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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
QT
551
Quantbot Technologies
New York
$79K +$85.2K +1,017 New
HR
552
Howe & Rusling
New York
$78K +$83.5K +996 New
IF
553
Ironwood Financial
Arizona
$77K – – –
TSW
554
Thompson Siegel & Walmsley
Virginia
$76K – – –
BWM
555
Baystate Wealth Management
Massachusetts
$74K +$503 +6 +0.6%
Schroder Investment Management Group
556
Schroder Investment Management Group
United Kingdom
$73K -$4.15M -49,491 -98%
GRP
557
Global Retirement Partners
California
$72K +$24.6K +293 +47%
BCI
558
Brinker Capital Investments
Pennsylvania
$71K – – –
TWA
559
TCI Wealth Advisors
Arizona
$71K – – –
CFA
560
Carroll Financial Associates
North Carolina
$70K – – –
PGAM
561
Princeton Global Asset Management
New Jersey
$70K – – –
JFGIW
562
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K – – –
AIS
563
Accurate Investment Solutions
Pennsylvania
$66K – – –
APWM
564
Atlas Private Wealth Management
New York
$66K +$70.4K +840 New
CB
565
Community Bank
New York
$65K – – –
CWM
566
Cedar Wealth Management
California
$64K – – –
MA
567
MCF Advisors
Kentucky
$63K – – –
BHWM
568
Bay Harbor Wealth Management
Maryland
$59K – – –
LS
569
Leelyn Smith
Illinois
$59K +$61.6K +735 New
AIC
570
Ameritas Investment Company
Nebraska
$58K -$68.5K -817 -53%
PMFA
571
Plante Moran Financial Advisors
Michigan
$56K – – –
FWM
572
Filbrandt Wealth Management
Wisconsin
$56K +$59.9K +715 New
RFA
573
Reilly Financial Advisors
California
$54K – – –
LFG
574
LifePlan Financial Group
Ohio
$52K – – –
MCM
575
McMillion Capital Management
North Carolina
$52K – – –