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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
FISPB
626
Fideuram - Intesa Sanpaolo Private Banking
$240K -$28.3K -403 -10%
KWM
627
Kingsview Wealth Management
Oregon
$240K +$4.49K +64 +2%
KIM
628
Kestra Investment Management
Texas
$239K -$83.8K -1,194 -25%
DBRC
629
D.B. Root & Company
Pennsylvania
$239K -$5.54K -79 -2%
SF
630
Symphony Financial
Texas
$239K +$245K +3,498 New
Walleye Capital
631
Walleye Capital
New York
$238K +$239K +3,407 +3,549%
KWMG
632
King Wealth Management Group
Florida
$238K
PFS
633
Prospera Financial Services
Texas
$238K -$1.12K -16 -0.5%
CFO
634
Callan Family Office
Pennsylvania
$237K -$17.5K -250 -7%
CAM
635
Columbia Asset Management
Michigan
$236K -$10.5K -150 -4%
SRC
636
Sage Rhino Capital
California
$235K -$3.79K -54 -2%
LA
637
LVW Advisors
New York
$234K +$1.4K +20 +0.6%
SC
638
Sawyer & Company
Massachusetts
$234K -$10.5K -150 -4%
PWG
639
Portside Wealth Group
Utah
$233K +$240K +3,426 New
TAM
640
Titleist Asset Management
Texas
$232K -$7.93K -113 -3%
DA
641
Detalus Advisors
Missouri
$231K
OFS
642
OneAscent Financial Services
Alabama
$231K +$238K +3,394 New
CSP
643
Cary Street Partners
Virginia
$229K -$6.1K -87 -3%
WP
644
WealthPLAN Partners
Nebraska
$227K -$268K -3,822 -53%
PA
645
Procyon Advisors
Connecticut
$226K
GFM
646
GF Fund Management
China
$225K -$22.2K -317 -9%
M
647
MOTCO
Texas
$225K +$16.3K +232 +8%
EWA
648
EverSource Wealth Advisors
Alabama
$224K +$43.9K +626 +23%
SAI
649
Savvy Advisors Inc
New York
$224K -$10.2K -146 -4%
BCM
650
Bourgeon Capital Management
Connecticut
$224K