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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WMS
601
Wealth Management Strategies
Pennsylvania
$261K +$3.58K +51 +1%
MG
602
Mather Group
Illinois
$261K +$269K +3,836 New
JSW
603
Journey Strategic Wealth
New Jersey
$261K +$269K +3,833 New
SAG
604
SageView Advisory Group
California
$259K +$140 +2 +0.1%
IAS
605
Insigneo Advisory Services
Florida
$259K +$1.89K +27 +0.7%
Lazard Asset Management
606
Lazard Asset Management
New York
$257K
WS
607
Wedbush Securities
California
$257K +$265K +3,785 New
HNWAG
608
High Net Worth Advisory Group
Florida
$256K
CCFM
609
Clear Creek Financial Management
Washington
$256K +$1.05K +15 +0.4%
SC
610
Syon Capital
California
$254K +$34.7K +494 +15%
PIA
611
Perennial Investment Advisors
California
$252K -$113K -1,613 -30%
KFS
612
Keynote Financial Services
Connecticut
$252K
MWM
613
Meridian Wealth Management
Kentucky
$252K -$16.3K -232 -6%
BGA
614
Battery Global Advisors
Massachusetts
$252K
PWA
615
Physician Wealth Advisors
Utah
$251K
CPA
616
Capital Planning Advisors
California
$250K -$210 -3 -0.1%
HAS
617
HBW Advisory Services
California
$248K +$256K +3,647 New
KMWM
618
Keudell/Morrison Wealth Management
Oregon
$247K -$35.8K -511 -12%
NAMNJ
619
NorthStar Asset Management (New Jersey)
New Jersey
$247K +$14.6K +208 +6%
UB
620
UMB Bank
Missouri
$247K +$7.93K +113 +3%
Fiera Capital (Canada)
621
Fiera Capital (Canada)
Quebec, Canada
$246K
LA
622
LexAurum Advisors
Kansas
$245K +$252K +3,598 New
TG
623
TCW Group
California
$244K +$12.2K +174 +5%
PTC
624
Private Trust Company
Ohio
$242K
CTC
625
Central Trust Company
Missouri
$242K +$171K +2,441 +218%