We are live on ! Find out more
WPC icon

W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
651
Castle Rock Wealth Management
California
$226K +$204K +2,711 New
RFA
652
Register Financial Advisors
Georgia
$226K +$222K +2,950 New
WT
653
Washington Trust
Rhode Island
$226K – – –
ARC
654
Advisor Resource Council
Texas
$225K – – –
DWMS
655
Dominguez Wealth Management Solutions
Virginia
$225K +$220K +2,935 New
EWM
656
EPG Wealth Management
Georgia
$225K +$220K +2,933 New
UL
657
Unionview LLC
Washington
$223K +$219K +2,913 New
CCA
658
Conestoga Capital Advisors
Pennsylvania
$223K +$219K +2,910 New
CAMV
659
Concord Asset Management (Virginia)
Virginia
$221K +$217K +2,889 New
CIC
660
Chase Investment Counsel
Virginia
$221K -$1.58M -21,063 -88%
MWM
661
Mission Wealth Management
California
$220K +$216K +2,873 New
AFO
662
Allie Family Office
Florida
$219K +$215K +2,859 New
SS
663
Sunbelt Securities
Texas
$219K +$215K +2,858 New
PA
664
Prism Advisors
California
$218K +$214K +2,850 New
CSPIA
665
Cary Street Partners Investment Advisory
Virginia
$218K – – –
WF
666
Welch & Forbes
Massachusetts
$216K +$212K +2,818 New
DA
667
Duality Advisers
Florida
$214K +$210K +2,799 New
M
668
MOTCO
Texas
$214K -$18.9K -251 -8%
LRWA
669
Long Run Wealth Advisors
New York
$214K +$210K +2,791 New
AAS
670
Annex Advisory Services
Wisconsin
$214K +$210K +2,790 New
FDCDDQ
671
Federation des caisses Desjardins du Quebec
Quebec, Canada
$213K – – –
PA
672
Profund Advisors
Maryland
$211K -$13.4K -178 -6%
GCM
673
Gator Capital Management
Florida
$208K +$204K +2,716 New
KAS
674
Kestra Advisory Services
Texas
$207K +$203K +2,703 New
VA
675
Valmark Advisers
Ohio
$207K +$203K +2,702 New
25 26
27
28 29