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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
551
Keudell/Morrison Wealth Management
Oregon
$283K +$25.6K +334 +10%
CRI
552
Colonial River Investments
Virginia
$283K +$270K +3,528 New
LIM
553
Longfellow Investment Management
Massachusetts
$279K
Manulife (Manufacturers Life Insurance)
554
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$279K
ESB
555
Essex Savings Bank
Connecticut
$278K +$265K +3,463 New
S
556
SignatureFD
Georgia
$273K +$47.5K +620 +22%
BW
557
Basepoint Wealth
Iowa
$270K +$257K +3,364 New
Northwestern Mutual Wealth Management
558
Northwestern Mutual Wealth Management
Wisconsin
$270K -$8.57K -112 -3%
RBCM
559
Raub Brock Capital Management
California
$266K
PFA
560
Pure Financial Advisors
California
$263K
WC
561
Woodstock Corp
Massachusetts
$261K
UL
562
Unionview LLC
Washington
$259K +$247K +3,222 New
IA
563
IndexIQ Advisors
New York
$258K -$3.83K -50 -2%
V
564
Veritable
Delaware
$258K +$1.07K +14 +0.4%
ACM
565
AlphaStar Capital Management
North Carolina
$256K +$19.5K +255 +8%
CI Investments Inc
566
CI Investments Inc
Ontario, Canada
$254K +$241K +3,153 +31,530%
SW
567
SVB Wealth
Massachusetts
$253K -$669K -8,735 -73%
SFG
568
Sovereign Financial Group
Connecticut
$253K -$27.9K -364 -10%
SWM
569
Spire Wealth Management
Virginia
$252K -$31.4K -410 -12%
FF
570
FourThought Financial
Florida
$250K
KWM
571
Kingsview Wealth Management
Oregon
$250K +$6.05K +79 +3%
AIA
572
Allied Investment Advisors
Montana
$248K +$236K +3,083 New
GWMIA
573
Global Wealth Management Investment Advisory
Florida
$247K +$42.3K +553 +22%
IRF
574
IBM Retirement Fund
New York
$246K -$150K -1,955 -39%
BIM
575
Baldwin Investment Management
Pennsylvania
$246K