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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
551
Carroll Financial Associates
North Carolina
$26K
DWA
552
Dougherty Wealth Advisers
Minnesota
$26K
TF
553
Tompkins Financial
New York
$26K
BWM
554
Baystate Wealth Management
Massachusetts
$25K +$404 +6 +2%
Credit Agricole
555
Credit Agricole
France
$24K
CAGAS
556
Capital Advisory Group Advisory Services
Minnesota
$23K
CAL
557
Capital Analysts LLC
Pennsylvania
$23K
SFA
558
Semmax Financial Advisors
North Carolina
$21K
RIA
559
RPG Investment Advisory
California
$20K
APC
560
Aspire Private Capital
North Carolina
$20K +$20.6K +306 New
LWA
561
Lenox Wealth Advisors
New York
$19K
EWM
562
Elmwood Wealth Management
California
$17K
PCM
563
Penserra Capital Management
California
$17K +$2.22K +33 +13%
PFO
564
Pathstone Family Office
New Jersey
$17K +$18.3K +271 New
MAM
565
Meeder Asset Management
Ohio
$16K +$16.3K +242 +3,025%
HNB
566
Huntington National Bank
Ohio
$15K -$1.15K -17 -7%
BWM
567
BerganKDV Wealth Management
Minnesota
$15K +$202 +3 +1%
FGA
568
Fortis Group Advisors
New Jersey
$14K +$14.9K +221 New
BWM
569
BNC Wealth Management
Oregon
$14K +$15.3K +227 New
RCA
570
Ranch Capital Advisors
Florida
$13K
TI
571
tru Independence
Oregon
$13K
NNP
572
Nachman Norwood & Parrott
South Carolina
$13K +$13.7K +204 New
GI
573
Gradient Investments
Minnesota
$12K -$92.4K -1,372 -88%
APWA
574
Atlas Private Wealth Advisors
New Jersey
$10K
EWM
575
Endurance Wealth Management
Rhode Island
$10K