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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
VA
526
VestGen Advisors
Illinois
$332K +$119K +1,789 +53%
RBWA
527
RFG - Bristol Wealth Advisors
Massachusetts
$328K +$533 +8 +0.2%
WWM
528
Western Wealth Management
Colorado
$328K -$20.8K -313 -6%
FLI
529
Family Legacy Inc
South Carolina
$326K +$2.06K +31 +0.6%
BHCM
530
Brevan Howard Capital Management
Jersey
$323K +$68.9K +1,034 +26%
BEI
531
Benjamin Edwards Inc
Missouri
$322K -$9.66K -145 -3%
SWG
532
Summit Wealth Group
Vermont
$322K +$866 +13 +0.3%
WFS
533
Widmann Financial Services
Maryland
$321K +$24.4K +367 +8%
AWM
534
Accurate Wealth Management
Florida
$318K +$25.2K +379 +9%
AF
535
Apollon Financial
South Carolina
$316K -$3.6K -54 -1%
KAS
536
KPP Advisory Services
Kentucky
$315K -$200 -3 -0.1%
OIA
537
OneDigital Investment Advisors
Kansas
$314K -$5.73K -86 -2%
PIM
538
Plato Investment Management
Australia
$314K +$265K +3,976 +453%
JE
539
Jacobs Equity
Utah
$313K +$324K +4,868 New
SI
540
Seeds Investor
New York
$313K -$7.39K -111 -2%
Credit Agricole
541
Credit Agricole
France
$313K -$135K -2,024 -29%
CPIG
542
Chicago Partners Investment Group
Illinois
$312K +$13.3K +200 +5%
PAS
543
Park Avenue Securities
New York
$311K -$97.2K -1,460 -23%
MMA
544
Miracle Mile Advisors
California
$310K +$78K +1,172 +32%
AP
545
Advisortrust Partners
North Carolina
$310K +$320K +4,809 New
D.E. Shaw & Co
546
D.E. Shaw & Co
New York
$309K -$401K -6,021 -56%
CF
547
Claris Financial
Virginia
$308K -$1.26K -19 -0.4%
RFP
548
Root Financial Partners
California
$307K +$733 +11 +0.2%
DWP
549
Daymark Wealth Partners
Ohio
$306K
SAM
550
Sagewood Asset Management
New York
$306K +$317K +4,758 New