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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$4.8K +$4.03K +58 +414%
FA
802
Financial Avengers
California
$3.57K +$70 +1 +2%
BCWM
803
Bartlett & Co Wealth Management
Ohio
$3.29K – – –
IA
804
IFS Advisors
Kansas
$3.24K – – –
BF
805
BOK Financial
Oklahoma
$3.17K – – –
BC
806
Bartlett & Co
Ohio
$3K – – –
EAM
807
Eukles Asset Management
Ohio
$2.03K – – –
PPC
808
Park Place Capital
Alabama
$1.96K – – –
DWA
809
Delos Wealth Advisors
Texas
$1.91K – – –
NCM
810
Northwest Capital Management
Oregon
$1.69K +$1.81K +26 New
BAAM
811
Baker Avenue Asset Management
California
$1.49K +$1.53K +22 New
LOIP
812
Live Oak Investment Partners
Texas
$1.35K – – –
BWL
813
Bogart Wealth LLC
Virginia
$1.15K – – –
CWC
814
Carolinas Wealth Consulting
North Carolina
$1.1K +$348 +5 +45%
RMC
815
Resources Management Corp
Connecticut
$1K -$1.26M -18,154 -100%
RWM
816
Raffa Wealth Management
District of Columbia
$946 – – –
GEA
817
Glen Eagle Advisors
New Jersey
$406 – – –
TFM
818
TFC Financial Management
Massachusetts
$406 +$417 +6 New
AWM
819
Abound Wealth Management
Tennessee
$271 +$278 +4 New
SVCP
820
Silicon Valley Capital Partners
California
$20 – – –
Capital World Investors
821
Capital World Investors
California
– -$202M -2,656,327 Closed
RC
822
Resolution Capital
Australia
– -$31.8M -418,813 Closed
Point72 Asset Management
823
Point72 Asset Management
Connecticut
– -$14.7M -193,480 Closed
CWM
824
CIBC World Markets
New York
– -$5.3M -69,866 Closed
GCC
825
Guardian Capital (Canada)
Ontario, Canada
– -$4.97M -65,485 Closed