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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BEI
651
Benjamin Edwards Inc
Missouri
$146K +$14.7K +179 +9%
FWM
652
Focused Wealth Management
New York
$144K +$1.15K +14 +0.7%
EI
653
Ellevest Inc
New York
$141K +$72.3K +883 +75%
AIG
654
American International Group
New York
$140K +$2.29K +28 +1%
SIC
655
Salem Investment Counselors
North Carolina
$137K
HS
656
Horan Securities
United States
$134K +$8.76K +107 +6%
CI Investments Inc
657
CI Investments Inc
Ontario, Canada
$134K +$14K +171 +10%
HDIM
658
Hanson & Doremus Investment Management
Vermont
$133K -$30.9K -377 -16%
NFSG
659
Newbridge Financial Services Group
Florida
$128K +$112K +1,373 +278%
SC
660
SouthState Corp
Florida
$126K -$6.88K -84 -4%
LCM
661
Logan Capital Management
Pennsylvania
$126K +$16.7K +204 +12%
KFS
662
Kelly Financial Services
Massachusetts
$125K
O
663
Ossiam
France
$116K +$139K +1,693 New
FF
664
FourThought Financial
Florida
$115K
UFF
665
USA Financial Formulas
Michigan
$114K +$136K +1,663 New
SIS
666
Sound Income Strategies
Florida
$113K -$1.06K -13 -0.8%
HNB
667
Huntington National Bank
Ohio
$106K
PA
668
PSI Advisors
Florida
$105K
BBHC
669
Brown Brothers Harriman & Co
New York
$105K +$26K +318 +26%
FMP
670
Financial Management Professionals
Texas
$104K
TWM
671
Tradition Wealth Management
Minnesota
$103K
MA
672
MCF Advisors
Kentucky
$101K +$44.9K +548 +60%
IFAM
673
Institutional & Family Asset Management
Colorado
$92K
MWC
674
MBM Wealth Consultants
Missouri
$88K +$26.1K +319 +34%
KFI
675
Key Financial Inc
Pennsylvania
$86K