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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BAS
176
Brown Advisory Securities
Maryland
$879K +$14.6K +213 +2%
AIA
177
Allegis Investment Advisors
Idaho
$878K -$1.44M -21,108 -62%
Jacobs Levy Equity Management
178
Jacobs Levy Equity Management
New Jersey
$854K
FWIA
179
Fort Washington Investment Advisors
Ohio
$822K
BFO
180
Boston Family Office
Massachusetts
$796K +$3.49K +51 +0.4%
PCM
181
Parsons Capital Management
Rhode Island
$787K -$69.9K -1,021 -8%
ASN
182
Advisory Services Network
Georgia
$783K +$411 +6 +0.1%
BFEC
183
Benjamin F. Edwards & Company
Missouri
$766K
HK
184
Horizon Kinetics
New York
$755K
HSBC Holdings
185
HSBC Holdings
United Kingdom
$727K +$89.8K +1,313 +14%
LTI
186
Laffer Tengler Investments
Tennessee
$722K -$68.6K -1,002 -9%
ZAM
187
Zevin Asset Management
Massachusetts
$719K -$175K -2,553 -19%
AAM
188
Advisors Asset Management
Colorado
$711K +$29.7K +434 +4%
CEP
189
Chicago Equity Partners
Illinois
$705K +$715K +10,450 New
Mariner
190
Mariner
Kansas
$689K
OPWM
191
Oak Point Wealth Management
Michigan
$681K +$691K +10,095 New
BFS
192
Bradley Foster & Sargent
Connecticut
$680K -$73.4K -1,072 -10%
PFPT
193
Pinnacle Financial Partners (Tennessee)
Tennessee
$665K
SXL
194
Summit X LLC
Missouri
$663K +$22.3K +326 +3%
FDS
195
Freedom Day Solutions
Texas
$639K +$648K +9,475 New
GAM
196
Griffin Asset Management
New York
$633K +$17.4K +255 +3%
DI
197
Diligent Investors
California
$623K +$3.15K +46 +0.5%
NA
198
NewEdge Advisors
Louisiana
$613K +$29.1K +425 +5%
Comerica Bank
199
Comerica Bank
Texas
$611K -$65.6K -959 -9%
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$608K -$9.03K -132 -1%