We are live on ! Find out more
WPC icon

W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
451
MAI Capital Management
Ohio
$579K +$180K +2,397 +46%
NW
452
Naviter Wealth
Arkansas
$574K +$124K +1,651 +31%
BG
453
Benedetti & Gucer
Georgia
$571K – – –
EWA
454
EverSource Wealth Advisors
Alabama
$570K +$506K +6,740 +948%
PCA
455
Personal Capital Advisors
California
$569K +$42.9K +571 +8%
TCM
456
Triumph Capital Management
Colorado
$567K +$556K +7,404 New
X
457
Xponance
Pennsylvania
$565K +$269K +3,579 +94%
LWP
458
Lumature Wealth Partners
Georgia
$563K – – –
CSS
459
Cubist Systematic Strategies
Connecticut
$558K -$7.14M -95,094 -93%
VCM
460
Virtue Capital Management
Tennessee
$556K +$546K +7,267 New
SF
461
Symphony Financial
Texas
$556K +$1.43K +19 +0.3%
MS
462
Madden Securities
Texas
$555K – – –
PTC
463
Philadelphia Trust Company
Pennsylvania
$547K – – –
MCP
464
Mirador Capital Partners
California
$540K +$3.83K +51 +0.7%
OIA
465
OneDigital Investment Advisors
Kansas
$539K -$98.8K -1,316 -16%
CCM
466
Cullen Capital Management
New York
$533K – – –
PAMG
467
Patton Albertson Miller Group
Tennessee
$527K -$160K -2,134 -24%
HCM
468
Highlander Capital Management
New Jersey
$526K – – –
SS
469
Simplicity Solutions
Minnesota
$525K +$5.48K +73 +1%
PA
470
Procyon Advisors
Connecticut
$525K +$179K +2,377 +53%
LA
471
LexAurum Advisors
Kansas
$524K +$75 +1 +0%
SFG
472
Sovereign Financial Group
Connecticut
$524K -$7.59K -101 -1%
KFS
473
Kaizen Financial Strategies
California
$524K -$60.9K -811 -11%
IP
474
Ignite Planners
California
$519K +$97.6K +1,300 +27%
GT
475
Glenmede Trust
Pennsylvania
$518K -$661K -8,795 -57%
17 18
19
20 21