We are live on ! Find out more
WPC icon

W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
551
Tortoise Investment Management
New York
$43K – – –
FCA
552
FinTrust Capital Advisors
South Carolina
$42K +$426 +5 +1%
TF
553
Tompkins Financial
New York
$36K – – –
DWA
554
Dougherty Wealth Advisers
Minnesota
$36K +$34.8K +408 New
MAM
555
Meeder Asset Management
Ohio
$34K +$4.6K +54 +16%
VNA
556
Valley National Advisers
Pennsylvania
$34K +$33.3K +391 New
SIS
557
Sound Income Strategies
Florida
$33K -$52.9K -621 -62%
CAC
558
Certified Advisory Corp
Florida
$33K +$170 +2 +0.5%
CAGAS
559
Capital Advisory Group Advisory Services
Minnesota
$31K – – –
EIP
560
Ellis Investment Partners
Pennsylvania
$28K +$341 +4 +1%
APC
561
Aspire Private Capital
North Carolina
$27K -$26.1K -306 Closed
QCIG
562
Quad-Cities Investment Group
Iowa
$27K – – –
RIA
563
RPG Investment Advisory
California
$27K – – –
LWA
564
Lenox Wealth Advisors
New York
$26K +$24.9K +292 New
CIA
565
CSat Investment Advisory
Michigan
$25K +$2.13K +25 +9%
SFSIG
566
San Francisco Sentry Investment Group
California
$24K – – –
IBOK
567
Independence Bank of Kentucky
Kentucky
$23K +$21.9K +257 New
TC
568
Truvestments Capital
Florida
$22K – – –
VCM
569
Versant Capital Management
Arizona
$22K – – –
LC
570
Lindbrook Capital
California
$22K +$7.16K +84 +52%
MAM
571
Marquette Asset Management
Minnesota
$20K – – –
BCA
572
Berman Capital Advisors
Georgia
$18K -$8.95K -105 -34%
JPLA
573
Joseph P. Lucia & Associates
New York
$18K +$8.69K +102 +100%
BWM
574
BerganKDV Wealth Management
Minnesota
$18K +$17.6K +207 New
FGAM
575
Financial Gravity Asset Management
Texas
$15K -$11.1K -130 -44%
21 22
23
24 25