We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
376
Tortoise Investment Management
New York
$48K – – –
PMFA
377
Plante Moran Financial Advisors
Michigan
$47K – – –
CWM
378
Cedar Wealth Management
California
$46K – – –
WA
379
WealthTrust-Arizona
Arizona
$45K – – –
SIM
380
Sonora Investment Management
Arizona
$40K – – –
MWM
381
Mascoma Wealth Management
New Hampshire
$36K – – –
MA
382
MUFG Americas
New York
$33K – – –
OC
383
Oakworth Capital
Alabama
$33K – – –
PSC
384
Prentiss Smith & Co
Vermont
$33K – – –
TWA
385
TCI Wealth Advisors
Arizona
$33K – – –
Loomis, Sayles & Company
386
Loomis, Sayles & Company
Massachusetts
$32K – – –
PCG
387
Private Capital Group
Connecticut
$32K – – –
EWM
388
Elmwood Wealth Management
California
$31.6K +$15.9K +251 +100%
RIA
389
RPG Investment Advisory
California
$30K – – –
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$127 +2 +0.5%
WT
391
Washington Trust
Rhode Island
$28K +$27.5K +434 New
TF
392
Tompkins Financial
New York
$27K – – –
AIL
393
AGF Investments LLC
Ontario, Canada
$23K +$22.5K +355 New
GI
394
Gradient Investments
Minnesota
$22K – – –
SWP
395
Strategic Wealth Partners
Ohio
$22K – – –
SFG
396
SevenBridge Financial Group
Pennsylvania
$21K -$7.35K -116 -27%
FMB
397
Field & Main Bank
Kentucky
$21K – – –
OIA
398
OneDigital Investment Advisors
Kansas
$21K – – –
FMP
399
Financial Management Professionals
Texas
$20K -$19K -300 Closed
KTC
400
Kistler-Tiffany Companies
Pennsylvania
$20K – – –