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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
BTC Capital Management
Iowa
$248K -$182K -2,486 -42%
MSFS
527
Main Street Financial Solutions
Pennsylvania
$248K +$952 +13 +0.4%
TFA
528
Teamwork Financial Advisors
Texas
$245K +$7.61K +104 +3%
BCM
529
Brookstone Capital Management
Illinois
$245K +$236K +3,228 New
SFG
530
Sovereign Financial Group
Connecticut
$243K
HAS
531
HBW Advisory Services
California
$242K +$243K +3,314 New
BC
532
Brio Consultants
California
$241K -$24.7K -337 -9%
RDFA
533
Ritter Daniher Financial Advisory
Ohio
$240K
PWM
534
Perigon Wealth Management
California
$239K -$14.5K -198 -6%
CCIA
535
Campbell & Co Investment Adviser
Maryland
$239K +$239K +3,267 New
D.E. Shaw & Co
536
D.E. Shaw & Co
New York
$238K -$31.1M -424,234 -99%
WC
537
Woodstock Corp
Massachusetts
$237K
NB
538
Norinchukin Bank
Japan
$235K +$18.6K +254 +9%
ACM
539
AlphaStar Capital Management
North Carolina
$235K +$232K +3,171 New
AIC
540
Ameritas Investment Company
Nebraska
$231K +$6K +82 +3%
UH
541
Unigestion Holding
Switzerland
$229K -$146K -1,990 -39%
FF
542
FourThought Financial
Florida
$227K
PSUF
543
People's United Financial
Connecticut
$225K +$225K +3,073 New
ACM
544
Avalon Capital Management
California
$224K +$224K +3,059 New
BIM
545
Baldwin Investment Management
Pennsylvania
$224K +$224K +3,063 New
KMWM
546
Keudell/Morrison Wealth Management
Oregon
$222K +$7.39K +101 +3%
Northwestern Mutual Wealth Management
547
Northwestern Mutual Wealth Management
Wisconsin
$221K -$143K -1,956 -39%
HDIM
548
Hanson & Doremus Investment Management
Vermont
$220K +$48.2K +658 +24%
IA
549
IndexIQ Advisors
New York
$215K +$7.76K +106 +4%
TC
550
Touchstone Capital
Pennsylvania
$214K -$7.32K -100 -3%