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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
651
Allied Investment Advisors
Montana
$223K
CW
652
CreativeOne Wealth
Kansas
$223K +$230K +3,281 New
PFGIA
653
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$228K +3,244 New
CI
654
CX Institutional
Indiana
$220K -$27.1K -387 -11%
SIC
655
Salem Investment Counselors
North Carolina
$219K
MAS
656
Meeder Advisory Services
Ohio
$218K -$56.1K -800 -20%
KDA
657
Kraft Davis & Associates
Missouri
$217K +$209K +2,977 New
GIA
658
Gateway Investment Advisers
Ohio
$216K -$982 -14 -0.4%
PS
659
Principal Securities
Iowa
$216K +$223K +3,175 New
GHA
660
GW Henssler & Associates
Georgia
$215K
HA
661
Helium Advisors
Washington
$215K +$222K +3,166 New
MA
662
MONECO Advisors
Connecticut
$214K +$220K +3,143 New
EPW
663
Evolve Private Wealth
California
$211K -$22.9K -326 -9%
TFA
664
Transamerica Financial Advisors
Florida
$211K +$106K +1,515 +98%
Rafferty Asset Management
665
Rafferty Asset Management
New York
$210K -$41.8K -596 -16%
Empower Advisory Group
666
Empower Advisory Group
Colorado
$208K +$215K +3,066 New
CCA
667
Childress Capital Advisors
Texas
$207K +$214K +3,052 New
AWA
668
Adapt Wealth Advisors
Georgia
$207K +$213K +3,043 New
DT
669
DV Trading
Illinois
$204K +$161K +2,300 +329%
IDA
670
Intelligence Driven Advisers
California
$204K +$210K +3,000 New
SFG
671
Sovereign Financial Group
Connecticut
$203K -$15.6K -223 -7%
SIS
672
Sound Income Strategies
Florida
$201K -$15.3K -218 -7%
SRPTWM
673
Split Rock Private Trading & Wealth Management
Minnesota
$201K +$207K +2,955 New
VA
674
Valmark Advisers
Ohio
$200K +$207K +2,949 New
HPC
675
HM Payson & Co
Maine
$196K