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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
826
SJS Investment Consulting
Ohio
$10.2K
OW
827
Olistico Wealth
Oklahoma
$9.65K -$7.33K -100 -43%
OCWP
828
Owl Creek Wealth Partners
Colorado
$9.65K +$733 +10 +8%
BCM
829
Blume Capital Management
California
$9.58K
PWMG
830
Private Wealth Management Group
New Jersey
$9.29K
SWP
831
Strategic Wealth Partners
Ohio
$8.15K -$14.4K -196 -63%
ACA
832
Atlas Capital Advisors
Wyoming
$8.01K
MAS
833
MPWM Advisory Solutions
Georgia
$7.79K
BWL
834
Bogart Wealth LLC
Virginia
$7.65K
HWA
835
HHM Wealth Advisors
Tennessee
$7.44K
APFP
836
Action Point Financial Planning
Michigan
$6.87K +$7.25K +99 New
KAS
837
Kemnay Advisory Services
New York
$6.65K +$293 +4 +4%
SRCM
838
Signature Resources Capital Management
California
$6.51K
HNW
839
High Note Wealth
Minnesota
$6.29K +$147 +2 +2%
DWM
840
Dogwood Wealth Management
Kansas
$6.08K -$4.25K -58 -41%
B
841
Birchbrook
Maine
$5.72K
WETS
842
Wealth Enhancement Trust Services
South Dakota
$5.29K +$5.42K +74 New
WAG
843
Wilkerson Advisory Group
Missouri
$5K
FFO
844
Fortitude Family Office
Arizona
$4.58K
MCA
845
McGuire Capital Advisors
Oklahoma
$4.15K
RWM
846
Rialto Wealth Management
New York
$4.08K +$2.27K +31 +119%
CH
847
Cromwell Holdings
Wyoming
$3.69K +$1.1K +15 +42%
Kayne Anderson Rudnick Investment Management
848
Kayne Anderson Rudnick Investment Management
California
$3.64K +$3.66K +50 New
SMBT
849
Southern Michigan Bank & Trust
Michigan
$3.58K -$4.84K -66 -57%
HIMS
850
Hager Investment Management Services
New Hampshire
$3.58K +$3.66K +50 New