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EPR Properties 5.75% Series C Preferred Shares

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$24.1K -$26.6K -1,048 -53%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$20.5K -$482 -19 -2%
MWA
28
Medallion Wealth Advisors
Connecticut
$6.58K +$102 +4 +2%
Steward Partners Investment Advisory
29
Steward Partners Investment Advisory
New York
$3.94K – – –
TD Private Client Wealth
30
TD Private Client Wealth
New York
$2.02K +$203 +8 +11%
Westwood Holdings Group
31
Westwood Holdings Group
Texas
– -$700K -31,000 Closed
CL
32
CSS LLC
Illinois
– -$259K -11,457 Closed
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
– -$215K -9,496 Closed
SeaCrest Wealth Management
34
SeaCrest Wealth Management
New York
– -$213K -9,425 Closed
GAA
35
Global Assets Advisory
Florida
– -$57.1K -6,988 Closed
Advisory Services Network
36
Advisory Services Network
Georgia
– -$34.6K -1,532 Closed