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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
826
Basecamp Wealth Advisors
Washington
$11.9K – – –
ZBNA
827
Zions Bancorporation, National Association
Utah
$11.7K +$3.96K +54 +49%
MP
828
McDonald Partners
Ohio
$11.7K +$12K +164 New
KFI
829
Key Financial Inc
Pennsylvania
$11.5K -$60.4K -824 -84%
BAM
830
Byrne Asset Management
New Jersey
$10.8K – – –
T
831
Tidemark
California
$10.3K – – –
SIC
832
SJS Investment Consulting
Ohio
$10.2K – – –
OW
833
Olistico Wealth
Oklahoma
$9.65K -$7.33K -100 -43%
OCWP
834
Owl Creek Wealth Partners
Colorado
$9.65K +$733 +10 +8%
BCM
835
Blume Capital Management
California
$9.58K – – –
PWMG
836
Private Wealth Management Group
New Jersey
$9.29K – – –
SWP
837
Strategic Wealth Partners
Ohio
$8.15K -$14.4K -196 -63%
ACA
838
Atlas Capital Advisors
Wyoming
$8.01K – – –
MAS
839
MPWM Advisory Solutions
Georgia
$7.79K – – –
BWL
840
Bogart Wealth LLC
Virginia
$7.65K – – –
HWA
841
HHM Wealth Advisors
Tennessee
$7.44K – – –
APFP
842
Action Point Financial Planning
Michigan
$6.87K +$7.25K +99 New
KAS
843
Kemnay Advisory Services
New York
$6.65K +$293 +4 +4%
SRCM
844
Signature Resources Capital Management
California
$6.51K – – –
HNW
845
High Note Wealth
Minnesota
$6.29K +$147 +2 +2%
DWM
846
Dogwood Wealth Management
Kansas
$6.08K -$4.25K -58 -41%
B
847
Birchbrook
Maine
$5.72K – – –
WETS
848
Wealth Enhancement Trust Services
South Dakota
$5.29K +$5.42K +74 New
WAG
849
Wilkerson Advisory Group
Missouri
$5K – – –
FFO
850
Fortitude Family Office
Arizona
$4.58K – – –