We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$593K +$31.6K +399 +6%
FMBTD
302
First Midwest Bank Trust Division
Illinois
$591K -$12.1K -153 -2%
SXL
303
Summit X LLC
Missouri
$590K -$6.1K -77 -1%
BRWA
304
B. Riley Wealth Advisors
Florida
$581K -$12K -152 -2%
AG
305
AlphaSimPlex Group
Massachusetts
$581K +$51.5K +650 +10%
SBIA
306
Sheaff Brock Investment Advisors
Indiana
$574K -$17.9K -226 -3%
WEC
307
Winslow Evans & Crocker
Massachusetts
$574K +$24.4K +308 +4%
WAM
308
World Asset Management
Michigan
$570K +$25.1K +317 +5%
SB
309
Suntrust Banks
Georgia
$569K -$1.1M -13,922 -66%
LFAS
310
Level Four Advisory Services
Texas
$561K +$48.6K +613 +10%
JMPWA
311
JP Morgan Private Wealth Advisors
California
$550K -$310K -3,916 -36%
CIAS
312
Capital Investment Advisory Services
North Carolina
$549K +$130K +1,635 +33%
LWAC
313
Laurel Wealth Advisors (California)
California
$544K -$48.1K -607 -8%
TC
314
TownSquare Capital
Utah
$541K -$67.6K -853 -11%
ZAM
315
Zevin Asset Management
Massachusetts
$537K
PTC
316
Philadelphia Trust Company
Pennsylvania
$528K
BAM
317
Belpointe Asset Management
Nevada
$519K -$32.7K -413 -6%
BFO
318
Boston Family Office
Massachusetts
$518K -$4.04K -51 -0.8%
AAS
319
Avantax Advisory Services
Texas
$515K +$69.5K +877 +16%
Nordea Investment Management
320
Nordea Investment Management
Sweden
$508K -$169K -2,138 -25%
MSS
321
Mitchell Sinkler & Starr
Pennsylvania
$507K +$6.02K +76 +1%
MCP
322
Mirador Capital Partners
California
$504K -$3.56K -45 -0.7%
LA
323
LexAurum Advisors
Kansas
$503K -$46.7K -589 -9%
DCM
324
Dupont Capital Management
Delaware
$499K
AAP
325
Arax Advisory Partners
Colorado
$499K +$497K +6,277 New