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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Prestige Wealth Management Group
New Jersey
$9K – – –
RIA
277
RPG Investment Advisory
California
$8K – – –
PFBT
278
Parkside Financial Bank & Trust
Missouri
$8K +$348 +7 +5%
KTC
279
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$7K +$6.61K +133 New
LWP
281
Laurel Wealth Planning
Minnesota
$6K – – –
MFT
282
Moisand Fitzgerald Tamayo
Florida
$6K – – –
WT
283
Whittier Trust
California
$6K – – –
EI
284
Ellevest Inc
New York
$6K +$945 +19 +22%
VNA
285
Valley National Advisers
Pennsylvania
$5K -$1.99K -40 -29%
GI
286
Gradient Investments
Minnesota
$5K – – –
OCM
287
Orion Capital Management
California
$5K – – –
SIM
288
Sonora Investment Management
Arizona
$5K – – –
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.24K +25 +35%
TCM
290
TD Capital Management
Tennessee
$5K +$4.52K +91 New
TPCW
291
TD Private Client Wealth
New York
$4.37K – – –
AF
292
Allworth Financial
California
$4K – – –
CWAF
293
Core Wealth Advisors (Florida)
Florida
$4K – – –
FPS
294
Fieldpoint Private Securities
Connecticut
$4K – – –
WBC
295
West Branch Capital
Massachusetts
$4K +$3.38K +68 New
TWM
296
Tradition Wealth Management
Minnesota
$4K +$3.78K +76 New
HNB
297
Huntington National Bank
Ohio
$4K +$4.03K +81 +8,100%
GWS
298
Glassman Wealth Services
Virginia
$3K – – –
PCG
299
Private Capital Group
Connecticut
$3K – – –
RDFA
300
Ritter Daniher Financial Advisory
Ohio
$3K – – –