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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
176
TriaGen Wealth Management
California
$3.64M +$3.62M +44,897 New
AWS
177
Atria Wealth Solutions
New York
$3.63M +$483K +5,989 +16%
RWM
178
Rench Wealth Management
Texas
$3.59M +$79.4K +984 +2%
HAG
179
HighPoint Advisor Group
Illinois
$3.57M +$3.61M +44,704 New
CIC
180
Carnegie Investment Counsel
Ohio
$3.51M +$27.2K +337 +0.8%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$3.5M +$112K +1,393 +3%
AAS
182
Avantax Advisory Services
Texas
$3.5M +$232K +2,880 +7%
CIC
183
Chase Investment Counsel
Virginia
$3.48M +$3.25M +40,255 +1,529%
BI
184
Bramshill Investments
Florida
$3.46M +$3.44M +42,643 New
BG
185
Bahl & Gaynor
Ohio
$3.42M -$16.5K -204 -0.5%
RFWA
186
RPg Family Wealth Advisory
Massachusetts
$3.4M -$49.2K -610 -1%
CS
187
Capital Square
Tennessee
$3.4M -$48.2K -597 -1%
S
188
Seeyond
France
$3.28M +$293K +3,637 +10%
NAM
189
Nissay Asset Management
Japan
$3.19M +$59.9K +742 +2%
AWM
190
AE Wealth Management
Kansas
$3.11M +$608K +7,541 +25%
EPFB
191
Employees Provident Fund Board
Malaysia
$3.08M +$292K +3,624 +11%
PDN
192
Pensionfund DSM Netherlands
Netherlands
$3.05M -$824K -10,210 -21%
XF
193
XML Financial
Maryland
$3.02M +$44.3K +549 +1%
CC
194
Cipher Capital
New York
$3.02M +$3M +37,145 New
GWM
195
Geneos Wealth Management
Colorado
$3.01M +$224K +2,774 +8%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$2.97M +$160K +1,989 +6%
SMDAM
197
Sumitomo Mitsui DS Asset Management
Japan
$2.92M +$223K +2,763 +8%
PS
198
Pensionfund Sabic
Netherlands
$2.92M -$659K -8,168 -19%
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.92M +$117K +1,444 +4%
BRWA
200
B. Riley Wealth Advisors
Florida
$2.86M +$48.1K +596 +2%