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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
301
Brasada Capital Management
Texas
$27K – – –
APP
302
Avantax Planning Partners
Iowa
$27K +$27.2K +400 New
SIS
303
Sound Income Strategies
Florida
$26K – – –
QCG
304
Quadrant Capital Group
Ohio
$25K – – –
CAG
305
Csenge Advisory Group
Florida
$24K -$198K -2,915 -89%
VCM
306
Versant Capital Management
Arizona
$24K -$1.77K -26 -7%
AIL
307
AGF Investments LLC
Ontario, Canada
$24K – – –
RFM
308
Royal Fund Management
Florida
$24K – – –
TWA
309
TCI Wealth Advisors
Arizona
$24K – – –
KTC
310
Kistler-Tiffany Companies
Pennsylvania
$23K +$13.6K +200 +147%
PG
311
Patten Group
Tennessee
$21K – – –
JA
312
JOYN Advisors
Georgia
$21K +$1.16K +17 +6%
CFGS
313
Concourse Financial Group Securities
Alabama
$18K +$18.3K +269 New
FPFS
314
First Personal Financial Services
North Carolina
$17K – – –
CFA
315
Carroll Financial Associates
North Carolina
$16K – – –
Fuller & Thaler Asset Management
316
Fuller & Thaler Asset Management
California
$16K – – –
AP
317
Arlington Partners
Alabama
$15K – – –
NFG
318
Next Financial Group
Texas
$15K +$14.8K +218 New
BC
319
Barnett & Company
Tennessee
$14K -$6.79K -100 -33%
CWA
320
Clarus Wealth Advisors
Arizona
$14K – – –
GWA
321
Guidant Wealth Advisors
Illinois
$14K – – –
QCIG
322
Quad-Cities Investment Group
Iowa
$14K – – –
FL
323
Fort LP
Maryland
$14K +$13.9K +205 New
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$12K – – –
WAM
325
Wealthspire Advisors (Maryland)
Maryland
$11K – – –