We are live on ! Find out more
WPC icon

W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
626
Cary Street Partners Investment Advisory
Virginia
$231K +$230K +2,847 New
OSAM
627
O'Shaughnessy Asset Management
Connecticut
$230K +$228K +2,830 New
PWPS
628
Pinnacle Wealth Planning Services
Ohio
$229K +$23.1K +286 +11%
WF
629
Welch & Forbes
Massachusetts
$228K
HI
630
Harbour Investments
Wisconsin
$228K +$226K +2,805 New
HH
631
Hilltop Holdings
Texas
$228K +$227K +2,807 New
FDCDDQ
632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K +$151K +1,873 +207%
FPS
633
Fieldpoint Private Securities
Connecticut
$225K +$4.52K +56 +2%
GB
634
Goepper Burkhardt
South Carolina
$222K
M
635
MOTCO
Texas
$222K +$221K +2,739 New
TC
636
TownSquare Capital
Utah
$221K +$5.73K +71 +3%
GCM
637
Gator Capital Management
Florida
$220K
CRWM
638
Castle Rock Wealth Management
California
$220K +$224K +2,772 New
VA
639
Valmark Advisers
Ohio
$219K -$13.9K -172 -6%
BWM
640
BCS Wealth Management
Tennessee
$219K -$8.31K -103 -4%
PFO
641
Pathstone Family Office
New Jersey
$219K +$217K +2,691 New
AAM
642
Ameraudi Asset Management
New York
$217K +$9.84K +122 +5%
TC
643
Touchstone Capital
Pennsylvania
$216K -$968 -12 -0.4%
XS
644
XR Securities
Illinois
$216K +$215K +2,661 New
CC
645
Corton Capital
Ontario, Canada
$215K +$214K +2,651 New
PAG
646
Private Advisory Group
Washington
$212K
FT
647
Fiduciary Trust
Massachusetts
$212K +$210K +2,608 New
NIM
648
NuWave Investment Management
New Jersey
$211K +$24.4K +302 +13%
AA
649
Addison Advisors
Vermont
$209K +$161 +2 +0.1%
Axa
650
Axa
France
$208K +$206K +2,559 New