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EPR Properties
EPR

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
351
CSat Investment Advisory
Michigan
$15K +$3.04K +40 +26%
PCG
352
Private Capital Group
Connecticut
$14K -$114K -1,497 -89%
ASN
353
Advisory Services Network
Georgia
$14K – – –
PWMG
354
Prestige Wealth Management Group
New Jersey
$14K – – –
MSFP
355
Mark Sheptoff Financial Planning
Connecticut
$14K +$13.7K +180 New
SIS
356
Sound Income Strategies
Florida
$13K – – –
WTC
357
WhitTier Trust Company
Nevada
$13K – – –
AIM
358
Anchor Investment Management
South Carolina
$11.9K – – –
APA
359
American Portfolios Advisors
New York
$11.9K +$381 +5 +3%
CFGS
360
Concourse Financial Group Securities
Alabama
$11K -$283K -3,721 -96%
AIM
361
Advantage Investment Management
Iowa
$11K – – –
MWNA
362
Marshall Wace North America
New York
$11K +$11.3K +149 New
GI
363
Gradient Investments
Minnesota
$10K – – –
LWANC
364
Laurel Wealth Advisors (North Carolina)
North Carolina
$10K – – –
VCM
365
Versant Capital Management
Arizona
$9K -$2.82K -37 -23%
MFT
366
Moisand Fitzgerald Tamayo
Florida
$9K – – –
AF
367
Allworth Financial
California
$9K +$76 +1 +0.9%
WT
368
Whittier Trust
California
$9K +$8.45K +111 New
CAC
369
Certified Advisory Corp
Florida
$8K – – –
JCM
370
Jacobi Capital Management
Pennsylvania
$8K +$152 +2 +2%
VNA
371
Valley National Advisers
Pennsylvania
$8K +$7.61K +100 New
MAM
372
Meeder Asset Management
Ohio
$7K -$7.84K -103 -54%
OSAM
373
O'Shaughnessy Asset Management
Connecticut
$7K -$228 -3 -3%
SIM
374
Sonora Investment Management
Arizona
$7K – – –
SF
375
Synovus Financial
Georgia
$6K +$6.17K +81 New
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15
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