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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
851
McGuire Capital Advisors
Oklahoma
$4.15K – – –
RWM
852
Rialto Wealth Management
New York
$4.08K +$2.27K +31 +119%
CH
853
Cromwell Holdings
Wyoming
$3.69K +$1.1K +15 +42%
Kayne Anderson Rudnick Investment Management
854
Kayne Anderson Rudnick Investment Management
California
$3.64K +$3.66K +50 New
SMBT
855
Southern Michigan Bank & Trust
Michigan
$3.58K -$4.84K -66 -57%
HIMS
856
Hager Investment Management Services
New Hampshire
$3.58K +$3.66K +50 New
LF
857
LifeSteps Financial
California
$3.58K +$3.66K +50 New
IA
858
IFS Advisors
Kansas
$3.43K – – –
W
859
WealthCollab
Washington
$3.36K – – –
KFAS
860
Keating Financial Advisory Services
Kansas
$3.36K +$366 +5 +12%
MNA
861
Manning & Napier Advisors
New York
$3.31K +$2.49K +34 +309%
BIA
862
Bell Investment Advisors
California
$3.15K – – –
BWS
863
Buck Wealth Strategies
Colorado
$2.79K +$2.86K +39 New
HFS
864
Hughes Financial Services
Virginia
$2.72K +$1.1K +15 +65%
FNWA
865
Financial Network Wealth Advisors
Utah
$2.65K – – –
HWP
866
Highline Wealth Partners
California
$2.57K – – –
S
867
Sachetta
Massachusetts
$2.43K – – –
DF
868
Downshift Financial
Colorado
$2.29K +$2.35K +32 New
SGFG
869
Silver Grove Financial Group
New York
$2.29K +$2.35K +32 New
CFM
870
Cornerstone Financial Management
Massachusetts
$2.15K -$1.17K -16 -35%
BF
871
BOK Financial
Oklahoma
$2.07K +$2.13K +29 New
CAL
872
Capital Advisors Ltd
Ohio
$2K – – –
CFO
873
CVA Family Office
Colorado
$1.93K – – –
RWS
874
Retirement Wealth Solutions
Wisconsin
$1.72K – – –
TWIM
875
TIAA Wealth Investment Management
New York
$1.68K -$14.4K -197 -90%