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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
ACG
501
Allen Capital Group
Nebraska
$358K -$4.26K -72 -1%
MCCP
502
Mission Creek Capital Partners
California
$357K -$122K -2,059 -27%
IAIM
503
International Assets Investment Management
Florida
$357K -$55.7K -941 -14%
BMSSC
504
B. Metzler seel. Sohn & Co
Germany
$356K -$274K -4,634 -45%
QWM
505
Quadcap Wealth Management
Texas
$355K +$28.9K +488 +9%
KA
506
Kovack Advisors
Florida
$353K +$44.3K +749 +15%
GT
507
Glenmede Trust
Pennsylvania
$352K -$533 -9 -0.2%
AW
508
Avion Wealth
Texas
$349K
AFCM
509
Applied Finance Capital Management
Puerto Rico
$346K +$13.1K +221 +4%
CAI
510
Capital Advisors Inc
Oklahoma
$345K +$324K +5,473 New
BW
511
Basepoint Wealth
Iowa
$345K +$5.21K +88 +2%
DDC
512
DF Dent & Co
Maryland
$345K
WWM
513
Western Wealth Management
Colorado
$345K -$24.7K -418 -7%
FFA
514
Farther Finance Advisors
California
$344K +$169K +2,859 +110%
IA
515
Inspire Advisors
Idaho
$343K -$15.9K -269 -5%
PIA
516
Perennial Investment Advisors
California
$342K -$13.2K -223 -4%
STA
517
Summit Trail Advisors
New York
$338K +$97.3K +1,644 +45%
HHRDM
518
H&H Retirement Design & Management
Nevada
$337K
PAG
519
Private Advisory Group
Washington
$336K
CFD
520
Creative Financial Designs
Indiana
$334K +$64.9K +1,096 +26%
CAM
521
Carret Asset Management
New York
$333K
JWM
522
Jackson Wealth Management
Florida
$330K
FPW
523
Flagship Private Wealth
Massachusetts
$327K -$11.8K -200 -4%
Jones Financial Companies
524
Jones Financial Companies
Missouri
$321K +$120K +2,025 +65%
RBWA
525
RFG - Bristol Wealth Advisors
Massachusetts
$320K +$474 +8 +0.2%