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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
Clal Insurance
Israel
$161K
KFS
627
Kelly Financial Services
Massachusetts
$146K
RIA
628
Richwood Investment Advisors
Ohio
$140K +$133K +1,739 New
HNB
629
Huntington National Bank
Ohio
$132K +$118K +1,548 +1,503%
LCM
630
Logan Capital Management
Pennsylvania
$131K
HS
631
Horan Securities
United States
$128K +$122K +1,592 New
CCM
632
Chilton Capital Management
Texas
$125K +$119K +1,556 New
PA
633
PSI Advisors
Florida
$124K
POIA
634
Pin Oak Investment Advisors
Texas
$123K
FMP
635
Financial Management Professionals
Texas
$122K
EI
636
Ellevest Inc
New York
$122K +$13.2K +173 +13%
TWM
637
Tradition Wealth Management
Minnesota
$121K -$10.9K -143 -9%
SIS
638
Sound Income Strategies
Florida
$113K -$3.98K -52 -4%
SC
639
SouthState Corp
Florida
$110K +$7.42K +97 +8%
IFAM
640
Institutional & Family Asset Management
Colorado
$108K
NSIM
641
North Star Investment Management
Illinois
$103K +$39K +510 +67%
COCM
642
Charter Oak Capital Management
New Hampshire
$102K
KFI
643
Key Financial Inc
Pennsylvania
$101K
KPCM
644
Kings Point Capital Management
New York
$100K
TSWM
645
Tyler-Stone Wealth Management
Ohio
$98K +$93.8K +1,225 New
AWM
646
Accel Wealth Management
Iowa
$96K
CT
647
Caldwell Trust
Florida
$94.4K
RA
648
Rise Advisors
New York
$91.7K +$87.3K +1,141 New
CA
649
CoreCap Advisors
Michigan
$91K +$86.5K +1,130 New
SCA
650
Stonebridge Capital Advisors
Minnesota
$90K