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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
526
Cherry Tree Wealth Management
Minnesota
$256K
TPA
527
Trivium Point Advisory
Connecticut
$256K -$43.9K -770 -14%
NWWA
528
New Wave Wealth Advisors
Arkansas
$255K +$79.5K +1,395 +42%
MAM
529
Mystic Asset Management
Rhode Island
$251K +$263K +4,611 New
AWM
530
AE Wealth Management
Kansas
$250K -$187K -3,275 -42%
JIC
531
Joel Isaacson & Co
New York
$249K
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$249K +$19.9K +350 +8%
TW
533
TritonPoint Wealth
Maryland
$247K +$17.1K +300 +7%
SFG
534
Sovereign Financial Group
Connecticut
$246K +$3.82K +67 +2%
RFC
535
Regions Financial Corp
Alabama
$245K -$969 -17 -0.4%
DAC
536
Dividend Assets Capital
South Carolina
$245K
AG
537
AIA Group
Hong Kong
$245K -$16K -281 -6%
UCFA
538
United Capital Financial Advisors
Texas
$244K -$47.7K -837 -16%
Empower Advisory Group
539
Empower Advisory Group
Colorado
$240K -$88.5K -1,553 -26%
IGAM
540
iA Global Asset Management
Quebec, Canada
$238K +$249K +4,370 New
WA
541
Wambolt & Associates
Colorado
$238K -$7.12K -125 -3%
BWP
542
BlueStem Wealth Partners
Minnesota
$237K +$247K +4,344 New
SCA
543
Strathmore Capital Advisors
North Carolina
$236K +$247K +4,327 New
KWM
544
Kingsview Wealth Management
Oregon
$235K -$5.75K -101 -2%
WMS
545
Wealth Management Strategies
Pennsylvania
$235K +$245K +4,305 New
SOS
546
Silver Oak Securities
Tennessee
$233K +$243K +4,271 New
CW
547
CreativeOne Wealth
Kansas
$231K +$627 +11 +0.3%
S
548
SignatureFD
Georgia
$231K -$102K -1,794 -30%
AWM
549
Accurate Wealth Management
Florida
$230K +$5.75K +101 +2%
APF
550
Alaska Permanent Fund
Alaska
$230K