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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
701
Baldwin Wealth Partners
Massachusetts
$56K -$16.7K -204 -20%
CWM
702
Cedar Wealth Management
California
$56K
T
703
TOBAM
France
$55K -$31.2K -381 -32%
Bank Julius Baer & Co
704
Bank Julius Baer & Co
Switzerland
$55K -$1.15K -14 -2%
WFA
705
Wipfli Financial Advisors
Wisconsin
$55K +$65.1K +795 New
BC
706
Barrett & Company
Rhode Island
$54.9K +$58.7K +717 New
SBL
707
Sargent Bickham Lagudis
Colorado
$53K +$491 +6 +0.8%
CSPAM
708
Cary Street Partners Asset Management
Virginia
$53K +$63.4K +775 New
UB
709
UMB Bank
Missouri
$52K -$15.2K -186 -20%
HNWAG
710
High Net Worth Advisory Group
Florida
$52K
CG
711
Cutler Group
California
$50K -$397K -4,853 -87%
SWM
712
Spire Wealth Management
Virginia
$49K -$71.2K -870 -55%
CAL
713
Capital Analysts LLC
Pennsylvania
$49K +$409 +5 +0.7%
EWA
714
EverSource Wealth Advisors
Alabama
$49K +$58.2K +711 New
BWM
715
Baystate Wealth Management
Massachusetts
$48K +$737 +9 +1%
MCM
716
McMillion Capital Management
North Carolina
$46K
HWA
717
HHM Wealth Advisors
Tennessee
$45K +$8.1K +99 +18%
TWC
718
TD Waterhouse Canada
Ontario, Canada
$44.1K -$9.66K -118 -16%
TCOV
719
Trust Company of Vermont
Vermont
$42K -$25K -306 -33%
AS
720
Altshuler Shaham
Israel
$42K -$164 -2 -0.3%
MA
721
Montag & Associates
Georgia
$40K
QC
722
Quent Capital
New York
$39K
RBC
723
Roble Belko & Company
Pennsylvania
$39K +$46.7K +571 New
RDFA
724
Ritter Daniher Financial Advisory
Ohio
$38K -$145K -1,772 -76%
SFCL
725
Strengthening Families & Communities LLC
Massachusetts
$38K +$1.15K +14 +3%