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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
601
Heirloom Wealth Management
Colorado
$209K -$209K -3,534 -51%
GFG
602
Goldstone Financial Group
Illinois
$208K +$198K +3,345 New
FHC
603
First Heartland Consultants
Missouri
$208K +$198K +3,339 New
QCG
604
Quadrant Capital Group
Ohio
$208K -$119 -2 -0.1%
RA
605
RFG Advisory
Alabama
$207K -$27.5K -464 -12%
BCM
606
Bourgeon Capital Management
Connecticut
$206K +$196K +3,301 New
HOWA
607
Heritage Oak Wealth Advisors
Florida
$205K +$195K +3,286 New
NWWA
608
New Wave Wealth Advisors
Arkansas
$205K +$195K +3,286 New
FWM
609
Focused Wealth Management
New York
$204K +$194K +3,269 New
CIA
610
Capital Investment Advisors
Georgia
$204K +$194K +3,268 New
TWP
611
Tyche Wealth Partners
Texas
$203K +$193K +3,258 New
RWM
612
Ritholtz Wealth Management
New York
$202K +$192K +3,246 New
PWP
613
Principle Wealth Partners
Connecticut
$202K +$192K +3,240 New
MAS
614
Meeder Advisory Services
Ohio
$201K +$192K +3,231 New
GIA
615
Guyasuta Investment Advisors
Pennsylvania
$201K -$56.3K -950 -23%
VVP
616
Venture Visionary Partners
Ohio
$201K +$191K +3,220 New
PA
617
Parallel Advisors
California
$200K +$61.9K +1,045 +48%
HPC
618
HM Payson & Co
Maine
$186K
SS
619
Sunbelt Securities
Texas
$185K +$1.84K +31 +1%
M
620
MOTCO
Texas
$184K -$49.3K -831 -22%
Group One Trading
621
Group One Trading
Illinois
$182K -$35.6K -600 -17%
LFA
622
LGT Financial Advisors
Texas
$174K -$205K -3,464 -55%
TCOV
623
Trust Company of Vermont
Vermont
$174K
GC
624
Globeflex Capital
California
$159K +$151K +2,547 New
AWM
625
AllSquare Wealth Management
New York
$158K