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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
601
Certified Advisory Corp
Florida
$242K +$288K +3,515 +15,977%
ESB
602
Essex Savings Bank
Connecticut
$240K +$8.19K +100 +3%
NW
603
NewEdge Wealth
Pennsylvania
$239K +$286K +3,493 New
API
604
Advisor Partners II
California
$239K +$287K +3,502 New
LIM
605
Longfellow Investment Management
Massachusetts
$237K
ECM
606
Evergreen Capital Management
Washington
$237K +$284K +3,466 New
CW
607
CreativeOne Wealth
Kansas
$234K -$97.7K -1,193 -26%
SC
608
Savant Capital
Illinois
$232K +$278K +3,397 New
AGA
609
Arkos Global Advisors
Texas
$229K -$3.68K -45 -1%
HI
610
Harbour Investments
Wisconsin
$228K
CAGAS
611
Capital Advisory Group Advisory Services
Minnesota
$227K -$12.6K -154 -4%
HH
612
Hilltop Holdings
Texas
$225K +$39.7K +485 +17%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$205K +2,501 +317%
PFA
614
Pure Financial Advisors
California
$224K
PIA
615
Pinion Investment Advisors
Kansas
$223K +$267K +3,256 New
WC
616
Woodstock Corp
Massachusetts
$222K
OFS
617
OneAscent Financial Services
Alabama
$222K +$17.6K +215 +7%
BPC
618
Banque Pictet & Cie
Switzerland
$222K +$266K +3,247 New
PIA
619
Perennial Investment Advisors
California
$221K +$264K +3,231 New
APP
620
Avantax Planning Partners
Iowa
$218K +$8.51K +104 +3%
GLA
621
Good Life Advisors
Pennsylvania
$216K -$84.4K -1,031 -25%
CA
622
Crumly & Associates
Illinois
$215K +$257K +3,144 New
KeyBank National Association
623
KeyBank National Association
Ohio
$213K -$3.77K -46 -1%
MKA
624
M. Kulyk & Associates
Georgia
$211K +$253K +3,090 New
PP
625
Paloma Partners
Connecticut
$211K +$253K +3,092 New