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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
MCF Advisors
Kentucky
$154K +$76.4K +1,042 +96%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$153K -$4.32K -59 -3%
BL
703
BFSG LLC
California
$150K
DJSG
704
D.J. St. Germain
Massachusetts
$146K
FB
705
First Bancorp
Maine
$141K +$145K +1,978 New
MI
706
Markowski Investments
Florida
$133K +$137K +1,863 New
CA
707
CoreCap Advisors
Michigan
$129K +$2.35K +32 +2%
HDIM
708
Hanson & Doremus Investment Management
Vermont
$129K
WCM
709
Westend Capital Management
California
$128K +$5.28K +72 +4%
CSPIA
710
Cary Street Partners Investment Advisory
Virginia
$127K +$9.75K +133 +8%
BIAS
711
Beacon Investment Advisory Services
New Jersey
$126K -$147 -2 -0.1%
CCWM
712
Cassaday & Co Wealth Management
Virginia
$125K
AG
713
AmeriFlex Group
Nevada
$122K +$293 +4 +0.2%
CI
714
CX Institutional
Indiana
$116K -$118K -1,614 -50%
GSWM
715
Golden State Wealth Management
California
$116K
FC
716
Fairscale Capital
New Hampshire
$116K
IA
717
IFP Advisors
Florida
$114K -$10.6K -145 -8%
CAL
718
Capital Analysts LLC
Pennsylvania
$111K -$5.06K -69 -4%
API
719
Asset Planning Inc
California
$110K
PEAK6
720
PEAK6
Illinois
$107K -$629K -8,581 -85%
PFA
721
Pillar Financial Advisors
Kentucky
$106K
WT
722
Whittier Trust
California
$104K -$30.4K -415 -22%
SWM
723
Spire Wealth Management
Virginia
$102K
BGAI
724
Bruce G. Allen Investments
Colorado
$101K -$220 -3 -0.2%
WAS
725
Winch Advisory Services
Wisconsin
$98.6K +$1.25K +17 +1%