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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
RBWA
551
RFG - Bristol Wealth Advisors
Massachusetts
$365K +$513 +7 +0.1%
SWP
552
Stratos Wealth Partners
Ohio
$364K -$15.4K -210 -4%
GI
553
GAMMA Investing
California
$362K +$33.5K +457 +10%
SWG
554
Summit Wealth Group
Vermont
$359K +$953 +13 +0.3%
ONB
555
Old National Bancorp
Indiana
$359K +$368K +5,020 New
CL
556
Choreo LLC
Illinois
$359K -$16.9K -230 -4%
TW
557
ticino wealth
California
$358K – – –
VAM
558
Verity Asset Management
North Carolina
$353K +$24.8K +338 +7%
MMA
559
Miracle Mile Advisors
California
$353K +$11.4K +156 +3%
Verition Fund Management
560
Verition Fund Management
Connecticut
$351K -$727K -9,917 -67%
AF
561
Apollon Financial
South Carolina
$351K – – –
KAS
562
KPP Advisory Services
Kentucky
$350K +$1.1K +15 +0.3%
PSCM
563
Per Stirling Capital Management
Texas
$346K +$4.47K +61 +1%
SPC
564
Sigma Planning Corp
Michigan
$346K -$10.7K -146 -3%
PIM
565
Plato Investment Management
Australia
$345K – – –
AWA
566
Adapt Wealth Advisors
Georgia
$344K +$129K +1,766 +58%
SI
567
Seeds Investor
New York
$344K +$3.96K +54 +1%
TCIIS
568
TIAA-CREF Individual & Institutional Services
New York
$339K +$2.2K +30 +0.6%
BC
569
Burney Company
Virginia
$338K +$73 +1 +0%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$336K -$16.8K -229 -5%
CCFM
571
Clear Creek Financial Management
Washington
$334K +$66.3K +905 +24%
Fisher Asset Management
572
Fisher Asset Management
Washington
$332K -$74.5K -1,017 -18%
PA
573
Profund Advisors
Maryland
$331K -$10.7K -146 -3%
WFS
574
Widmann Financial Services
Maryland
$330K -$26.9K -367 -7%
BC
575
Brookfield Corp
Ontario, Canada
$328K -$15.8M -215,426 -98%