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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$255K -$859K -16,958 -76%
WA
227
Wealthstar Advisors
Texas
$247K +$203 +4 +0.1%
Balyasny Asset Management
228
Balyasny Asset Management
Illinois
$247K +$267K +5,271 New
PTC
229
Private Trust Company
Ohio
$239K +$34.8K +687 +16%
EVM
230
Eaton Vance Management
Massachusetts
$235K -$62.4K -1,231 -20%
PAM
231
Panagora Asset Management
Massachusetts
$234K
P
232
Pitcairn
Pennsylvania
$233K -$152 -3 -0.1%
RSWM
233
Robertson Stephens Wealth Management
California
$221K
SPIA
234
Steward Partners Investment Advisory
New York
$212K +$1.06K +21 +0.5%
AAS
235
Avantax Advisory Services
Texas
$208K +$355 +7 +0.2%
AssetMark Inc
236
AssetMark Inc
California
$208K +$212K +4,193 +1,823%
FTDI
237
First Trust Direct Indexing
Massachusetts
$207K +$5.17K +102 +2%
MA
238
Mutual Advisors
Nebraska
$202K
SOW
239
State of Wyoming
Wyoming
$172K +$69.4K +1,369 +60%
BAM
240
Byrne Asset Management
New Jersey
$170K -$31.7K -625 -15%
MLICM
241
Metropolitan Life Insurance Company (MetLife)
New York
$156K -$53.7K -1,060 -24%
SSG
242
Summit Securities Group
New York
$150K -$167K -3,300 -51%
CL
243
CSS LLC
Illinois
$145K +$157K +3,090 New
HWA
244
Heritage Wealth Advisors
Virginia
$141K
IA
245
IFP Advisors
Florida
$113K
GC
246
Globeflex Capital
California
$101K
S
247
SignatureFD
Georgia
$99K +$5.07K +100 +5%
GRP
248
Global Retirement Partners
California
$98K +$304 +6 +0.3%
APA
249
American Portfolios Advisors
New York
$88.2K +$4.05K +80 +4%
PA
250
PSI Advisors
Florida
$86K -$25.5K -504 -22%