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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
526
Ellis Investment Partners
Pennsylvania
$173K +$2.55K +38 +2%
IA
527
IFP Advisors
Florida
$172K
AWM
528
AllSquare Wealth Management
New York
$163K
JCM
529
Jacobi Capital Management
Pennsylvania
$161K
WT
530
Washington Trust
Rhode Island
$155K +$106K +1,588 +242%
SSB
531
Sandy Spring Bank
Maryland
$152K +$19K +283 +15%
Acadian Asset Management
532
Acadian Asset Management
Massachusetts
$149K -$237K -3,538 -62%
BWP
533
Baldwin Wealth Partners
Massachusetts
$142K
FWM
534
Focused Wealth Management
New York
$139K +$1.07K +16 +0.8%
SIC
535
Salem Investment Counselors
North Carolina
$136K
CSPIA
536
Cary Street Partners Investment Advisory
Virginia
$135K -$73.9K -1,102 -36%
PFGIA
537
Patriot Financial Group Insurance Agency
Massachusetts
$131K +$1.01K +15 +0.8%
LS
538
Livforsakringsbolaget Skandia
Sweden
$127K
GWMIA
539
Global Wealth Management Investment Advisory
Florida
$127K +$41.6K +620 +51%
KFS
540
Kelly Financial Services
Massachusetts
$126K
S
541
SignatureFD
Georgia
$117K +$18.3K +273 +19%
TWM
542
Tradition Wealth Management
Minnesota
$115K
LCM
543
Logan Capital Management
Pennsylvania
$113K +$110K +1,634 New
PA
544
Parallel Advisors
California
$111K -$536 -8 -0.5%
TCOV
545
Trust Company of Vermont
Vermont
$111K
POIA
546
Pin Oak Investment Advisors
Texas
$106K -$41K -612 -29%
FMP
547
Financial Management Professionals
Texas
$105K
BC
548
Barnett & Company
Tennessee
$105K +$102K +1,521 New
SIS
549
Sound Income Strategies
Florida
$93.8K -$24.8K -370 -21%
IFAM
550
Institutional & Family Asset Management
Colorado
$93K