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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AIS
526
Accurate Investment Solutions
Pennsylvania
$48K
APWM
527
Atlas Private Wealth Management
New York
$48K
TSW
528
Thompson Siegel & Walmsley
Virginia
$46K -$11.5K -152 -16%
CWM
529
Cedar Wealth Management
California
$46K
MA
530
MCF Advisors
Kentucky
$45K
CB
531
Community Bank
New York
$44K -$4.17K -55 -7%
BHWM
532
Bay Harbor Wealth Management
Maryland
$43K
GRP
533
Global Retirement Partners
California
$42K -$13.6K -179 -20%
FWM
534
Filbrandt Wealth Management
Wisconsin
$41K
PMFA
535
Plante Moran Financial Advisors
Michigan
$41K
PCG
536
Private Capital Group
Connecticut
$41K +$33.6K +443 +170%
OPS
537
Orion Portfolio Solutions
Nebraska
$40K -$73.1K -964 -58%
HWA
538
Heritage Wealth Advisors
Virginia
$39.4K -$29K -383 -36%
RFA
539
Reilly Financial Advisors
California
$39K
LFG
540
LifePlan Financial Group
Ohio
$38K
MCM
541
McMillion Capital Management
North Carolina
$38K
WT
542
Washington Trust
Rhode Island
$37K +$49.8K +657 New
CI
543
CX Institutional
Indiana
$36K +$47.3K +624 New
MA
544
MUFG Americas
New York
$35K -$120K -1,579 -72%
Schroder Investment Management Group
545
Schroder Investment Management Group
United Kingdom
$35K -$22K -290 -31%
LWANC
546
Laurel Wealth Advisors (North Carolina)
North Carolina
$35K
TCM
547
TD Capital Management
Tennessee
$34K +$531 +7 +1%
MWP
548
Meridian Wealth Partners
Pennsylvania
$34K +$2.27K +30 +5%
NICM
549
Neo Ivy Capital Management
New York
$34K +$44.9K +592 New
DWM
550
Darwin Wealth Management
Florida
$34K +$46K +606 New