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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
GM
576
GeoWealth Management
Illinois
$205K -$11.3K -198 -5%
KFS
577
Keynote Financial Services
Connecticut
$204K -$1.03K -18 -0.5%
TF
578
Tompkins Financial
New York
$203K
BGA
579
Battery Global Advisors
Massachusetts
$202K
MWM
580
Modera Wealth Management
New Jersey
$202K +$211K +3,700 New
STA
581
Summit Trail Advisors
New York
$201K +$206K +3,617 New
PWA
582
Physician Wealth Advisors
Utah
$199K
CSP
583
Cary Street Partners
Virginia
$194K +$203K +3,570 New
RCM
584
Raleigh Capital Management
North Carolina
$192K -$5.53K -97 -3%
HI
585
Harbour Investments
Wisconsin
$191K -$7.12K -125 -3%
FDCDDQ
586
Federation des caisses Desjardins du Quebec
Quebec, Canada
$175K +$40.9K +717 +29%
GWP
587
Gen-Wealth Partners
Michigan
$173K -$43K -755 -19%
Jones Financial Companies
588
Jones Financial Companies
Missouri
$169K +$65.5K +1,150 +59%
OC
589
Oarsman Capital
Wisconsin
$168K +$47K +825 +37%
CIBC Private Wealth Group
590
CIBC Private Wealth Group
Georgia
$166K +$41.9K +735 +32%
PA
591
Parallel Advisors
California
$164K -$11.3K -199 -6%
HPC
592
HM Payson & Co
Maine
$163K
BBHC
593
Brown Brothers Harriman & Co
New York
$162K +$101K +1,765 +146%
M
594
MOTCO
Texas
$161K
QCG
595
Quadrant Capital Group
Ohio
$158K -$25K -438 -13%
LFA
596
LGT Financial Advisors
Texas
$154K +$1.25K +22 +0.8%
TCOV
597
Trust Company of Vermont
Vermont
$152K
PTC
598
Private Trust Company
Ohio
$148K -$41.6K -731 -21%
FFA
599
Farther Finance Advisors
California
$142K +$61.8K +1,085 +71%
AWM
600
AllSquare Wealth Management
New York
$138K