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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
576
Keynote Financial Services
Connecticut
$234K
NP
577
NorthRock Partners
Minnesota
$233K +$219K +3,696 New
TF
578
Tompkins Financial
New York
$232K
3F
579
360 Financial
Minnesota
$232K -$17.7K -299 -7%
Lido Advisors
580
Lido Advisors
California
$231K -$53.3K -899 -20%
AWA
581
Adapt Wealth Advisors
Georgia
$231K -$14.3K -241 -6%
BGA
582
Battery Global Advisors
Massachusetts
$231K +$217K +3,655 New
CPA
583
Capital Planning Advisors
California
$228K
Fiera Capital (Canada)
584
Fiera Capital (Canada)
Quebec, Canada
$226K +$215K +3,627 New
MFG
585
Merit Financial Group
Georgia
$226K +$215K +3,627 New
HI
586
Harbour Investments
Wisconsin
$226K +$12K +203 +6%
RCM
587
Raleigh Capital Management
North Carolina
$226K -$19.4K -327 -8%
CWA
588
Clearview Wealth Advisors
Oregon
$222K -$7.59K -128 -3%
DAS
589
Diversify Advisory Services
Utah
$222K -$68.3K -1,153 -23%
GWP
590
Gen-Wealth Partners
Michigan
$221K -$303K -5,112 -57%
TPI
591
Trust Point Inc
Wisconsin
$221K +$210K +3,540 New
CWG
592
Cornerstone Wealth Group
North Carolina
$219K -$81.9K -1,382 -28%
EF
593
Empowered Funds
Pennsylvania
$218K +$208K +3,507 New
ATC
594
Argent Trust Co
Tennessee
$218K -$36.9K -623 -15%
KWMG
595
King Wealth Management Group
Florida
$218K +$207K +3,495 New
PWA
596
Physician Wealth Advisors
Utah
$218K
PTC
597
Private Trust Company
Ohio
$215K -$63.9K -1,078 -24%
SPWG
598
Syntegra Private Wealth Group
Missouri
$213K -$25.8K -435 -11%
LA
599
LVW Advisors
New York
$212K +$202K +3,406 New
DA
600
Detalus Advisors
Missouri
$212K +$202K +3,400 New