We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Carret Asset Management
New York
$217K +$211K +3,335 New
GCA
327
Gradient Capital Advisors
California
$213K +$207K +3,274 New
Lazard Asset Management
328
Lazard Asset Management
New York
$212K
CC
329
Chicago Capital
Illinois
$207K +$202K +3,193 New
SLG
330
Stanley-Laman Group
Pennsylvania
$206K -$356K -5,616 -64%
OCG
331
Opus Capital Group
Ohio
$203K +$198K +3,125 New
WC
332
Whitney & Co
New York
$182K +$178K +2,803 New
SF
333
Synovus Financial
Georgia
$175K
DSN
334
D. Scott Neal
Kentucky
$164K
AWM
335
AllSquare Wealth Management
New York
$159K +$45.3K +714 +41%
RWA
336
Ropes Wealth Advisors
Massachusetts
$154K
AWA
337
Acorn Wealth Advisors
Michigan
$145K -$66.5K -1,049 -32%
BAM
338
Bruderman Asset Management
New York
$132K
AIG
339
American International Group
New York
$131K -$15.3K -242 -11%
SIC
340
Salem Investment Counselors
North Carolina
$128K
WG
341
Welch Group
Alabama
$125K
IFAM
342
Institutional & Family Asset Management
Colorado
$117K -$55.5K -876 -33%
AssetMark Inc
343
AssetMark Inc
California
$117K +$114K +1,805 New
POIA
344
Pin Oak Investment Advisors
Texas
$115K
PI
345
PineBridge Investments
New York
$99K -$45.9K -725 -32%
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$96K +$93.2K +1,470 New
Fuller & Thaler Asset Management
347
Fuller & Thaler Asset Management
California
$93K
WB
348
Webster Bank
Connecticut
$93K
NWM
349
Northwest Wealth Management
Iowa
$86K
WCAMG
350
Woodard & Company Asset Management Group
North Carolina
$85K