We are live on ! Find out more
WPC icon

W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
501
Whittier Trust
California
$89K – – –
RCAG
502
Rehmann Capital Advisory Group
Michigan
$84.5K – – –
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$83K – – –
QAM
504
QCI Asset Management
New York
$83K +$871 +11 +1%
BBHC
505
Brown Brothers Harriman & Co
New York
$82K +$951 +12 +1%
SIS
506
Sound Income Strategies
Florida
$79K – – –
IF
507
Ironwood Financial
Arizona
$78K – – –
TSW
508
Thompson Siegel & Walmsley
Virginia
$77K – – –
EWM
509
Elmwood Wealth Management
California
$73K +$72.9K +920 New
BCI
510
Brinker Capital Investments
Pennsylvania
$72K -$6.65K -84 -9%
CFA
511
Carroll Financial Associates
North Carolina
$71K – – –
PGAM
512
Princeton Global Asset Management
New Jersey
$71K +$70.3K +887 New
AIS
513
Accurate Investment Solutions
Pennsylvania
$67K – – –
CWM
514
Cedar Wealth Management
California
$65K – – –
RFA
515
Reilly Financial Advisors
California
$64K -$18.5K -234 -23%
LFG
516
LifePlan Financial Group
Ohio
$64K – – –
BWM
517
Baystate Wealth Management
Massachusetts
$63K – – –
MA
518
MCF Advisors
Kentucky
$63K – – –
HWA
519
Heritage Wealth Advisors
Virginia
$60.9K +$58.2K +735 +2,371%
BHWM
520
Bay Harbor Wealth Management
Maryland
$60K – – –
PMFA
521
Plante Moran Financial Advisors
Michigan
$57K – – –
MWM
522
Meridian Wealth Management
Kentucky
$56.8K +$56.6K +715 New
MCM
523
McMillion Capital Management
North Carolina
$53K +$52.8K +667 New
CAL
524
Capital Analysts LLC
Pennsylvania
$52K +$28.2K +356 +119%
GRP
525
Global Retirement Partners
California
$49K -$16.1K -203 -25%
19 20
21
22 23