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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
626
DC Investments Management
Virginia
-$320K -4,025 Closed
SW
627
SVB Wealth
Massachusetts
-$316K -3,978 Closed
JA
628
JOYN Advisors
Georgia
-$317K -3,884 Closed
FRM
629
Fox Run Management
Connecticut
-$294K -3,692 Closed
CCT
630
Capital City Trust
Florida
-$282K -3,551 Closed
CAM
631
Carret Asset Management
New York
-$278K -3,498 Closed
IFWM
632
Institute for Wealth Management
Colorado
-$268K -3,375 Closed
5L
633
55I LLC
Massachusetts
-$268K -3,368 Closed
CIA
634
Capital Investment Advisors
Georgia
-$232K -2,915 Closed
HS
635
HighVista Strategies
Massachusetts
-$227K -2,859 Closed
CG
636
Cutler Group
California
-$231K -2,708 Closed
KPW
637
Kore Private Wealth
New York
-$212K -2,670 Closed
LCM
638
Leisure Capital Management
California
-$212K -2,668 Closed
QT
639
Quantbot Technologies
New York
-$208K -2,628 Closed
VAG
640
VisionPoint Advisory Group
Texas
-$203K -2,553 Closed
AWA
641
Acorn Wealth Advisors
Michigan
-$214K -2,491 Closed
ESB
642
Essex Savings Bank
Connecticut
-$148K -1,861 Closed
CL
643
CSS LLC
Illinois
-$130K -1,634 Closed
DWM
644
Doyle Wealth Management
Florida
-$118K -1,486 Closed
MWM
645
Meridian Wealth Management
Kentucky
-$56.8K -715 Closed
PCP
646
Proficio Capital Partners
Massachusetts
-$43K -542 Closed
BC
647
Barnett & Company
Tennessee
-$43K -541 Closed
MF
648
Manchester Financial
California
-$32K -408 Closed
CFA
649
Camarda Financial Advisors
Florida
-$25K -309 Closed
RWA
650
Redhawk Wealth Advisors
Minnesota
-$22K -283 Closed