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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
301
Orion Capital Management
California
$5K
SAM
302
Strategic Asset Management
Minnesota
$5K
VNA
303
Valley National Advisers
Pennsylvania
$5K
WT
304
Whittier Trust
California
$5K
PFS
305
Prospera Financial Services
Texas
$4K -$5.07K -100 -53%
CFGS
306
Concourse Financial Group Securities
Alabama
$4K
CWAF
307
Core Wealth Advisors (Florida)
Florida
$4K
GI
308
Gradient Investments
Minnesota
$4K
TWM
309
Tradition Wealth Management
Minnesota
$4K +$51 +1 +1%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$4K +$304 +6 +8%
EI
311
Ellevest Inc
New York
$3K -$659 -13 -19%
GWS
312
Glassman Wealth Services
Virginia
$3K
JWM
313
Janiczek Wealth Management
Colorado
$3K
RDFA
314
Ritter Daniher Financial Advisory
Ohio
$3K
WBC
315
West Branch Capital
Massachusetts
$3K
FPS
316
Fieldpoint Private Securities
Connecticut
$2K -$2.28K -45 -53%
Bessemer Group
317
Bessemer Group
New Jersey
$2K
CFO
318
CVA Family Office
Colorado
$2K
LPWM
319
Lake Point Wealth Management
Texas
$2K
STCOSD
320
Sageworth Trust Company of South Dakota
South Dakota
$2K
PI
321
PEAK6 Investments
Illinois
$1.31K -$231K -4,556 -99%
TPCW
322
TD Private Client Wealth
New York
$1.17K
C
323
Covestor
United Kingdom
$1K -$51 -1 -6%
BC
324
Bartlett & Co
Ohio
$1K
EARNEST Partners
325
EARNEST Partners
Georgia
$1K