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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Smartleaf Asset Management
Massachusetts
$53.8K – – –
GWM
377
Geneos Wealth Management
Colorado
$53.7K +$512 +9 +1%
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$51.7K -$41.7K -734 -45%
C
379
Covestor
United Kingdom
$49K +$37.1K +652 +315%
TWD
380
True Wealth Design
Ohio
$47.2K +$6.71K +118 +17%
FDW
381
Fourth Dimension Wealth
Ohio
$43.5K +$14.2K +250 +50%
QL
382
Quarry LP
New York
$42.1K +$16.7K +294 +68%
TC
383
Truvestments Capital
Florida
$38.8K +$38K +669 New
EWP
384
Elevation Wealth Partners
California
$38.1K +$33K +580 +753%
SW
385
StrongBox Wealth
Missouri
$34.8K +$34.1K +600 New
SWM
386
Spire Wealth Management
Virginia
$34.7K -$341 -6 -1%
Loomis, Sayles & Company
387
Loomis, Sayles & Company
Massachusetts
$32.8K – – –
SIM
388
Synergy Investment Management
Florida
$31.9K +$341 +6 +1%
BCM
389
Blume Capital Management
California
$31.5K +$30.8K +542 New
AFC
390
Ares Financial Consulting
California
$30.2K +$284 +5 +1%
FB
391
First Bancorp
Maine
$27K +$26.4K +465 New
BTI
392
Blue Trust Inc
Georgia
$25.9K +$57 +1 +0.2%
BIAS
393
Beacon Investment Advisory Services
New Jersey
$23.2K – – –
AUB
394
Atlantic Union Bankshares
Virginia
$22K – – –
CT
395
Clearstead Trust
Maine
$20.8K – – –
TCM
396
TD Capital Management
Tennessee
$20.7K -$11.1K -196 -35%
CT
397
Colonial Trust
South Carolina
$20.3K – – –
MG
398
Mather Group
Illinois
$20K – – –
ABWM
399
Alpine Bank Wealth Management
Colorado
$20K +$19.6K +344 New
Mirae Asset Global Investments
400
Mirae Asset Global Investments
South Korea
$18.3K -$71.2K -1,253 -80%