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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
676
Kings Point Capital Management
New York
$98K – – –
TSWM
677
Tyler-Stone Wealth Management
Ohio
$97K – – –
AWM
678
Accel Wealth Management
Iowa
$96K – – –
EI
679
Ellevest Inc
New York
$95K -$23.6K -307 -20%
CT
680
Caldwell Trust
Florida
$93K – – –
RA
681
Rise Advisors
New York
$90K – – –
QCG
682
Quadrant Capital Group
Ohio
$90K +$8.74K +114 +11%
SCA
683
Stonebridge Capital Advisors
Minnesota
$89K – – –
WT
684
Washington Trust
Rhode Island
$86K +$22.7K +296 +38%
BWP
685
Baldwin Wealth Partners
Massachusetts
$81K – – –
BBHC
686
Brown Brothers Harriman & Co
New York
$81K – – –
KTC
687
Kistler-Tiffany Companies
Pennsylvania
$79K – – –
UB
688
UMB Bank
Missouri
$75K – – –
BWM
689
Baystate Wealth Management
Massachusetts
$75K +$921 +12 +1%
MA
690
MCF Advisors
Kentucky
$72K +$69.8K +910 New
FDCDDQ
691
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.7K – – –
MWC
692
MBM Wealth Consultants
Missouri
$71K +$19.7K +257 +40%
PGAM
693
Princeton Global Asset Management
New Jersey
$70K – – –
TWA
694
TCI Wealth Advisors
Arizona
$69K – – –
National Bank of Canada
695
National Bank of Canada
Quebec, Canada
$67K +$19.4K +253 +43%
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$16.4K -214 -20%
C
697
Covestor
United Kingdom
$66K +$17.7K +231 +39%
CWM
698
Cedar Wealth Management
California
$65K – – –
CWM
699
Curi Wealth Management
North Carolina
$64K – – –
AWM
700
Avior Wealth Management
Nebraska
$63K +$10.5K +137 +21%