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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$11.4K -198 -73%
CAC
302
Certified Advisory Corp
Florida
$2K
CWAF
303
Core Wealth Advisors (Florida)
Florida
$2K
GI
304
Gradient Investments
Minnesota
$2K
SIM
305
Sonora Investment Management
Arizona
$2K
SF
306
Synovus Financial
Georgia
$2K
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$2K +$2.29K +40 +138%
GWS
308
Glassman Wealth Services
Virginia
$2K +$2.64K +46 +124%
TPCW
309
TD Private Client Wealth
New York
$1.24K -$516 -9 -15%
LPWM
310
Lake Point Wealth Management
Texas
$1K -$5.68K -99 -72%
EWM
311
EPG Wealth Management
Georgia
$1K
IWP
312
IAG Wealth Partners
Wisconsin
$1K
IFAM
313
Institutional & Family Asset Management
Colorado
$1K
MCM
314
McMillion Capital Management
North Carolina
$1K
WAMC
315
Western Asset Management Company
California
$1K +$172 +3 New
WCG
316
Weaver Consulting Group
California
$1K +$1.43K +25 +76%
CAGAS
317
Capital Advisory Group Advisory Services
Minnesota
$1K +$1.55K +27 New
KFI
318
Key Financial Inc
Pennsylvania
$1K +$1.55K +27 New
PHK
319
Point72 Hong Kong
Hong Kong
$1K +$3.04K +53 New
Rockefeller Capital Management
320
Rockefeller Capital Management
New York
$1K +$3.27K +57 New
EI
321
Ellevest Inc
New York
$1K +$3.33K +58 New
MAM
322
Meeder Asset Management
Ohio
$1K +$3.33K +58 New
FAM
323
Fred Alger Management
New York
$1K +$3.44K +60 New
KFS
324
Kelly Financial Services
Massachusetts
$799
BCWM
325
Bartlett & Co Wealth Management
Ohio
$344