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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CW
376
CIC Wealth
Maryland
$592K +$28.2K +475 +5%
Walleye Trading
377
Walleye Trading
New York
$591K +$234K +3,944 +71%
IWM
378
IHT Wealth Management
Illinois
$586K +$102K +1,723 +22%
LWCFA
379
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$586K
CB
380
Commerce Bank
Missouri
$583K -$15.9K -268 -3%
OPA
381
Old Port Advisors
Maine
$582K +$26.1K +441 +5%
LCWP
382
Legacy Capital Wealth Partners
Arkansas
$567K +$92.5K +1,560 +21%
CS
383
Candriam SCA
Luxembourg
$566K +$99.5K +1,678 +23%
MG
384
Marex Group
$565K -$474K -8,000 -47%
IIM
385
INTECH Investment Management
Florida
$561K
IFG
386
Independent Financial Group
California
$561K -$177K -2,993 -25%
IAA
387
Independent Advisor Alliance
North Carolina
$558K -$63.8K -1,077 -11%
CCFM
388
Clear Creek Financial Management
Washington
$555K
PCA
389
Peddock Capital Advisors
Massachusetts
$547K +$356 +6 +0.1%
WIM
390
WealthPlan Investment Management
Nebraska
$545K -$530K -8,947 -51%
AWM
391
Adams Wealth Management
Utah
$545K -$33.6K -566 -6%
CI
392
CacheTech Inc
Utah
$545K -$33.6K -566 -6%
MCM
393
MAI Capital Management
Ohio
$544K -$5.28K -89 -1%
SCM
394
Shelton Capital Management
Colorado
$539K -$15.3K -258 -3%
BIAS
395
Beacon Investment Advisory Services
New Jersey
$538K -$89.9K -1,517 -15%
CM
396
Crestline Management
Texas
$537K +$511K +8,619 New
EWA
397
EP Wealth Advisors
California
$533K +$197K +3,329 +64%
MCCP
398
Mission Creek Capital Partners
California
$531K -$53.2K -897 -10%
CL
399
Choreo LLC
Illinois
$530K +$55.1K +929 +12%
ECM
400
Evergreen Capital Management
Washington
$526K -$45.1K -761 -8%