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W.P. Carey

Name Holding Trade Value Shares
Change
Change in
Stake
CJ
876
Caitlin John
Michigan
$1.13K -$733 -10 -38%
BF
877
Brooklyn FI
New York
$1.06K +$1.03K +14 New
RWM
878
Raffa Wealth Management
District of Columbia
$1K -$3K -41 -75%
FC
879
Financial Consulate
Maryland
$1K
CMP
880
Coston McIsaac & Partners
Maine
$1K
DF
881
Dunhill Financial
United Kingdom
$873
VWA
882
Valued Wealth Advisors
Utah
$797
MAM
883
Morse Asset Management
Connecticut
$715 +$733 +10 New
QWM
884
Quaker Wealth Management
New Jersey
$572
ACA
885
American Capital Advisory
Idaho
$501
JFA
886
JNBA Financial Advisors
Minnesota
$501 +$513 +7 New
PS
887
Planning Strategies
Pennsylvania
$501 +$513 +7 New
GEA
888
Glen Eagle Advisors
New Jersey
$429
PWMG
889
Prestige Wealth Management Group
New Jersey
$363 +$220 +3 +150%
CIA
890
Cape Investment Advisory
Georgia
$358 +$366 +5 New
BHWM
891
Beaird Harris Wealth Management
Texas
$215
AWM
892
Activest Wealth Management
Florida
$215 +$73 +1 +50%
TFM
893
TFC Financial Management
Massachusetts
$143
PMFA
894
Plante Moran Financial Advisors
Michigan
$143 +$147 +2 New
BCV
895
Banque Cantonale Vaudoise
Switzerland
$81 +$83.4K +1,138 New
SIM
896
Synergy Investment Management
Florida
$75 +$73 +1 New
KG
897
Kilter Group
New York
$28
Alyeska Investment Group
898
Alyeska Investment Group
Illinois
-$45.2M -664,468 Closed
Qube Research & Technologies (QRT)
899
Qube Research & Technologies (QRT)
United Kingdom
-$23.6M -346,578 Closed
VLKIM
900
Van Lanschot Kempen Investment Management
Netherlands
-$10.5M -155,149 Closed