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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SS
601
Sunbelt Securities
Texas
$162K +$6.54K +116 +4%
IWP
602
IAG Wealth Partners
Wisconsin
$157K +$8.79K +156 +6%
TCOV
603
Trust Company of Vermont
Vermont
$154K +$141K +2,500 +859%
NSIM
604
North Star Investment Management
Illinois
$148K +$733 +13 +0.5%
CIBC Private Wealth Group
605
CIBC Private Wealth Group
Georgia
$142K -$37.1K -658 -20%
AWM
606
AllSquare Wealth Management
New York
$140K
CFD
607
Creative Financial Designs
Indiana
$139K +$4.45K +79 +3%
SSB
608
Sandy Spring Bank
Maryland
$136K +$18.6K +330 +15%
WT
609
Washington Trust
Rhode Island
$136K
CWP
610
Concord Wealth Partners
Virginia
$134K -$139K -2,475 -50%
SWA
611
SOA Wealth Advisors
New York
$129K -$34.8K -617 -21%
AAG
612
Armstrong Advisory Group
Massachusetts
$126K -$50.3K -892 -28%
GI
613
GAMMA Investing
California
$123K +$53.5K +950 +74%
PA
614
Parallel Advisors
California
$119K -$3.04K -54 -2%
POIA
615
Pin Oak Investment Advisors
Texas
$116K
SWM
616
Spire Wealth Management
Virginia
$113K
MCM
617
MV Capital Management
Maryland
$111K -$100K -1,776 -47%
WCM
618
Westend Capital Management
California
$109K
CFM
619
Catalyst Funds Management
Australia
$105K +$107K +1,900 New
RA
620
Rise Advisors
New York
$103K +$620 +11 +0.6%
MSG
621
Main Street Group
Virginia
$100K +$5.75K +102 +6%
OP
622
ORG Partners
Indiana
$99.9K +$103K +1,825 New
KFS
623
Kelly Financial Services
Massachusetts
$98.2K
FC
624
Fairscale Capital
New Hampshire
$93.2K +$90.2K +1,600 New
CTC
625
Central Trust Company
Missouri
$83.7K -$50.8K -901 -37%