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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
651
Wilmington Savings Fund Society
Delaware
$224K – – –
AIA
652
Allied Investment Advisors
Montana
$223K – – –
CW
653
CreativeOne Wealth
Kansas
$223K +$230K +3,281 New
PFGIA
654
Patriot Financial Group Insurance Agency
Massachusetts
$220K +$228K +3,244 New
CI
655
CX Institutional
Indiana
$220K -$27.1K -387 -11%
SIC
656
Salem Investment Counselors
North Carolina
$219K – – –
MAS
657
Meeder Advisory Services
Ohio
$218K -$56.1K -800 -20%
KDA
658
Kraft Davis & Associates
Missouri
$217K +$209K +2,977 New
GIA
659
Gateway Investment Advisers
Ohio
$216K -$982 -14 -0.4%
PS
660
Principal Securities
Iowa
$216K +$223K +3,175 New
GHA
661
GW Henssler & Associates
Georgia
$215K – – –
HA
662
Helium Advisors
Washington
$215K +$222K +3,166 New
MA
663
MONECO Advisors
Connecticut
$214K +$220K +3,143 New
EPW
664
Evolve Private Wealth
California
$211K -$22.9K -326 -9%
TFA
665
Transamerica Financial Advisors
Florida
$211K +$106K +1,515 +98%
Rafferty Asset Management
666
Rafferty Asset Management
New York
$210K -$41.8K -596 -16%
Empower Advisory Group
667
Empower Advisory Group
Colorado
$208K +$215K +3,066 New
CCA
668
Childress Capital Advisors
Texas
$207K +$214K +3,052 New
AWA
669
Adapt Wealth Advisors
Georgia
$207K +$213K +3,043 New
DT
670
DV Trading
Illinois
$204K +$161K +2,300 +329%
IDA
671
Intelligence Driven Advisers
California
$204K +$210K +3,000 New
SFG
672
Sovereign Financial Group
Connecticut
$203K -$15.6K -223 -7%
SIS
673
Sound Income Strategies
Florida
$201K -$15.3K -218 -7%
SRPTWM
674
Split Rock Private Trading & Wealth Management
Minnesota
$201K +$207K +2,955 New
VA
675
Valmark Advisers
Ohio
$200K +$207K +2,949 New