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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
801
Red Tortoise LLC
Georgia
$2.02K – – –
CAL
802
Capital Advisors Ltd
Ohio
$2K +$474 +8 +26%
HI
803
Horizon Investments
North Carolina
$1.51K +$1.42K +24 New
BWM
804
Bernard Wealth Management
Michigan
$1.39K +$1.3K +22 New
MCM
805
MV Capital Management
Maryland
$1.33K -$30.2K -510 -96%
CA
806
Continuum Advisory
Idaho
$1.2K – – –
PWAM
807
Private Wealth Asset Management
Iowa
$1.2K +$1.13K +19 New
RWM
808
Rialto Wealth Management
New York
$1.14K +$1.06K +18 New
MHIP
809
Mountain Hill Investment Partners
New Jersey
$1.03K – – –
DF
810
Dunhill Financial
United Kingdom
$912 – – –
RWM
811
Raffa Wealth Management
District of Columbia
$884 – – –
CH
812
Cromwell Holdings
Wyoming
$768 +$710 +12 New
VWA
813
Valued Wealth Advisors
Utah
$704 – – –
RIL
814
Rothschild Investment LLC
Illinois
$631 – – –
BI
815
Binnacle Investments
Iowa
$505 +$474 +8 New
HHGA
816
Halbert Hargrove Global Advisors
California
$471 +$414 +7 New
PWA
817
Principia Wealth Advisory
Texas
$468 +$355 +6 +300%
GEA
818
Glen Eagle Advisors
New Jersey
$379 – – –
CA
819
Crewe Advisors
Utah
$316 – – –
WW
820
Winnow Wealth
Texas
$316 +$59 +1 +25%
ACA
821
American Capital Advisory
Idaho
$253 +$237 +4 New
TFM
822
TFC Financial Management
Massachusetts
$127 – – –
GP
823
Greenline Partners
New York
$126 +$118 +2 New
JWA
824
JFS Wealth Advisors
Pennsylvania
$30 – – –
Alyeska Investment Group
825
Alyeska Investment Group
Illinois
– -$12.7M -232,463 Closed