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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
RBWA
526
RFG - Bristol Wealth Advisors
Massachusetts
$320K +$474 +8 +0.2%
BEI
527
Benjamin Edwards Inc
Missouri
$320K +$4.44K +75 +2%
SWG
528
Summit Wealth Group
Vermont
$313K +$888 +15 +0.3%
KAS
529
KPP Advisory Services
Kentucky
$313K +$9K +152 +3%
JIP
530
Jaffetilchin Investment Partners
Florida
$312K +$292K +4,939 New
FLI
531
Family Legacy Inc
South Carolina
$311K -$1.72K -29 -0.6%
AF
532
Apollon Financial
South Carolina
$310K – – –
SAM
533
Shell Asset Management
Netherlands
$309K -$35.8K -605 -11%
SOS
534
Silver Oak Securities
Tennessee
$309K +$38.9K +657 +15%
BWP
535
Barlow Wealth Partners
Kentucky
$306K – – –
BC
536
Burney Company
Virginia
$302K -$533 -9 -0.2%
TIAA Trust, National Association
537
TIAA Trust, National Association
North Carolina
$302K -$296 -5 -0.1%
WFS
538
Widmann Financial Services
Maryland
$302K -$12.8K -217 -4%
RRA
539
Round Rock Advisors
Connecticut
$299K -$6.33K -107 -2%
PA
540
Profund Advisors
Maryland
$299K -$15.8K -267 -5%
CAM
541
Columbia Asset Management
Michigan
$298K – – –
NIM
542
NEOS Investment Management
Connecticut
$298K +$279K +4,721 New
CTWM
543
Cherry Tree Wealth Management
Minnesota
$297K – – –
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$294K +$4.32K +73 +2%
JIC
545
Joel Isaacson & Co
New York
$289K – – –
DWP
546
Daymark Wealth Partners
Ohio
$288K +$22.3K +377 +9%
SAG
547
SageView Advisory Group
California
$287K -$18K -304 -6%
CF
548
Claris Financial
Virginia
$286K – – –
RFC
549
Regions Financial Corp
Alabama
$286K +$1.78K +30 +0.7%
MAM
550
Mystic Asset Management
Rhode Island
$285K -$5.98K -101 -2%