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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
601
Clear Creek Financial Management
Washington
$241K
CFO
602
Callan Family Office
Pennsylvania
$241K +$38.4K +576 +18%
M1FG
603
Mach-1 Financial Group
Arkansas
$239K +$248K +3,717 New
KFS
604
Keynote Financial Services
Connecticut
$239K
BGA
605
Battery Global Advisors
Massachusetts
$239K
CAGAS
606
Capital Advisory Group Advisory Services
Minnesota
$239K -$13.3K -200 -5%
PWA
607
Physician Wealth Advisors
Utah
$238K -$266 -4 -0.1%
CPA
608
Capital Planning Advisors
California
$237K +$2.46K +37 +1%
Rafferty Asset Management
609
Rafferty Asset Management
New York
$237K -$6.73K -101 -3%
HIP
610
HUB Investment Partners
Texas
$234K -$45.3K -680 -16%
GFM
611
GF Fund Management
China
$233K -$2.93K -44 -1%
Fiera Capital (Canada)
612
Fiera Capital (Canada)
Quebec, Canada
$233K
CAM
613
Columbia Asset Management
Michigan
$233K -$6.66K -100 -3%
CI
614
CX Institutional
Indiana
$233K -$273K -4,093 -53%
SC
615
Sawyer & Company
Massachusetts
$231K -$152K -2,290 -39%
DBRC
616
D.B. Root & Company
Pennsylvania
$231K -$33.3K -500 -12%
PTC
617
Private Trust Company
Ohio
$229K -$22.6K -339 -9%
MSFS
618
Main Street Financial Solutions
Pennsylvania
$229K -$34.6K -520 -13%
VAM
619
Verity Asset Management
North Carolina
$227K +$235K +3,526 New
TAM
620
Titleist Asset Management
Texas
$227K +$235K +3,523 New
SRC
621
Sage Rhino Capital
California
$226K +$4.86K +73 +2%
UB
622
UMB Bank
Missouri
$226K +$17.8K +267 +8%
PFS
623
Prospera Financial Services
Texas
$226K -$19.9K -299 -8%
GS
624
GTS Securities
Florida
$226K +$234K +3,509 New
KWMG
625
King Wealth Management Group
Florida
$225K