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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
FCG
601
Financial Connections Group
California
$237K
AAS
602
Annex Advisory Services
Wisconsin
$237K +$15.1K +197 +7%
MCM
603
MAI Capital Management
Ohio
$235K +$228K +2,971 New
Simplex Trading
604
Simplex Trading
Illinois
$231K -$1.29M -16,820 -85%
LRWA
605
Long Run Wealth Advisors
New York
$231K -$11.3K -147 -5%
IAN
606
Integrated Advisors Network
Texas
$231K +$224K +2,920 New
IRF
607
IBM Retirement Fund
New York
$230K -$12K -157 -5%
CCA
608
Conestoga Capital Advisors
Pennsylvania
$230K
PAS
609
Park Avenue Securities
New York
$230K +$222K +2,900 New
WAM
610
Walker Asset Management
Missouri
$229K +$1.07K +14 +0.5%
VA
611
Valmark Advisers
Ohio
$228K +$11.1K +145 +5%
SCA
612
Snowden Capital Advisors
New York
$228K +$139K +1,811 +169%
HL
613
HeadInvest LLC
Maine
$227K +$4.14K +54 +2%
PA
614
Prism Advisors
California
$226K
CC
615
Centiva Capital
New York
$226K +$219K +2,854 New
EWM
616
EPG Wealth Management
Georgia
$225K +$218K +2,845 New
VHAM
617
Van Hulzen Asset Management
California
$223K
WF
618
Welch & Forbes
Massachusetts
$223K +$216K +2,818 New
BWM
619
BCS Wealth Management
Tennessee
$221K
GB
620
Goepper Burkhardt
South Carolina
$217K +$210K +2,740 New
FPS
621
Fieldpoint Private Securities
Connecticut
$215K
GCM
622
Gator Capital Management
Florida
$215K
AWA
623
Arkadios Wealth Advisors
Georgia
$214K -$125K -1,636 -38%
RA
624
RFG Advisory
Alabama
$212K -$175K -2,287 -46%
TC
625
Touchstone Capital
Pennsylvania
$212K -$11.7K -152 -5%