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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
FDS
201
Freedom Day Solutions
Texas
$619K +$44.5K +723 +8%
BFEC
202
Benjamin F. Edwards & Company
Missouri
$618K -$71.9K -1,168 -10%
BFS
203
Bradley Foster & Sargent
Connecticut
$609K -$3.14K -51 -0.5%
PFPT
204
Pinnacle Financial Partners (Tennessee)
Tennessee
$598K
SXL
205
Summit X LLC
Missouri
$597K +$2.22K +36 +0.4%
ZAM
206
Zevin Asset Management
Massachusetts
$588K -$59.7K -970 -9%
Verition Fund Management
207
Verition Fund Management
Connecticut
$586K +$594K +9,648 New
GAM
208
Griffin Asset Management
New York
$579K +$9.54K +155 +2%
Russell Investments Group
209
Russell Investments Group
United Kingdom
$578K -$252K -4,096 -30%
FWIA
210
Fort Washington Investment Advisors
Ohio
$572K -$170K -2,756 -23%
OPWM
211
Oak Point Wealth Management
Michigan
$569K -$35.9K -584 -6%
DI
212
Diligent Investors
California
$564K +$3.02K +49 +0.5%
SWP
213
Stratos Wealth Partners
Ohio
$560K +$19.8K +322 +4%
NFG
214
Noven Financial Group
Colorado
$554K +$7.75K +126 +1%
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
$546K -$923 -15 -0.2%
IWA
216
Independence Wealth Advisors
Virginia
$545K
SLG
217
Stanley-Laman Group
Pennsylvania
$533K
ACG
218
Allen Capital Group
Nebraska
$522K +$12.6K +204 +2%
LWAC
219
Laurel Wealth Advisors (California)
California
$520K +$12.6K +204 +2%
PTC
220
Private Trust Company
Ohio
$513K -$25.1K -408 -5%
CIC
221
Carnegie Investment Counsel
Ohio
$509K +$615 +10 +0.1%
IAA
222
Independent Advisor Alliance
North Carolina
$508K +$102K +1,659 +24%
CAM
223
Columbia Asset Management
Michigan
$492K
RB
224
Rodgers Brothers
Pennsylvania
$490K +$148K +2,399 +42%
VFA
225
Voya Financial Advisors
Connecticut
$461K -$185 -3 -0%