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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
351
Destination Wealth Management
California
$4K +$3.81K +56 New
LWA
352
Lowe Wealth Advisors
Maryland
$4K +$3.81K +56 New
DBT
353
Dubuque Bank & Trust
Iowa
$3K
IFAM
354
Institutional & Family Asset Management
Colorado
$3K
SFM
355
Signet Financial Management
New Jersey
$3K
DSI
356
Daiwa SB Investments
Japan
$3K +$2.04K +30 +150%
KJWM
357
Kiley Juergens Wealth Management
Washington
$2K -$7.2K -106 -77%
GWS
358
Glassman Wealth Services
Virginia
$2K -$136 -2 -8%
AWM
359
Avior Wealth Management
Nebraska
$2K
CAGAS
360
Capital Advisory Group Advisory Services
Minnesota
$2K
WAP
361
Wealthcare Advisory Partners
Pennsylvania
$2K
OIA
362
OneDigital Investment Advisors
Kansas
$2K +$68 +1 +4%
BC
363
Bartlett & Co
Ohio
$1K
EARNEST Partners
364
EARNEST Partners
Georgia
$1K
Toronto Dominion Bank
365
Toronto Dominion Bank
Ontario, Canada
$1K +$1.16K +17 New
MWPCG
366
Measured Wealth Private Client Group
New Hampshire
$1K +$1.22K +18 New
BCWM
367
Bartlett & Co Wealth Management
Ohio
$963
PIA
368
Piedmont Investment Advisors
North Carolina
-$1.09M -16,755 Closed
IA
369
Icon Advisers
Colorado
-$1.08M -16,600 Closed
LSAG
370
Lake Street Advisors Group
New Hampshire
-$900K -13,886 Closed
VF
371
Virtu Financial
New York
-$812K -12,537 Closed
PCM
372
Price Capital Management
Louisiana
-$736K -11,359 Closed
Canada Pension Plan Investment Board
373
Canada Pension Plan Investment Board
Ontario, Canada
-$505K -7,800 Closed
AAM
374
Advisors Asset Management
Colorado
-$483K -7,453 Closed
BCM
375
BlueCrest Capital Management
Jersey
-$468K -7,220 Closed