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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
776
Bell Investment Advisors
California
$7.26K -$829 -14 -11%
PSFG
777
Park Square Financial Group
Georgia
$6.94K – – –
MHR
778
Matthew Hamilton Rosenberg
$6.82K – – –
FFO
779
Fortitude Family Office
Arizona
$6.5K -$32.4K -548 -84%
BWL
780
Bogart Wealth LLC
Virginia
$6.31K – – –
PWA
781
Provenance Wealth Advisors
Florida
$6.31K – – –
HNW
782
High Note Wealth
Minnesota
$5.81K +$3.2K +54 +142%
T
783
Transce3nd
Texas
$5.74K -$94.4K -1,595 -95%
SRCM
784
Signature Resources Capital Management
California
$5.74K – – –
WPA
785
Wealth Preservation Advisors
Tennessee
$5.49K +$5.15K +87 New
SCB
786
Saudi Central Bank
Saudi Arabia
$5.43K +$5.09K +86 New
MAM
787
Meeder Asset Management
Ohio
$5.3K -$3.26K -55 -40%
Optiver Holding
788
Optiver Holding
Netherlands
$5.17K +$4.85K +82 New
B
789
Birchbrook
Maine
$5.05K – – –
AV
790
ASR Vermogensbeheer
Netherlands
$4.99K +$4.68K +79 New
DWM
791
Dogwood Wealth Management
Kansas
$4.46K +$59 +1 +1%
BF
792
BOK Financial
Oklahoma
$4.29K – – –
PPA
793
Painted Porch Advisors
California
$4.1K +$3.85K +65 New
Cohen & Steers
794
Cohen & Steers
New York
$4K -$2.49K -42 -37%
CA
795
Clearstead Advisors
Ohio
$3.22K -$3.43K -58 -53%
S
796
Sachetta
Massachusetts
$3.22K +$1.01K +17 +50%
IA
797
IFS Advisors
Kansas
$3.03K – – –
PPC
798
Park Place Capital
Alabama
$2.97K +$2.78K +47 New
HWP
799
Highline Wealth Partners
California
$2.27K +$2.13K +36 New
MG
800
Mather Group
Illinois
$2.14K -$1.48K -25 -42%