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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
FC
201
Forte Capital
New York
$376K +$395K +6,028 New
MSFP
202
Mark Sheptoff Financial Planning
Connecticut
$368K
CCM
203
Covington Capital Management
California
$367K
BJ
204
BlackRock Japan
Japan
$362K +$114K +1,737 +43%
SG Americas Securities
205
SG Americas Securities
New York
$357K -$510K -7,795 -58%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$351K +$27.5K +420 +8%
RIA
207
Regal Investment Advisors
Michigan
$342K +$239K +3,646 +200%
WCM
208
Westend Capital Management
California
$337K
NFG
209
Noven Financial Group
Colorado
$320K
FC
210
FCA Corp
Texas
$319K
SCCM
211
Schafer Cullen Capital Management
New York
$318K -$2.36K -36 -0.7%
SI
212
Stephens Inc
Arkansas
$316K +$80.5K +1,230 +32%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$307K
AAM
214
Aberdeen Asset Management
United Kingdom
$307K +$322K +4,921 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$299K
FFSOTS
216
Fiduciary Financial Services of The Southwest
Texas
$298K
Manulife (Manufacturers Life Insurance)
217
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$298K +$25.2K +385 +9%
CA
218
Cetera Advisors
Colorado
$289K -$713K -10,887 -70%
DAC
219
Dividend Assets Capital
South Carolina
$287K
SMDAM
220
Sumitomo Mitsui DS Asset Management
Japan
$275K -$100K -1,531 -26%
HPC
221
HM Payson & Co
Maine
$269K -$31.1K -475 -10%
GAM
222
Garrison Asset Management
Arkansas
$265K
UR
223
USCA RIA
Texas
$262K +$17.5K +268 +7%
PL
224
Plancorp LLC
Missouri
$262K +$24.5K +374 +10%
NG
225
NatWest Group
United Kingdom
$261K +$274K +4,183 New