We are live on ! Find out more
WPC icon

W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
VLKIM
476
Van Lanschot Kempen Investment Management
Netherlands
$47K -$2.18M -33,438 -98%
1NWS
477
1 North Wealth Services
Maryland
$47K +$47.8K +735 New
PMFA
478
Plante Moran Financial Advisors
Michigan
$46K – – –
SIM
479
Sonora Investment Management
Arizona
$46K – – –
BWM
480
Baystate Wealth Management
Massachusetts
$45K +$42.6K +654 New
CFD
481
Creative Financial Designs
Indiana
$41K -$51.7K -794 -55%
LWANC
482
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K +$39.6K +609 New
CHP
483
Cable Hill Partners
Oregon
$38K +$38.1K +586 New
QCG
484
Quadrant Capital Group
Ohio
$37K +$18.4K +283 +80%
GWS
485
Glassman Wealth Services
Virginia
$36K – – –
EWM
486
Executive Wealth Management
Michigan
$35K +$35.8K +550 New
OC
487
Oakworth Capital
Alabama
$33K – – –
TWA
488
TCI Wealth Advisors
Arizona
$33K +$390 +6 +1%
PCP
489
Proficio Capital Partners
Massachusetts
$32K +$9.31K +143 +41%
HI
490
Human Investing
Oregon
$31K +$31.9K +490 New
DWA
491
Dougherty Wealth Advisers
Minnesota
$30K +$26.6K +408 New
FCA
492
FinTrust Capital Advisors
South Carolina
$30K +$30.1K +463 New
AS
493
Altshuler Shaham
Israel
$26K -$28.2K -433 -52%
TF
494
Tompkins Financial
New York
$26K – – –
KCM
495
Karp Capital Management
California
$26K +$26.6K +408 New
VNA
496
Valley National Advisers
Pennsylvania
$25K – – –
CBT
497
Capital Bank & Trust
California
$25K +$25.5K +392 New
EWA
498
ERTS Wealth Advisors
Michigan
$24K +$24.6K +378 New
CAGAS
499
Capital Advisory Group Advisory Services
Minnesota
$23K +$23K +354 New
VFA
500
Valeo Financial Advisors
Indiana
$22K +$16.1K +248 +243%
18 19
20
21 22