We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HH
526
Hilltop Holdings
Texas
$291K +$277K +4,670 New
FTDI
527
First Trust Direct Indexing
Massachusetts
$289K -$6.11K -103 -2%
JIC
528
Joel Isaacson & Co
New York
$285K -$29.6K -500 -10%
RPCONE
529
Retirement Planning Company of New England
Rhode Island
$284K -$72.9K -1,230 -21%
EGM
530
Engineers Gate Manager
New York
$282K -$1.2M -20,293 -82%
RFC
531
Regions Financial Corp
Alabama
$281K +$268K +4,517 New
KWA
532
Kingswood Wealth Advisors
California
$280K -$142K -2,393 -35%
DAC
533
Dividend Assets Capital
South Carolina
$280K
SFG
534
Sovereign Financial Group
Connecticut
$277K +$2.73K +46 +1%
Fisher Asset Management
535
Fisher Asset Management
Washington
$276K -$32.9K -555 -11%
WA
536
Wambolt & Associates
Colorado
$275K -$101K -1,703 -28%
KWM
537
Kingsview Wealth Management
Oregon
$275K +$415 +7 +0.2%
MOS
538
MGO One Seven
Ohio
$274K -$86.1K -1,453 -25%
BFG
539
Berger Financial Group
Minnesota
$273K +$1.19K +20 +0.5%
PA
540
Procyon Advisors
Connecticut
$272K
KAS
541
Kestra Advisory Services
Texas
$267K -$5.67M -95,592 -96%
GAM
542
Garrison Asset Management
Arkansas
$265K +$237 +4 +0.1%
CW
543
CreativeOne Wealth
Kansas
$264K +$31K +523 +14%
CI Investments Inc
544
CI Investments Inc
Ontario, Canada
$263K -$11.7K -198 -4%
APF
545
Alaska Permanent Fund
Alaska
$263K
WSFS
546
Wilmington Savings Fund Society
Delaware
$262K +$250K +4,213 New
PP
547
Paloma Partners
Connecticut
$262K +$249K +4,200 New
ACL
548
Applied Capital LLC
Florida
$261K +$248K +4,191 New
DWP
549
Daymark Wealth Partners
Ohio
$261K +$178 +3 +0.1%
TW
550
TritonPoint Wealth
Maryland
$261K