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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
National Pension Service
601
National Pension Service
South Korea
$223K +$170K +2,764 +340%
CIA
602
Capital Investment Advisors
Georgia
$222K +$5.11K +83 +2%
KWM
603
Kingsview Wealth Management
Oregon
$221K +$2.71K +44 +1%
VVP
604
Venture Visionary Partners
Ohio
$220K -$10.7K -174 -5%
KWMG
605
King Wealth Management Group
Florida
$218K
FCM
606
FJ Capital Management
Virginia
$217K +$214K +3,476 New
OFS
607
OneAscent Financial Services
Alabama
$216K +$211K +3,423 New
LA
608
LVW Advisors
New York
$212K
PAG
609
Private Advisory Group
Washington
$212K -$118K -1,919 -36%
DA
610
Detalus Advisors
Missouri
$212K
CWA
611
Clearview Wealth Advisors
Oregon
$212K -$1.6K -26 -0.8%
GWMR
612
GC Wealth Management RIA
Massachusetts
$211K +$208K +3,383 New
PCP
613
Perbak Capital Partners
United Kingdom
$210K +$208K +3,370 New
FWM
614
Focused Wealth Management
New York
$210K +$1.97K +32 +1%
BRWA
615
B. Riley Wealth Advisors
Florida
$209K +$207K +3,355 New
SF
616
SWP Financial
California
$209K -$7.14K -116 -3%
SRC
617
Sage Rhino Capital
California
$208K +$206K +3,342 New
ACA
618
Aptus Capital Advisors
Alabama
$208K +$205K +3,328 New
BCM
619
Bourgeon Capital Management
Connecticut
$206K
MAM
620
Martingale Asset Management
Massachusetts
$205K -$8.08M -131,172 -98%
GI
621
GAMMA Investing
California
$205K +$44.1K +717 +28%
SWGC
622
Summit Wealth Group (Colorado)
Colorado
$204K +$198K +3,219 New
APP
623
Avantax Planning Partners
Iowa
$203K -$58.3K -947 -23%
M
624
MOTCO
Texas
$201K +$11.5K +187 +6%
UB
625
UMB Bank
Missouri
$200K +$14K +228 +8%