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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
551
Cerity Partners
New York
$298K -$95.6K -1,246 -25%
CPA
552
Capital Planning Advisors
California
$296K -$2.23K -29 -0.8%
CWM
553
Campbell Wealth Management
Virginia
$295K
MSS
554
Mitchell Sinkler & Starr
Pennsylvania
$295K
AP
555
Advisor Partners
California
$295K +$1.99K +26 +0.7%
RBCM
556
Raub Brock Capital Management
California
$294K
TWM
557
Thrive Wealth Management
Pennsylvania
$293K -$14.1K -184 -5%
BCV
558
Banque Cantonale Vaudoise
Switzerland
$291K
GWS
559
Glassman Wealth Services
Virginia
$289K -$6.52K -85 -2%
BCM
560
Brookstone Capital Management
Illinois
$288K -$35K -456 -11%
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$286K +$41.7K +543 +18%
AIP
562
Ahrens Investment Partners
Louisiana
$285K -$147K -1,921 -35%
MPW
563
MA Private Wealth
California
$285K +$1.38K +18 +0.5%
VWA
564
Visionary Wealth Advisors
Illinois
$282K +$273K +3,559 New
CW
565
CreativeOne Wealth
Kansas
$281K +$272K +3,550 New
KWM
566
Kingsview Wealth Management
Oregon
$281K +$33.6K +438 +14%
GWANC
567
Guardian Wealth Advisors (North Carolina)
North Carolina
$275K -$31.9K -416 -11%
LIM
568
Longfellow Investment Management
Massachusetts
$275K
3F
569
360 Financial
Minnesota
$275K +$266K +3,466 New
B
570
Bailard
California
$275K +$266K +3,468 New
PA
571
Profund Advisors
Maryland
$273K -$186K -2,422 -41%
RRA
572
Round Rock Advisors
Connecticut
$273K +$264K +3,445 New
ESB
573
Essex Savings Bank
Connecticut
$272K -$2.3K -30 -0.9%
BW
574
Basepoint Wealth
Iowa
$270K +$3.38K +44 +1%
OPS
575
Orion Portfolio Solutions
Nebraska
$268K -$14.2K -185 -5%