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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$4K
MFT
252
Moisand Fitzgerald Tamayo
Florida
$4K
PFBT
253
Parkside Financial Bank & Trust
Missouri
$4K
LWP
254
Laurel Wealth Planning
Minnesota
$4K +$3.35K +114 New
PCG
255
Private Capital Group
Connecticut
$3K -$3.12K -106 -54%
GI
256
Gradient Investments
Minnesota
$3K
SIM
257
Sonora Investment Management
Arizona
$3K
FPS
258
Fieldpoint Private Securities
Connecticut
$3K +$2.5K +85 New
EI
259
Ellevest Inc
New York
$3K +$2.56K +87 New
OCM
260
Orion Capital Management
California
$3K +$2.94K +100 New
TPCW
261
TD Private Client Wealth
New York
$2.7K -$618 -21 -20%
Fidelity Investments
262
Fidelity Investments
Massachusetts
$2K -$4.26K -145 -68%
TPWA
263
TRUE Private Wealth Advisors
Oregon
$2K -$1.24K -42 -39%
AF
264
Allworth Financial
California
$2K
CWAF
265
Core Wealth Advisors (Florida)
Florida
$2K
GWS
266
Glassman Wealth Services
Virginia
$2K
JWM
267
Janiczek Wealth Management
Colorado
$2K +$1.38K +47 New
RDFA
268
Ritter Daniher Financial Advisory
Ohio
$2K +$1.59K +54 New
DWMG
269
DB Wealth Management Group
California
$2K +$1.82K +62 New
PWPS
270
Pinnacle Wealth Planning Services
Ohio
$2K +$1.82K +62 New
IA
271
Inspire Advisors
Idaho
$2K +$1.97K +67 New
TWM
272
Tradition Wealth Management
Minnesota
$2K +$2.24K +76 New
KFS
273
Kelly Financial Services
Massachusetts
$1.07K
TWA
274
TCI Wealth Advisors
Arizona
$1K -$353 -12 -29%
AWM
275
Avior Wealth Management
Nebraska
$1K