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Equity Lifestyle Properties
ELS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
451
Fortitude Family Office
Arizona
$1.1K -$3.1K -49 -74%
APFP
452
Action Point Financial Planning
Michigan
$1.03K +$1.14K +18 New
BWL
453
Bogart Wealth LLC
Virginia
$1.03K -$2.91K -46 -74%
WCM
454
Winthrop Capital Management
Indiana
$1K – – –
IWP
455
IAG Wealth Partners
Wisconsin
$967 – – –
AIS
456
Advocate Investing Services
Maryland
$902 – – –
TSMHT
457
Thurston Springer Miller Herd & Titak
Indiana
$902 – – –
HFS
458
Hughes Financial Services
Virginia
$838 +$506 +8 +160%
RWM
459
Raffa Wealth Management
District of Columbia
$773 – – –
FMP
460
Financial Management Professionals
Texas
$715 – – –
TFA
461
Transamerica Financial Advisors
Florida
$714 +$190 +3 +38%
SWM
462
SHP Wealth Management
Massachusetts
$645 -$190 -3 -23%
DF
463
Dunhill Financial
United Kingdom
$635 – – –
CFO
464
CVA Family Office
Colorado
$516 – – –
CFM
465
Cornerstone Financial Management
Massachusetts
$516 +$506 +8 New
AT
466
Arlington Trust
Alabama
$451 – – –
PWA
467
Principia Wealth Advisory
Texas
$387 -$316 -5 -45%
NB
468
NBT Bank
New York
$387 – – –
QWM
469
Quaker Wealth Management
New Jersey
$387 – – –
CIAM
470
Caitong International Asset Management
Hong Kong
$322 -$97.7K -1,546 -100%
PS
471
Planning Strategies
Pennsylvania
$258 +$253 +4 New
ACA
472
American Capital Advisory
Idaho
$129 – – –
GEA
473
Glen Eagle Advisors
New Jersey
$129 – – –
MB
474
MidFirst Bank
Oklahoma
$64 – – –
AWM
475
Activest Wealth Management
Florida
$64 +$63 +1 New
17 18
19
20 21