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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
701
Certified Advisory Corp
Florida
$129K +$135K +1,697 New
PA
702
PSI Advisors
Florida
$126K +$25.7K +322 +24%
Allspring Global Investments
703
Allspring Global Investments
North Carolina
$124K -$318K -3,988 -71%
SC
704
SouthState Corp
Florida
$121K -$29.6K -371 -19%
CTC
705
Central Trust Company
Missouri
$120K -$4.06K -51 -3%
AWM
706
Avior Wealth Management
Nebraska
$117K +$31.9K +400 +35%
FMP
707
Financial Management Professionals
Texas
$115K
HDIM
708
Hanson & Doremus Investment Management
Vermont
$113K -$17.2K -216 -13%
TWA
709
TCI Wealth Advisors
Arizona
$110K +$29.2K +366 +34%
AA
710
Addison Advisors
Vermont
$109K
IFAM
711
Institutional & Family Asset Management
Colorado
$102K
RA
712
Rise Advisors
New York
$101K +$239 +3 +0.2%
LCM
713
Logan Capital Management
Pennsylvania
$101K
RWPA
714
Richard W. Paul & Associates
Michigan
$97.7K
MSFP
715
Mark Sheptoff Financial Planning
Connecticut
$95.9K
HGERS
716
Householder Group Estate & Retirement Specialist
Arizona
$93K
CT
717
Caldwell Trust
Florida
$89.1K
BONH
718
Bank of New Hampshire
New Hampshire
$88.7K
MA
719
MCF Advisors
Kentucky
$88.4K -$24.1K -303 -21%
BBHC
720
Brown Brothers Harriman & Co
New York
$87.2K
WT
721
Whittier Trust
California
$85.2K
KTC
722
Kistler-Tiffany Companies
Pennsylvania
$75.4K
EWA
723
EverSource Wealth Advisors
Alabama
$75.3K -$515K -6,459 -87%
KFI
724
Key Financial Inc
Pennsylvania
$74.5K -$21.6K -271 -22%
CCM
725
Chilton Capital Management
Texas
$72.7K +$76.4K +959 New