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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
251
Prestige Wealth Management Group
New Jersey
$8K
VNA
252
Valley National Advisers
Pennsylvania
$7K -$2.53K -60 -30%
NSIM
253
North Star Investment Management
Illinois
$7K
RIA
254
RPG Investment Advisory
California
$7K
KTC
255
Kistler-Tiffany Companies
Pennsylvania
$6K
PFBT
256
Parkside Financial Bank & Trust
Missouri
$6K
Fidelity Investments
257
Fidelity Investments
Massachusetts
$6K +$2.49K +59 +86%
LWP
258
Laurel Wealth Planning
Minnesota
$5K
MFT
259
Moisand Fitzgerald Tamayo
Florida
$5K
OCM
260
Orion Capital Management
California
$5K
CAC
261
Certified Advisory Corp
Florida
$5K +$4.13K +98 New
WT
262
Whittier Trust
California
$5K +$4.68K +111 New
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$4K -$4.55K -108 -60%
EI
264
Ellevest Inc
New York
$4K
FPS
265
Fieldpoint Private Securities
Connecticut
$4K
GI
266
Gradient Investments
Minnesota
$4K
SIM
267
Sonora Investment Management
Arizona
$4K
WCM
268
Wealthcare Capital Management
Virginia
$4K +$3.54K +84 New
TPCW
269
TD Private Client Wealth
New York
$3.87K
AF
270
Allworth Financial
California
$3K
CWAF
271
Core Wealth Advisors (Florida)
Florida
$3K
GWS
272
Glassman Wealth Services
Virginia
$3K
RDFA
273
Ritter Daniher Financial Advisory
Ohio
$3K
SFS
274
Sowell Financial Services
Arkansas
$3K +$548 +13 +33%
PCG
275
Private Capital Group
Connecticut
$2K -$1.73K -41 -46%