We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
426
Capital Investment Advisory Services
North Carolina
$415K -$86.5K -1,351 -15%
KFS
427
Kaizen Financial Strategies
California
$414K +$65.3K +1,019 +15%
NS
428
NBC Securities
Alabama
$410K +$497K +7,759 New
LA
429
LBP AM
France
$409K +$495K +7,724 New
BFG
430
Berger Financial Group
Minnesota
$407K -$8.2K -128 -2%
GWMIA
431
Global Wealth Management Investment Advisory
Florida
$406K +$63.4K +989 +15%
SC
432
Sawyer & Company
Massachusetts
$404K -$39.9K -623 -8%
CWM
433
CarsonAllaria Wealth Management
Illinois
$403K +$769 +12 +0.2%
OIA
434
OneDigital Investment Advisors
Kansas
$403K -$13.2K -206 -3%
Empower Advisory Group
435
Empower Advisory Group
Colorado
$400K -$60.7K -947 -11%
EF
436
Empowered Funds
Pennsylvania
$395K -$170K -2,648 -26%
PTC
437
Philadelphia Trust Company
Pennsylvania
$394K +$19K +296 +4%
APG Asset Management
438
APG Asset Management
Netherlands
$392K +$45.7K +714 +11%
CAG
439
Crestwood Advisors Group
Massachusetts
$387K +$10.1K +157 +2%
DCM
440
Dudley Capital Management
Virginia
$385K -$16.3K -255 -3%
SG
441
StoneX Group
New York
$385K +$463K +7,224 New
3F
442
360 Financial
Minnesota
$382K -$48.9K -763 -9%
PA
443
Procyon Advisors
Connecticut
$369K +$4.04K +63 +0.9%
SG Americas Securities
444
SG Americas Securities
New York
$367K -$2.71M -42,309 -86%
DWP
445
Daymark Wealth Partners
Ohio
$367K
WWM
446
Western Wealth Management
Colorado
$365K -$8.52K -133 -2%
GIA
447
Guyasuta Investment Advisors
Pennsylvania
$364K -$92.2K -1,440 -17%
GT
448
Glenmede Trust
Pennsylvania
$362K -$28.1K -439 -6%
KOMWMG
449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$357K +$6.34K +99 +1%
Fisher Asset Management
450
Fisher Asset Management
Washington
$357K -$72.1K -1,125 -14%