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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MPW
576
MA Private Wealth
California
$291K +$1.45K +18 +0.5%
TWM
577
Thrive Wealth Management
Pennsylvania
$287K -$13.2K -163 -4%
AP
578
Advisor Partners
California
$286K -$17K -211 -6%
MSFS
579
Main Street Financial Solutions
Pennsylvania
$284K -$27.5K -341 -9%
3F
580
360 Financial
Minnesota
$283K
IWP
581
IAG Wealth Partners
Wisconsin
$283K +$107K +1,331 +62%
LIM
582
Longfellow Investment Management
Massachusetts
$281K
BW
583
Basepoint Wealth
Iowa
$280K +$3.55K +44 +1%
GWANC
584
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K -$2.42K -30 -0.9%
ESB
585
Essex Savings Bank
Connecticut
$277K -$1.94K -24 -0.7%
AGA
586
Arkos Global Advisors
Texas
$275K +$3.63K +45 +1%
VWA
587
Visionary Wealth Advisors
Illinois
$273K -$15.7K -195 -5%
RCAG
588
Rehmann Capital Advisory Group
Michigan
$273K +$271K +3,359 New
AFP
589
Ausdal Financial Partners
Iowa
$272K +$271K +3,357 New
Squarepoint
590
Squarepoint
New York
$271K -$2.25M -27,851 -89%
HWM
591
Horizon Wealth Management
Illinois
$270K +$1.29K +16 +0.5%
KFA
592
Krane Funds Advisors
New York
$269K -$133K -1,649 -33%
PA
593
Profund Advisors
Maryland
$266K -$14.7K -182 -5%
PFA
594
Pure Financial Advisors
California
$266K
LRWA
595
Long Run Wealth Advisors
New York
$266K +$29.1K +361 +12%
WC
596
Woodstock Corp
Massachusetts
$263K
UL
597
Unionview LLC
Washington
$262K
ARC
598
Advisor Resource Council
Texas
$260K +$259K +3,211 New
CAGAS
599
Capital Advisory Group Advisory Services
Minnesota
$259K +$20.7K +256 +8%
KeyBank National Association
600
KeyBank National Association
Ohio
$257K -$968 -12 -0.4%