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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CWG
501
Cornerstone Wealth Group
North Carolina
$380K +$109K +1,328 +31%
WFS
502
Widmann Financial Services
Maryland
$376K +$655 +8 +0.1%
FHA
503
Flagship Harbor Advisors
Massachusetts
$373K -$37.3K -456 -8%
RWM
504
Ritholtz Wealth Management
New York
$373K +$446K +5,452 New
DA
505
Detalus Advisors
Missouri
$370K +$13.7K +167 +3%
BCM
506
Brookstone Capital Management
Illinois
$369K +$114K +1,389 +35%
CAAS
507
Capital Asset Advisory Services
Michigan
$366K -$115K -1,399 -21%
NW
508
Naviter Wealth
Arkansas
$365K +$431K +5,261 New
IF
509
Intrua Financial
Texas
$364K +$109K +1,336 +34%
BW
510
Basepoint Wealth
Iowa
$361K +$149K +1,825 +53%
DDC
511
DF Dent & Co
Maryland
$360K -$327 -4 -0.1%
M1FG
512
Mach-1 Financial Group
Arkansas
$358K -$17.4K -212 -4%
GC
513
Gilbert & Cook
Iowa
$357K +$396K +4,843 New
OC
514
Oppenheimer & Co
New York
$356K -$9K -110 -2%
Lido Advisors
515
Lido Advisors
California
$355K -$26.3K -321 -6%
MCM
516
MV Capital Management
Maryland
$355K
3F
517
360 Financial
Minnesota
$355K +$141K +1,723 +50%
CTA
518
Chesley Taft & Associates
Illinois
$354K
CFO
519
Colony Family Offices
North Carolina
$354K
FPAS
520
Focus Partners Advisor Solutions
Missouri
$354K +$185K +2,260 +77%
AA
521
Argent Advisors
Louisiana
$353K
MCM
522
MAI Capital Management
Ohio
$353K +$422K +5,161 New
RFN
523
Redwood Financial Network
Ohio
$352K +$421K +5,149 New
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$351K -$20.8K -254 -5%
RCM
525
Raleigh Capital Management
North Carolina
$348K +$21.8K +266 +6%