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Equity Lifestyle Properties
ELS

Name Holding Trade Value Shares
Change 		Change in
Stake
TAP
451
Tounjian Advisory Partners
Florida
$1.24K +$1.2K +19 New
FFO
452
Fortitude Family Office
Arizona
$1.1K -$3.1K -49 -74%
APFP
453
Action Point Financial Planning
Michigan
$1.03K +$1.14K +18 New
BWL
454
Bogart Wealth LLC
Virginia
$1.03K -$2.91K -46 -74%
WCM
455
Winthrop Capital Management
Indiana
$1K – – –
IWP
456
IAG Wealth Partners
Wisconsin
$967 – – –
AIS
457
Advocate Investing Services
Maryland
$902 – – –
TSMHT
458
Thurston Springer Miller Herd & Titak
Indiana
$902 – – –
HFS
459
Hughes Financial Services
Virginia
$838 +$506 +8 +160%
RWM
460
Raffa Wealth Management
District of Columbia
$773 – – –
FMP
461
Financial Management Professionals
Texas
$715 – – –
TFA
462
Transamerica Financial Advisors
Florida
$714 +$190 +3 +38%
SWM
463
SHP Wealth Management
Massachusetts
$645 -$190 -3 -23%
DF
464
Dunhill Financial
United Kingdom
$635 – – –
CFO
465
CVA Family Office
Colorado
$516 – – –
CFM
466
Cornerstone Financial Management
Massachusetts
$516 +$506 +8 New
AT
467
Arlington Trust
Alabama
$451 – – –
PWA
468
Principia Wealth Advisory
Texas
$387 -$316 -5 -45%
NB
469
NBT Bank
New York
$387 – – –
QWM
470
Quaker Wealth Management
New Jersey
$387 – – –
CIAM
471
Caitong International Asset Management
Hong Kong
$322 -$97.7K -1,546 -100%
PS
472
Planning Strategies
Pennsylvania
$258 +$253 +4 New
ACA
473
American Capital Advisory
Idaho
$129 – – –
GEA
474
Glen Eagle Advisors
New Jersey
$129 – – –
MB
475
MidFirst Bank
Oklahoma
$64 – – –
17 18
19
20 21