We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
401
International Assets Investment Management
Florida
$305K
PWA
402
Physician Wealth Advisors
Utah
$302K
MYAM
403
Meiji Yasuda Asset Management
Japan
$299K -$96.4K -1,430 -23%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$299K -$26.1K -388 -8%
CWM
405
Campbell Wealth Management
Virginia
$298K -$75.7K -1,123 -19%
LFAS
406
Level Four Advisory Services
Texas
$297K +$34K +505 +12%
BAS
407
Brown Advisory Securities
Maryland
$296K +$17.6K +261 +6%
Allianz Asset Management
408
Allianz Asset Management
Germany
$295K -$288K -4,280 -48%
Wolverine Trading
409
Wolverine Trading
Illinois
$291K -$1.05M -15,639 -77%
FC
410
FCA Corp
Texas
$291K
MSFP
411
Mark Sheptoff Financial Planning
Connecticut
$284K -$11.3K -168 -4%
MCM
412
Maple Capital Management
Vermont
$280K -$51.6K -766 -16%
Mercer Global Advisors
413
Mercer Global Advisors
Colorado
$280K +$14.1K +209 +5%
E
414
Ergoteles
New York
$280K +$296K +4,390 New
PCM
415
Parsons Capital Management
Rhode Island
$277K
GAM
416
Garrison Asset Management
Arkansas
$275K
Lazard Asset Management
417
Lazard Asset Management
New York
$274K +$43.4K +644 +18%
BPA
418
Beacon Pointe Advisors
California
$274K +$73.2K +1,086 +34%
JIC
419
Joel Isaacson & Co
New York
$271K
PCA
420
Personal Capital Advisors
California
$269K -$49.1K -729 -15%
TC
421
TwinBeech Capital
New York
$269K +$284K +4,216 New
BCV
422
Banque Cantonale Vaudoise
Switzerland
$268K -$365K -5,411 -56%
SS
423
Simplicity Solutions
Minnesota
$268K -$77.2K -1,145 -21%
KWM
424
Kingsview Wealth Management
Oregon
$265K -$28.8K -428 -9%
SF
425
Symphony Financial
Texas
$264K +$10.5K +156 +4%