We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
EIP
601
Ellis Investment Partners
Pennsylvania
$24K +$335 +4 +1%
FWM
602
FSA Wealth Management
Massachusetts
$24K +$25.1K +300 New
VFA
603
Valeo Financial Advisors
Indiana
$24K +$25.6K +306 New
LWA
604
Lenox Wealth Advisors
New York
$23K
SFSIG
605
San Francisco Sentry Investment Group
California
$21K
PCG
606
Private Capital Group
Connecticut
$20K -$198K -2,369 -90%
LC
607
Lindbrook Capital
California
$19K
CHAM
608
Clear Harbor Asset Management
Connecticut
$18.4K +$19.7K +235 New
BCA
609
Berman Capital Advisors
Georgia
$16K
JPLA
610
Joseph P. Lucia & Associates
New York
$16K
BWM
611
BerganKDV Wealth Management
Minnesota
$16K +$168 +2 +1%
VNA
612
Valley National Advisers
Pennsylvania
$15K -$17.1K -204 -52%
PCM
613
Penserra Capital Management
California
$15K +$5.87K +70 +57%
TWP
614
TFO Wealth Partners
Ohio
$14K +$15K +179 New
ADL
615
Asset Dedication LLC
California
$13K -$63.8K -762 -82%
EWM
616
Endurance Wealth Management
Rhode Island
$13K
CT
617
Caldwell Trust
Florida
$12K +$12.8K +153 New
Chevy Chase Trust
618
Chevy Chase Trust
Maryland
$12K +$12.8K +153 New
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$10K
EARNEST Partners
620
EARNEST Partners
Georgia
$9K +$3.52K +42 +57%
CFN
621
Cordasco Financial Network
Florida
$8K
HB
622
Horizon Bancorp
Indiana
$8K +$8.55K +102 New
SWM
623
Sugarloaf Wealth Management
Georgia
$8K +$8.63K +103 New
CHA
624
Carmichael Hill & Associates
Maryland
$8K +$8.88K +106 New
EFSCE
625
Enterprise Financial Services Corp (EFSC)
Missouri
$7K