We are live on ! Find out more
WPC icon

W.P. Carey
WPC

Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
701
True Wealth Design
Ohio
$19.2K +$20.1K +353 New
TIM
702
Thompson Investment Management
Wisconsin
$19K – – –
CAM
703
Creekmur Asset Management
Illinois
$18.9K -$57 -1 -0.3%
RF
704
Robbins Farley
New Hampshire
$18.8K – – –
RDFA
705
Ritter Daniher Financial Advisory
Ohio
$16K – – –
GIA
706
GHP Investment Advisors
Colorado
$15.5K – – –
RFG
707
REAP Financial Group
Texas
$15.5K +$6.84K +120 +73%
JFGIW
708
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.1K – – –
PFBT
709
Parkside Financial Bank & Trust
Missouri
$13.5K +$285 +5 +2%
TH
710
TCTC Holdings
Texas
$13.1K +$13.7K +240 New
TPCW
711
TD Private Client Wealth
New York
$12.9K – – –
AWM
712
Ameliora Wealth Management
Switzerland
$12.5K – – –
DPW
713
DiNuzzo Private Wealth
Pennsylvania
$12.4K – – –
GA
714
GoalVest Advisory
New York
$12.1K -$19.9K -349 -61%
NI
715
NCP Inc
California
$11.5K +$171 +3 +1%
NWM
716
Nova Wealth Management
Florida
$11.4K +$12K +210 New
TSMHT
717
Thurston Springer Miller Herd & Titak
Indiana
$11.3K +$8.55K +150 +259%
ST
718
Smithfield Trust
Pennsylvania
$11K – – –
CIA
719
Cape Investment Advisory
Georgia
$10.5K +$114 +2 +1%
DCM
720
Davis Capital Management
Florida
$10.4K – – –
CPG
721
Cornerstone Planning Group
New Jersey
$9.02K +$684 +12 +8%
HC
722
Hoese & Co
Minnesota
$8.71K +$9.12K +160 New
BAM
723
Byrne Asset Management
New Jersey
$8.48K – – –
CT
724
Caldwell Trust
Florida
$8.17K – – –
IHWM
725
Iron Horse Wealth Management
Iowa
$8.17K – – –
27 28
29
30 31