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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
526
Empower Advisory Group
Colorado
$294K -$68.2K -1,108 -19%
CTWM
527
Cherry Tree Wealth Management
Minnesota
$294K
BC
528
Burney Company
Virginia
$293K -$6.1K -99 -2%
WFS
529
Widmann Financial Services
Maryland
$288K -$10.2K -165 -3%
PFS
530
Prospera Financial Services
Texas
$288K +$31.5K +511 +12%
Fidelity International
531
Fidelity International
Bermuda
$286K -$880K -14,294 -76%
JIC
532
Joel Isaacson & Co
New York
$285K
IC
533
IEQ Capital
California
$283K -$306K -4,972 -52%
MAM
534
Mystic Asset Management
Rhode Island
$281K
DAC
535
Dividend Assets Capital
South Carolina
$281K
AG
536
AIA Group
Hong Kong
$280K
ECM
537
Everence Capital Management
Indiana
$279K
VI
538
Vestcor Inc
New Brunswick, Canada
$277K -$2.28K -37 -0.8%
SS
539
Sunbelt Securities
Texas
$277K -$101K -1,642 -24%
BA
540
Bridgewater Associates
Connecticut
$276K +$273K +4,429 New
STA
541
Summit Trail Advisors
New York
$275K -$58.7K -953 -18%
PA
542
Profund Advisors
Maryland
$275K -$20.3K -329 -7%
SAG
543
SageView Advisory Group
California
$274K -$16.3K -264 -6%
GM
544
GeoWealth Management
Illinois
$274K +$26.8K +436 +11%
S
545
SignatureFD
Georgia
$268K -$1.05K -17 -0.4%
SCA
546
Strathmore Capital Advisors
North Carolina
$267K +$266K +4,327 New
MSFS
547
Main Street Financial Solutions
Pennsylvania
$267K +$7.14K +116 +3%
SF
548
Symphony Financial
Texas
$267K +$264K +4,282 New
BWP
549
Barlow Wealth Partners
Kentucky
$266K -$51.9K -843 -17%
CAS
550
Coppell Advisory Solutions
Texas
$266K -$6.1K -99 -2%