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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
226
Focus Partners Wealth
Massachusetts
$302K +$6.71K +147 +2%
IPW
227
Impact Partnership Wealth
Georgia
$300K +$279K +6,114 New
NW
228
Naviter Wealth
Arkansas
$295K -$1.78K -39 -0.6%
SAM
229
Securian Asset Management
Minnesota
$289K -$6.71K -147 -2%
D.E. Shaw & Co
230
D.E. Shaw & Co
New York
$287K +$47.6K +1,042 +22%
PA
231
Parallel Advisors
California
$280K +$81.2K +1,778 +45%
PAM
232
Panagora Asset Management
Massachusetts
$278K -$27.8K -609 -10%
BAM
233
Byrne Asset Management
New Jersey
$270K +$251K +5,505 New
CL
234
Choreo LLC
Illinois
$266K +$11.1K +243 +5%
CAPTRUST Financial Advisors
235
CAPTRUST Financial Advisors
North Carolina
$264K +$21.9K +480 +10%
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$258K +$240K +5,261 New
US Bancorp
237
US Bancorp
Minnesota
$252K +$7.81K +171 +3%
AWS
238
Atria Wealth Solutions
New York
$245K +$10.2K +223 +5%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$245K +$7.49K +164 +3%
FPAS
240
Focus Partners Advisor Solutions
Missouri
$239K +$223K +4,881 New
FTDI
241
First Trust Direct Indexing
Massachusetts
$235K -$685 -15 -0.3%
RSWM
242
Robertson Stephens Wealth Management
California
$232K -$2.28K -50 -1%
BC
243
Burney Company
Virginia
$230K +$214K +4,698 New
P
244
Pitcairn
Pennsylvania
$230K -$29.2K -640 -12%
SWP
245
Stratos Wealth Partners
Ohio
$229K -$4.57K -100 -2%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$225K +$209K +4,583 New
CBOR
247
Community Bank of Raymore
Missouri
$223K -$25.3K -555 -11%
CIC
248
Cornercap Investment Counsel
Georgia
$222K -$831K -18,195 -80%
PS
249
Presima Securities
Quebec, Canada
$216K +$201K +4,400 New
MSRPS
250
Maryland State Retirement & Pension System
Maryland
$209K -$86.9K -1,904 -31%