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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
526
Benjamin Edwards Inc
Missouri
$320K +$4.44K +75 +2%
SWG
527
Summit Wealth Group
Vermont
$313K +$888 +15 +0.3%
KAS
528
KPP Advisory Services
Kentucky
$313K +$9K +152 +3%
JIP
529
Jaffetilchin Investment Partners
Florida
$312K +$292K +4,939 New
FLI
530
Family Legacy Inc
South Carolina
$311K -$1.72K -29 -0.6%
AF
531
Apollon Financial
South Carolina
$310K
SAM
532
Shell Asset Management
Netherlands
$309K -$35.8K -605 -11%
SOS
533
Silver Oak Securities
Tennessee
$309K +$38.9K +657 +15%
BWP
534
Barlow Wealth Partners
Kentucky
$306K
BC
535
Burney Company
Virginia
$302K -$533 -9 -0.2%
TIAA Trust, National Association
536
TIAA Trust, National Association
North Carolina
$302K -$296 -5 -0.1%
WFS
537
Widmann Financial Services
Maryland
$302K -$12.8K -217 -4%
RRA
538
Round Rock Advisors
Connecticut
$299K -$6.33K -107 -2%
PA
539
Profund Advisors
Maryland
$299K -$15.8K -267 -5%
CAM
540
Columbia Asset Management
Michigan
$298K
NIM
541
NEOS Investment Management
Connecticut
$298K +$279K +4,721 New
CTWM
542
Cherry Tree Wealth Management
Minnesota
$297K
CI Investments Inc
543
CI Investments Inc
Ontario, Canada
$294K +$4.32K +73 +2%
JIC
544
Joel Isaacson & Co
New York
$289K
DWP
545
Daymark Wealth Partners
Ohio
$288K +$22.3K +377 +9%
SAG
546
SageView Advisory Group
California
$287K -$18K -304 -6%
CF
547
Claris Financial
Virginia
$286K
RFC
548
Regions Financial Corp
Alabama
$286K +$1.78K +30 +0.7%
MAM
549
Mystic Asset Management
Rhode Island
$285K -$5.98K -101 -2%
PCM
550
Polymer Capital Management
New York
$285K +$267K +4,509 New