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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
551
Polymer Capital Management
New York
$285K +$267K +4,509 New
DAC
552
Dividend Assets Capital
South Carolina
$284K – – –
Fisher Asset Management
553
Fisher Asset Management
Washington
$284K +$27.2K +459 +11%
AG
554
AIA Group
Hong Kong
$283K – – –
ECM
555
Everence Capital Management
Indiana
$283K -$45.6K -770 -15%
VI
556
Vestcor Inc
New Brunswick, Canada
$282K -$3.86M -65,166 -94%
KMWM
557
Keudell/Morrison Wealth Management
Oregon
$281K +$21.8K +368 +9%
AWM
558
Accurate Wealth Management
Florida
$276K +$29K +490 +11%
S
559
SignatureFD
Georgia
$272K +$3.97K +67 +2%
NWWA
560
New Wave Wealth Advisors
Arkansas
$267K -$26.6K -450 -10%
WSFS
561
Wilmington Savings Fund Society
Delaware
$266K – – –
TW
562
TritonPoint Wealth
Maryland
$266K -$17.8K -300 -7%
APP
563
Avantax Planning Partners
Iowa
$266K -$119K -2,012 -32%
CAS
564
Coppell Advisory Solutions
Texas
$264K -$50.8K -859 -17%
APF
565
Alaska Permanent Fund
Alaska
$263K – – –
MSFS
566
Main Street Financial Solutions
Pennsylvania
$263K -$61.3K -1,036 -20%
PA
567
Parallel Advisors
California
$262K +$67.4K +1,139 +38%
LFG
568
Larson Financial Group
Missouri
$262K -$118 -2 -0%
GFM
569
GF Fund Management
China
$262K +$9.94K +168 +4%
PIP
570
Peachtree Investment Partners
Florida
$261K +$2.49K +42 +1%
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$260K +$7.46K +126 +3%
PFS
572
Prospera Financial Services
Texas
$259K -$77.2K -1,305 -24%
SIS
573
Sound Income Strategies
Florida
$258K -$6.33K -107 -3%
DBRC
574
D.B. Root & Company
Pennsylvania
$258K -$4.62K -78 -2%
OWA
575
Octavia Wealth Advisors
Ohio
$253K +$234K +3,951 New