We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
HB Wealth Management
Georgia
$255K -$56.5K -700 -18%
D.E. Shaw & Co
602
D.E. Shaw & Co
New York
$251K -$688K -8,531 -73%
BRWM
603
B. Riley Wealth Management
Tennessee
$251K -$274K -3,393 -52%
APP
604
Avantax Planning Partners
Iowa
$251K +$4.12K +51 +2%
AIP
605
Ahrens Investment Partners
Louisiana
$250K -$42.8K -530 -15%
AIA
606
Allied Investment Advisors
Montana
$250K
PAS
607
Park Avenue Securities
New York
$250K +$14.9K +185 +6%
DU
608
Delphia (USA)
Ontario, Canada
$250K +$249K +3,085 New
VHAM
609
Van Hulzen Asset Management
California
$249K +$20.5K +254 +9%
TPA
610
Trivium Point Advisory
Connecticut
$248K -$179K -2,216 -42%
CFD
611
Creative Financial Designs
Indiana
$248K -$3.31K -41 -1%
OFS
612
OneAscent Financial Services
Alabama
$246K +$241K +2,989 New
LB
613
Leo Brokerage
Texas
$245K +$244K +3,018 New
Allspring Global Investments
614
Allspring Global Investments
North Carolina
$244K -$1.6M -19,890 -87%
WAM
615
Walker Asset Management
Missouri
$244K +$9.28K +115 +4%
AIA
616
Arrow Investment Advisors
Maryland
$243K -$29.7K -368 -11%
AAS
617
Annex Advisory Services
Wisconsin
$242K
FPAS
618
Focus Partners Advisor Solutions
Missouri
$237K -$29.1K -361 -11%
CCA
619
Conestoga Capital Advisors
Pennsylvania
$236K
CAMV
620
Concord Asset Management (Virginia)
Virginia
$234K +$26.6K +330 +13%
HL
621
HeadInvest LLC
Maine
$233K
EWM
622
EPG Wealth Management
Georgia
$233K +$2.34K +29 +1%
LWP
623
Legacy Wealth Planning
Nevada
$232K -$26.3K -326 -10%
AFO
624
Allie Family Office
Florida
$232K +$231K +2,859 New
PA
625
Prism Advisors
California
$231K