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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
576
Coppell Advisory Solutions
Texas
$236K -$28.8K -500 -12%
NYLIM
577
New York Life Investment Management
New York
$234K +$208K +3,614 New
RFC
578
Regions Financial Corp
Alabama
$234K +$208K +3,606 New
MCM
579
Monument Capital Management
Virginia
$232K -$140K -2,426 -40%
VVP
580
Venture Visionary Partners
Ohio
$231K +$206K +3,570 New
MGIA
581
Moneta Group Investment Advisors
Missouri
$229K +$203K +3,528 New
DA
582
Detalus Advisors
Missouri
$227K -$20K -348 -9%
HNB
583
Huntington National Bank
Ohio
$226K -$86.1K -1,495 -30%
T
584
TOBAM
France
$225K +$18.6K +323 +10%
AGA
585
Arkos Global Advisors
Texas
$221K +$197K +3,414 New
APP
586
Avantax Planning Partners
Iowa
$219K -$63.9K -1,109 -25%
HWM
587
HB Wealth Management
Georgia
$218K +$194K +3,368 New
USCWA
588
U.S. Capital Wealth Advisors
Texas
$218K +$194K +3,363 New
LCWP
589
Legacy Capital Wealth Partners
Arkansas
$217K +$193K +3,350 New
NGA
590
Naples Global Advisors
Florida
$217K -$79.8K -1,386 -30%
BBWP
591
Beacon Bridge Wealth Partners
Pennsylvania
$216K +$192K +3,332 New
BCM
592
Bourgeon Capital Management
Connecticut
$214K +$25.4K +441 +15%
Verition Fund Management
593
Verition Fund Management
Connecticut
$213K -$121K -2,101 -39%
BAG
594
Bridgewealth Advisory Group
California
$212K +$189K +3,276 New
FHC
595
First Heartland Consultants
Missouri
$212K +$188K +3,269 New
KeyBank National Association
596
KeyBank National Association
Ohio
$210K +$186K +3,236 New
KAS
597
KPP Advisory Services
Kentucky
$209K +$186K +3,225 New
FAG
598
Fortitude Advisory Group
Washington
$208K +$185K +3,211 New
RWM
599
Ritholtz Wealth Management
New York
$208K +$185K +3,206 New
AAG
600
Armstrong Advisory Group
Massachusetts
$206K -$25.3K -439 -12%