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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Procyon Advisors
Connecticut
$240K -$29.7K -527 -11%
SF
552
SWP Financial
California
$240K -$96.9K -1,719 -28%
GAM
553
Garrison Asset Management
Arkansas
$234K +$169 +3 +0.1%
Teacher Retirement System of Texas
554
Teacher Retirement System of Texas
Texas
$234K -$73.7K -1,307 -24%
TW
555
TritonPoint Wealth
Maryland
$232K -$67.9K -1,205 -22%
DWP
556
Daymark Wealth Partners
Ohio
$230K +$1.13K +20 +0.5%
SI
557
Seeds Investor
New York
$229K +$235K +4,165 New
GWSG
558
GPS Wealth Strategies Group
Colorado
$229K -$620 -11 -0.3%
CB
559
Cadence Bank
Mississippi
$227K -$28.2K -501 -11%
BFEC
560
Benjamin F. Edwards & Company
Missouri
$227K
ATC
561
Argent Trust Co
Tennessee
$227K -$54.6K -968 -19%
AWM
562
Accurate Wealth Management
Florida
$227K -$845 -15 -0.4%
CFGS
563
Concourse Financial Group Securities
Alabama
$226K -$845 -15 -0.4%
CAS
564
Coppell Advisory Solutions
Texas
$225K +$231K +4,090 New
LFG
565
Larson Financial Group
Missouri
$222K +$9.3K +165 +4%
GWMR
566
GC Wealth Management RIA
Massachusetts
$222K +$11.2K +198 +5%
KAS
567
KPP Advisory Services
Kentucky
$222K +$227K +4,024 New
PIP
568
Peachtree Investment Partners
Florida
$221K +$227K +4,022 New
3F
569
360 Financial
Minnesota
$221K -$128K -2,263 -36%
PF
570
Prosperitas Financial
California
$220K -$50.6K -897 -18%
CAGAS
571
Capital Advisory Group Advisory Services
Minnesota
$219K -$5.64K -100 -2%
MPW
572
Monterey Private Wealth
California
$218K
RCM
573
Raleigh Capital Management
North Carolina
$218K -$9.19K -163 -4%
AWA
574
Adapt Wealth Advisors
Georgia
$218K +$223K +3,951 New
PCM
575
Parsons Capital Management
Rhode Island
$217K