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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
676
Kelly Financial Services
Massachusetts
$148K
CI Investments Inc
677
CI Investments Inc
Ontario, Canada
$145K -$111K -1,376 -44%
FF
678
FourThought Financial
Florida
$137K -$30.8K -382 -18%
SIS
679
Sound Income Strategies
Florida
$135K +$21.8K +270 +19%
LCM
680
Logan Capital Management
Pennsylvania
$133K
SWM
681
Spire Wealth Management
Virginia
$129K -$124K -1,539 -49%
CCM
682
Chilton Capital Management
Texas
$127K +$126K +1,556 New
HNB
683
Huntington National Bank
Ohio
$126K -$8.23K -102 -6%
PA
684
PSI Advisors
Florida
$125K
QCG
685
Quadrant Capital Group
Ohio
$124K +$31K +384 +34%
FMP
686
Financial Management Professionals
Texas
$123K
TWM
687
Tradition Wealth Management
Minnesota
$123K
NSIM
688
North Star Investment Management
Illinois
$120K +$16.5K +204 +16%
PFS
689
Prospera Financial Services
Texas
$109K -$46.6K -578 -30%
IFAM
690
Institutional & Family Asset Management
Colorado
$109K
COCM
691
Charter Oak Capital Management
New Hampshire
$103K
KFI
692
Key Financial Inc
Pennsylvania
$102K
TSWM
693
Tyler-Stone Wealth Management
Ohio
$99K
AWM
694
Accel Wealth Management
Iowa
$98K
BBHC
695
Brown Brothers Harriman & Co
New York
$98K +$15.4K +191 +19%
T
696
TOBAM
France
$97K +$68.2K +845 +245%
EI
697
Ellevest Inc
New York
$96K -$2.1K -26 -2%
CT
698
Caldwell Trust
Florida
$95.3K
RA
699
Rise Advisors
New York
$93K
CA
700
CoreCap Advisors
Michigan
$92K +$91.2K +1,130 New