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Equity Lifestyle Properties

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
476
Plato Investment Management
Australia
$1.02K – – –
HWM
477
Hemington Wealth Management
Virginia
$1K – – –
RWM
478
Rialto Wealth Management
New York
$972 +$486 +8 +100%
M
479
MOTCO
Texas
$971 – – –
BWL
480
Bogart Wealth LLC
Virginia
$971 +$971 +16 New
CFO
481
CVA Family Office
Colorado
$971 +$971 +16 New
IWP
482
IAG Wealth Partners
Wisconsin
$911 – – –
TSMHT
483
Thurston Springer Miller Herd & Titak
Indiana
$849 -$425 -7 -33%
RWM
484
Raffa Wealth Management
District of Columbia
$728 – – –
TIM
485
Tortoise Investment Management
New York
$728 +$121 +2 +20%
EP
486
Essential Partners
California
$615 -$71.2K -1,173 -99%
RFP
487
Root Financial Partners
California
$607 +$607 +10 New
NA
488
NewEdge Advisors
Louisiana
$546 – – –
TFA
489
Transamerica Financial Advisors
Florida
$488 +$486 +8 New
NSIM
490
North Star Investment Management
Illinois
$486 +$486 +8 New
RWS
491
Retirement Wealth Solutions
Wisconsin
$425 +$425 +7 New
BBHC
492
Brown Brothers Harriman & Co
New York
$304 -$1.46K -24 -83%
JWM
493
JPL Wealth Management
Colorado
$243 +$243 +4 New
QWM
494
Quaker Wealth Management
New Jersey
$243 +$243 +4 New
ACA
495
American Capital Advisory
Idaho
$122 -$182 -3 -60%
GEA
496
Glen Eagle Advisors
New Jersey
$121 – – –
RCM
497
Raleigh Capital Management
North Carolina
$50 -$364 -6 -86%
Norges Bank
498
Norges Bank
Norway
– -$165M -2,673,301 Closed
HRES
499
Heitman Real Estate Securities
Illinois
– -$35M -567,948 Closed
CIMLRA
500
CBRE Investment Management Listed Real Assets
Pennsylvania
– -$28.6M -464,333 Closed