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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PIP
551
Peachtree Investment Partners
Florida
$285K +$2.55K +39 +0.9%
BWP
552
Barlow Wealth Partners
Kentucky
$285K
CAS
553
Coppell Advisory Solutions
Texas
$284K -$3.34K -51 -1%
CPIG
554
Chicago Partners Investment Group
Illinois
$284K +$36.6K +559 +15%
Fifth Third Bancorp
555
Fifth Third Bancorp
Ohio
$281K +$11.7K +178 +4%
Lazard Asset Management
556
Lazard Asset Management
New York
$280K -$649K -9,919 -71%
DBRC
557
D.B. Root & Company
Pennsylvania
$276K +$131 +2 +0%
MSFS
558
Main Street Financial Solutions
Pennsylvania
$275K -$13.6K -208 -5%
VF
559
Virtu Financial
New York
$275K +$266K +4,068 New
TW
560
TritonPoint Wealth
Maryland
$273K
GI
561
GAMMA Investing
California
$270K +$46.7K +714 +22%
CB
562
Cadence Bank
Mississippi
$270K
PTC
563
Philadelphia Trust Company
Pennsylvania
$270K -$229K -3,500 -47%
BHCM
564
Brevan Howard Capital Management
Jersey
$269K -$103K -1,576 -28%
SFG
565
Sovereign Financial Group
Connecticut
$269K -$785 -12 -0.3%
UCFA
566
United Capital Financial Advisors
Texas
$267K +$2.03K +31 +0.8%
PA
567
Parallel Advisors
California
$267K +$16K +245 +7%
KCM
568
Kathmere Capital Management
Pennsylvania
$265K -$3.08K -47 -1%
CAGAS
569
Capital Advisory Group Advisory Services
Minnesota
$264K
PTC
570
Private Trust Company
Ohio
$264K
WMS
571
Wealth Management Strategies
Pennsylvania
$261K +$3.54K +54 +1%
IWP
572
Insight Wealth Partners
Texas
$261K
CIA
573
Capital Investment Advisors
Georgia
$259K +$17.5K +268 +8%
PFS
574
Prospera Financial Services
Texas
$258K -$51.8K -792 -17%
IAS
575
Insigneo Advisory Services
Florida
$256K +$131 +2 +0.1%