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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
676
Householder Group Estate & Retirement Specialist
Arizona
$86K +$104K +1,271 New
TSWM
677
Tyler-Stone Wealth Management
Ohio
$84K
CT
678
Caldwell Trust
Florida
$83.6K +$4.01K +49 +4%
TWA
679
TCI Wealth Advisors
Arizona
$80K +$23.8K +291 +33%
BONH
680
Bank of New Hampshire
New Hampshire
$80K +$25K +306 +35%
NICM
681
Neo Ivy Capital Management
New York
$80K +$95.6K +1,168 New
RA
682
Rise Advisors
New York
$78K
JWM
683
Janiczek Wealth Management
Colorado
$78K +$50K +611 +118%
WT
684
Whittier Trust
California
$77K
MAM
685
Meeder Asset Management
Ohio
$73K +$14.4K +176 +20%
GI
686
Gradient Investments
Minnesota
$72K +$69.7K +852 +418%
BCMLT
687
Beacon Capital Management LLC (Tennessee)
Tennessee
$71K +$18.9K +231 +36%
CTC
688
Central Trust Company
Missouri
$69K +$19.2K +235 +30%
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$68K
AWM
690
Avior Wealth Management
Nebraska
$68K +$15.3K +187 +23%
QT
691
Quantbot Technologies
New York
$66K -$548K -6,696 -87%
NIM
692
NuWave Investment Management
New Jersey
$64K -$137K -1,674 -64%
SCA
693
Stonebridge Capital Advisors
Minnesota
$64K -$15.1K -184 -16%
TFS
694
TrustCore Financial Services
Tennessee
$64K +$76.5K +935 New
BTI
695
Blue Trust Inc
Georgia
$62K +$4.67K +57 +8%
PGAM
696
Princeton Global Asset Management
New Jersey
$61K
EC
697
EdgeRock Capital
Colorado
$59K +$71K +867 New
National Bank of Canada
698
National Bank of Canada
Quebec, Canada
$58K -$1.31K -16 -2%
CWM
699
Castle Wealth Management
Florida
$57K +$66.9K +817 New
HWA
700
Heritage Wealth Advisors
Virginia
$56.1K