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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
876
MV Capital Management
Maryland
$1.65K -$220 -3 -12%
JWA
877
JFS Wealth Advisors
Pennsylvania
$1.45K +$1.47K +20 New
PWA
878
Principia Wealth Advisory
Texas
$1.43K – – –
APW
879
Allied Private Wealth
Florida
$1.43K +$1.47K +20 New
CA
880
Continuum Advisory
Idaho
$1.36K +$1.39K +19 New
TAP
881
Tounjian Advisory Partners
Florida
$1.29K +$1.32K +18 New
NB
882
NBT Bank
New York
$1.14K – – –
CJ
883
Caitlin John
Michigan
$1.13K -$733 -10 -38%
BF
884
Brooklyn FI
New York
$1.06K +$1.03K +14 New
RWM
885
Raffa Wealth Management
District of Columbia
$1K -$3K -41 -75%
FC
886
Financial Consulate
Maryland
$1K – – –
CMP
887
Coston McIsaac & Partners
Maine
$1K – – –
DF
888
Dunhill Financial
United Kingdom
$873 – – –
VWA
889
Valued Wealth Advisors
Utah
$797 – – –
MAM
890
Morse Asset Management
Connecticut
$715 +$733 +10 New
QWM
891
Quaker Wealth Management
New Jersey
$572 – – –
ACA
892
American Capital Advisory
Idaho
$501 – – –
JFA
893
JNBA Financial Advisors
Minnesota
$501 +$513 +7 New
PS
894
Planning Strategies
Pennsylvania
$501 +$513 +7 New
GEA
895
Glen Eagle Advisors
New Jersey
$429 – – –
PWMG
896
Prestige Wealth Management Group
New Jersey
$363 +$220 +3 +150%
CIA
897
Cape Investment Advisory
Georgia
$358 +$366 +5 New
BHWM
898
Beaird Harris Wealth Management
Texas
$215 – – –
AWM
899
Activest Wealth Management
Florida
$215 +$73 +1 +50%
TFM
900
TFC Financial Management
Massachusetts
$143 – – –