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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
526
Physician Wealth Advisors
Utah
$262K -$202K -3,161 -39%
KMWM
527
Keudell/Morrison Wealth Management
Oregon
$260K +$9.35K +146 +3%
NGA
528
Naples Global Advisors
Florida
$254K -$64.4K -1,006 -18%
Lido Advisors
529
Lido Advisors
California
$253K -$43.1K -673 -12%
PAS
530
Park Avenue Securities
New York
$252K +$305K +4,757 New
CB
531
Cadence Bank
Mississippi
$251K -$4.48K -70 -1%
RRA
532
Round Rock Advisors
Connecticut
$247K +$19.6K +306 +7%
FHA
533
Flagship Harbor Advisors
Massachusetts
$246K +$1.15K +18 +0.4%
TFA
534
Teamwork Financial Advisors
Texas
$245K +$49.6K +775 +20%
VI
535
Vestcor Inc
New Brunswick, Canada
$245K -$14.1K -220 -5%
FB
536
Fulton Bank
Pennsylvania
$243K +$294K +4,595 New
DAC
537
Dividend Assets Capital
South Carolina
$243K
M1FG
538
Mach-1 Financial Group
Arkansas
$242K
SFG
539
Sovereign Financial Group
Connecticut
$242K -$146K -2,286 -33%
S
540
SignatureFD
Georgia
$240K +$109K +1,696 +60%
WS
541
Wedbush Securities
California
$240K -$8.71K -136 -3%
APP
542
Avantax Planning Partners
Iowa
$238K +$16.8K +262 +6%
CSPIA
543
Cary Street Partners Investment Advisory
Virginia
$238K -$5.7K -89 -2%
CIC
544
Chase Investment Counsel
Virginia
$236K -$37.9K -592 -12%
CCIA
545
Campbell & Co Investment Adviser
Maryland
$235K -$93.5K -1,460 -25%
FPAS
546
Focus Partners Advisor Solutions
Missouri
$234K +$84.7K +1,323 +43%
ACI
547
Alpha Cubed Investments
California
$233K
BCM
548
BTC Capital Management
Iowa
$231K -$13.8K -216 -5%
PCM
549
Parsons Capital Management
Rhode Island
$230K +$9.8K +153 +4%
GAM
550
Garrison Asset Management
Arkansas
$230K +$192 +3 +0.1%