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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
576
Clearview Wealth Advisors
Oregon
$219K -$6.34K -106 -3%
LFG
577
Larson Financial Group
Missouri
$219K -$20.4K -341 -8%
M1FG
578
Mach-1 Financial Group
Arkansas
$218K -$37.5K -626 -14%
BSW
579
Buckingham Strategic Wealth
Missouri
$217K -$359 -6 -0.2%
GWMR
580
GC Wealth Management RIA
Massachusetts
$216K -$14.8K -248 -6%
SW
581
SVB Wealth
Massachusetts
$214K +$227K +3,795 New
MCM
582
MV Capital Management
Maryland
$214K -$29.9K -499 -12%
KFS
583
Keynote Financial Services
Connecticut
$214K +$227K +3,785 New
NYLIM
584
New York Life Investment Management
New York
$210K +$6.11K +102 +3%
CPA
585
Capital Planning Advisors
California
$206K -$5.27K -88 -2%
AAG
586
Armstrong Advisory Group
Massachusetts
$206K
RFC
587
Regions Financial Corp
Alabama
$204K +$1.02K +17 +0.5%
MCM
588
Monument Capital Management
Virginia
$204K +$2.75K +46 +1%
BCM
589
Brookstone Capital Management
Illinois
$203K -$9.28K -155 -4%
FHA
590
Flagship Harbor Advisors
Massachusetts
$203K -$52.3K -874 -20%
HWM
591
HB Wealth Management
Georgia
$202K +$12.4K +208 +6%
SP
592
Systematic Portfolios
New York
$201K +$136K +2,276 New
PWA
593
Physician Wealth Advisors
Utah
$201K +$479 +8 +0.2%
HI
594
Harbour Investments
Wisconsin
$201K -$19.8K -330 -8%
GA
595
GoalVest Advisory
New York
$182K +$155K +2,589 +410%
CIBC Private Wealth Group
596
CIBC Private Wealth Group
Georgia
$181K -$72.5K -1,211 -27%
QCG
597
Quadrant Capital Group
Ohio
$178K +$50.2K +838 +36%
M
598
MOTCO
Texas
$171K +$13.9K +232 +8%
SWA
599
SOA Wealth Advisors
New York
$167K -$4.25M -71,077 -96%
SS
600
Sunbelt Securities
Texas
$159K +$1.08K +18 +0.6%