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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Cedar Wealth Management
California
$52K – – –
TSW
527
Thompson Siegel & Walmsley
Virginia
$52K – – –
MA
528
MCF Advisors
Kentucky
$51K – – –
BHWM
529
Bay Harbor Wealth Management
Maryland
$48K – – –
FWM
530
Filbrandt Wealth Management
Wisconsin
$46K – – –
PMFA
531
Plante Moran Financial Advisors
Michigan
$46K – – –
GWS
532
Glassman Wealth Services
Virginia
$46K +$6.6K +98 +16%
RFA
533
Reilly Financial Advisors
California
$44K – – –
LFG
534
LifePlan Financial Group
Ohio
$42K – – –
WT
535
Washington Trust
Rhode Island
$42K – – –
LWANC
536
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K – – –
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$39K +$404 +6 +1%
MWP
538
Meridian Wealth Partners
Pennsylvania
$38K – – –
T
539
TOBAM
France
$38K +$40.4K +599 New
LC
540
Lindbrook Capital
California
$37K +$809 +12 +2%
HR
541
Howe & Rusling
New York
$36K -$16K -238 -30%
HWA
542
HHM Wealth Advisors
Tennessee
$36K – – –
CB
543
Community Bank
New York
$33K – – –
MA
544
MUFG Americas
New York
$33K – – –
OC
545
Oakworth Capital
Alabama
$33K – – –
TIM
546
Tortoise Investment Management
New York
$31K – – –
CIA
547
CSat Investment Advisory
Michigan
$31K +$2.9K +43 +10%
CWC
548
Carolinas Wealth Consulting
North Carolina
$29K +$472 +7 +2%
HCP
549
Hexagon Capital Partners
Arkansas
$27K +$29.2K +433 New
HWA
550
Heritage Wealth Advisors
Virginia
$26.3K – – –