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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
601
BerganKDV Wealth Management
Minnesota
$17K +$1.14K +17 +7%
FFA
602
Freedman Financial Associates
Massachusetts
$17K +$16.4K +245 New
Federated Hermes
603
Federated Hermes
Pennsylvania
$16K +$15.6K +234 New
RCA
604
Ranch Capital Advisors
Florida
$14K
GIA
605
Goodwin Investment Advisory
Georgia
$14K +$13.6K +204 New
GI
606
Gradient Investments
Minnesota
$12K
JWM
607
Janiczek Wealth Management
Colorado
$12K +$7.08K +106 +151%
FP
608
Fiduciary Planning
Florida
$12K +$11.2K +168 New
APWA
609
Atlas Private Wealth Advisors
New Jersey
$11K
EWM
610
Endurance Wealth Management
Rhode Island
$11K
CT
611
Caldwell Trust
Florida
$10.6K
CWAF
612
Core Wealth Advisors (Florida)
Florida
$9K
GEA
613
Glen Eagle Advisors
New Jersey
$8.19K +$3.41K +51 +76%
EARNEST Partners
614
EARNEST Partners
Georgia
$8K
FDCDDQ
615
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.76K
CHA
616
Carmichael Hill & Associates
Maryland
$7K
CFN
617
Cordasco Financial Network
Florida
$7K
SWM
618
Sugarloaf Wealth Management
Georgia
$7K +$67 +1 +0.9%
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.34K +20 +26%
JPLA
620
Joseph P. Lucia & Associates
New York
$7K +$6.81K +102 New
ZB
621
Zions Bancorporation
Utah
$6K -$200 -3 -3%
ONST
622
Old North State Trust
North Carolina
$6K
PO
623
Private Ocean
California
$6K
BCA
624
Berman Capital Advisors
Georgia
$6K +$67 +1 +1%
FA
625
Financial Avengers
California
$5K +$4.54K +68 New