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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
676
Sugarloaf Wealth Management
Georgia
$8K +$146 +2 +2%
MFG
677
Monumental Financial Group
Maryland
$8K +$7.91K +108 New
RDWM
678
Red Door Wealth Management
Tennessee
$8K +$8.34K +114 New
EFSCE
679
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$4.03K -55 -38%
CFN
680
Cordasco Financial Network
Florida
$7K
ONST
681
Old North State Trust
North Carolina
$7K
PO
682
Private Ocean
California
$7K
BCA
683
Berman Capital Advisors
Georgia
$6K
ZB
684
Zions Bancorporation
Utah
$6K
FA
685
Financial Avengers
California
$5K +$73 +1 +1%
FCA
686
FinTrust Capital Advisors
South Carolina
$5K +$4.54K +62 New
PI
687
PEAK6 Investments
Illinois
$5K +$4.98K +68 New
BWA
688
BDO Wealth Advisors
Florida
$4K
CFO
689
CVA Family Office
Colorado
$4K +$2.56K +35 +135%
DAM
690
Delta Asset Management
Tennessee
$4K +$4.46K +61 New
CHC
691
City Holding Co
West Virginia
$3K
RWM
692
Raffa Wealth Management
District of Columbia
$2.16K
EAM
693
Eukles Asset Management
Ohio
$2K
DWA
694
Delos Wealth Advisors
Texas
$2K +$1.9K +26 New
VNA
695
Valley National Advisers
Pennsylvania
$1K
NICM
696
Neo Ivy Capital Management
New York
$1K +$1.02K +14 New
PCTC
697
Perkins Coie Trust Company
Washington
$1K +$1.46K +20 New
FP
698
Foundry Partners
Minnesota
-$21.2M -306,310 Closed
PP
699
Paloma Partners
Connecticut
-$2.52M -36,412 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
700
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$1.99M -28,691 Closed