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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Mission Wealth Management
California
$249K +$32.5K +408 +14%
PFA
627
Pure Financial Advisors
California
$249K
BAM
628
BOS Asset Management
Illinois
$248K -$91.6K -1,149 -26%
EFH
629
Eaton Financial Holdings
Florida
$244K -$5.58K -70 -2%
VA
630
Valmark Advisers
Ohio
$243K +$39.8K +499 +18%
AWM
631
Accurate Wealth Management
Florida
$241K +$34.2K +429 +15%
CIC
632
Chase Investment Counsel
Virginia
$241K +$22.6K +284 +10%
IWP
633
IAG Wealth Partners
Wisconsin
$240K -$46.4K -582 -16%
SB
634
Strategic Blueprint
Georgia
$239K -$18.2K -229 -7%
SCM
635
Schnieders Capital Management
California
$239K
T
636
TOBAM
France
$237K +$150K +1,877 +150%
LRWA
637
Long Run Wealth Advisors
New York
$235K +$24.9K +312 +11%
BL
638
BFSG LLC
California
$235K +$247K +3,100 New
MC
639
Machina Capital
France
$235K +$246K +3,093 New
TMAM
640
Tokio Marine Asset Management
Japan
$234K
SFS
641
Sowell Financial Services
Arkansas
$233K -$1.2M -15,051 -83%
CCM
642
CTC Capital Management
Illinois
$232K -$81.4K -1,021 -25%
REMPR
643
Roof Eidam Maycock Peralta (REMP)
California
$232K
MKA
644
M. Kulyk & Associates
Georgia
$232K -$10.2K -128 -4%
AIA
645
Allied Investment Advisors
Montana
$228K
FWM
646
Focused Wealth Management
New York
$227K +$69.4K +871 +41%
SIS
647
Sound Income Strategies
Florida
$227K +$87.3K +1,096 +58%
KI
648
Kapitalo Investimentos
Brazil
$227K +$243K +3,052 New
KeyBank National Association
649
KeyBank National Association
Ohio
$226K -$3.75K -47 -2%
RFA
650
Register Financial Advisors
Georgia
$225K +$1.51K +19 +0.6%