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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
GT
576
Greenleaf Trust
Michigan
$253K +$237K +4,002 New
CB
577
Cadence Bank
Mississippi
$252K – – –
SFG
578
Sovereign Financial Group
Connecticut
$251K -$31.5K -532 -12%
GHA
579
GW Henssler & Associates
Georgia
$251K -$11K -185 -4%
MC
580
Machina Capital
France
$250K -$189K -3,193 -45%
EH
581
Equitable Holdings
New York
$250K -$82.2K -1,388 -26%
MPW
582
Monterey Private Wealth
California
$249K – – –
GM
583
GeoWealth Management
Illinois
$249K +$11.2K +189 +5%
KCM
584
Kathmere Capital Management
Pennsylvania
$249K +$4.97K +84 +2%
PA
585
Procyon Advisors
Connecticut
$247K – – –
OIA
586
Optimum Investment Advisors
Illinois
$247K – – –
VCM
587
Virtue Capital Management
Tennessee
$247K +$231K +3,906 New
UCFA
588
United Capital Financial Advisors
Texas
$245K -$35.6K -602 -13%
IWP
589
Insight Wealth Partners
Texas
$243K – – –
IAS
590
Insigneo Advisory Services
Florida
$243K +$228K +3,853 New
WMS
591
Wealth Management Strategies
Pennsylvania
$241K -$28.9K -489 -11%
HNWAG
592
High Net Worth Advisory Group
Florida
$238K +$223K +3,770 New
M1FG
593
Mach-1 Financial Group
Arkansas
$238K +$223K +3,765 New
Rafferty Asset Management
594
Rafferty Asset Management
New York
$237K -$73.8K -1,247 -25%
CCFM
595
Clear Creek Financial Management
Washington
$236K -$290K -4,900 -57%
TPA
596
Trivium Point Advisory
Connecticut
$236K -$56.8K -960 -20%
VF
597
Virtu Financial
New York
$236K -$393K -6,635 -64%
TF
598
Tompkins Financial
New York
$235K – – –
KFS
599
Keynote Financial Services
Connecticut
$234K -$1.89K -32 -0.9%
BGA
600
Battery Global Advisors
Massachusetts
$234K – – –