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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
LWL
601
Leo Wealth LLC
Texas
$202K +$192K +3,332 New
IA
602
IFP Advisors
Florida
$201K +$12.7K +221 +8%
FWM
603
Focused Wealth Management
New York
$200K +$3.51K +61 +2%
GWS
604
Glassman Wealth Services
Virginia
$182K -$13.5K -234 -8%
SS
605
Sunbelt Securities
Texas
$182K +$5.59K +97 +4%
M
606
MOTCO
Texas
$182K -$3.4K -59 -2%
LFA
607
Laraway Financial Advisors
Minnesota
$178K -$1.84K -32 -1%
WBC
608
Westpac Banking Corp
Australia
$177K +$30.5K +530 +24%
First Manhattan
609
First Manhattan
New York
$175K -$338K -5,874 -68%
NSIM
610
North Star Investment Management
Illinois
$173K -$18.4K -320 -11%
IWP
611
IAG Wealth Partners
Wisconsin
$168K -$21.9K -380 -13%
BEI
612
Benjamin Edwards Inc
Missouri
$168K -$9.28K -161 -6%
AWM
613
AllSquare Wealth Management
New York
$165K -$3.05K -53 -2%
WT
614
Washington Trust
Rhode Island
$160K -$27.4K -476 -16%
SSB
615
Sandy Spring Bank
Maryland
$158K +$14.7K +255 +12%
CTC
616
Central Trust Company
Missouri
$157K -$2.94K -51 -2%
QCG
617
Quadrant Capital Group
Ohio
$150K +$53.9K +936 +68%
PA
618
Parallel Advisors
California
$149K -$7.03K -122 -5%
GJIA
619
Glass Jacobson Investment Advisors
Maryland
$148K -$2.77K -48 -2%
POIA
620
Pin Oak Investment Advisors
Texas
$138K -$2.54K -44 -2%
CFD
621
Creative Financial Designs
Indiana
$137K -$24.1K -418 -17%
SWM
622
Spire Wealth Management
Virginia
$134K -$2.48K -43 -2%
NFA
623
Northwest Financial Advisors
Virginia
$132K +$117K +2,030 New
MTIC
624
Missouri Trust & Investment Company
Missouri
$130K -$49.5K -859 -30%
BI
625
Bramshill Investments
Florida
$127K -$2.16M -37,409 -95%