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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MS
601
Madden Securities
Texas
$233K -$136K -2,300 -38%
CG
602
Caprock Group
Idaho
$232K +$214K +3,622 New
PWA
603
Physician Wealth Advisors
Utah
$231K
CPA
604
Capital Planning Advisors
California
$230K +$216K +3,645 New
CAGAS
605
Capital Advisory Group Advisory Services
Minnesota
$229K +$215K +3,632 New
Fiera Capital (Canada)
606
Fiera Capital (Canada)
Quebec, Canada
$229K +$215K +3,627 New
LA
607
LexAurum Advisors
Kansas
$227K +$213K +3,602 New
CW
608
CreativeOne Wealth
Kansas
$223K -$42.7K -721 -17%
KWMG
609
King Wealth Management Group
Florida
$221K +$207K +3,495 New
KWM
610
Kingsview Wealth Management
Oregon
$221K -$48.2K -814 -19%
CIA
611
Capital Investment Advisors
Georgia
$219K +$206K +3,477 New
SF
612
SWP Financial
California
$219K +$205K +3,468 New
PCM
613
Parsons Capital Management
Rhode Island
$218K -$29.6K -500 -13%
IGAM
614
iA Global Asset Management
Quebec, Canada
$217K -$54.7K -924 -21%
SWP
615
Sagespring Wealth Partners
Tennessee
$216K +$203K +3,428 New
CWA
616
Clearview Wealth Advisors
Oregon
$216K +$203K +3,425 New
LA
617
LVW Advisors
New York
$215K +$202K +3,406 New
DA
618
Detalus Advisors
Missouri
$215K +$201K +3,400 New
MAS
619
Meeder Advisory Services
Ohio
$214K +$201K +3,392 New
CPIG
620
Chicago Partners Investment Group
Illinois
$214K +$205K +3,469 New
DT
621
Diversified Trust
Tennessee
$214K -$380K -6,415 -65%
RCM
622
Raleigh Capital Management
North Carolina
$213K -$9.35K -158 -4%
WA
623
Wambolt & Associates
Colorado
$212K -$59K -997 -23%
FWM
624
Focused Wealth Management
New York
$210K +$197K +3,334 New
PTC
625
Private Trust Company
Ohio
$210K +$36K +609 +22%