +37 +0.7%
NAS
520
NWF Advisory Services
California
$339K
Fisher Asset Management
521
Fisher Asset Management
Washington
$339K -$119K -1,782 -25%
WDC
522
Woodward Diversified Capital
California
$337K +$13.2K +198 +4%
JWM
523
Jackson Wealth Management
Florida
$337K
SO
524
STRS Ohio
Ohio
$334K -$5.04M -75,691 -94%
FPW
525
Flagship Private Wealth
Massachusetts
$334K