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EPR Properties

Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
401
Institutional & Family Asset Management
Colorado
$4K
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$4K
SCA
403
Stonebridge Capital Advisors
Minnesota
$4K
EWM
404
EPG Wealth Management
Georgia
$4K +$3.69K +50 New
MCM
405
McMillion Capital Management
North Carolina
$4K +$4.43K +60 New
OSAM
406
O'Shaughnessy Asset Management
Connecticut
$3K -$3.98K -54 -60%
GWS
407
Glassman Wealth Services
Virginia
$3K
WCG
408
Weaver Consulting Group
California
$3K
KFS
409
Kelly Financial Services
Massachusetts
$2.33K
AWM
410
Avior Wealth Management
Nebraska
$2K
CFA
411
Carroll Financial Associates
North Carolina
$2K
HGWM
412
Harvest Group Wealth Management
Massachusetts
$2K
TL
413
TrueWealth LLC
Georgia
$2K
WAP
414
Wealthcare Advisory Partners
Pennsylvania
$2K
HWM
415
HighMark Wealth Management
Minnesota
$2K +$2.21K +30 New
LFA
416
Lighthouse Financial Advisors
Maryland
$2K +$2.29K +31 New
DOA
417
D'Orazio & Associates
Virginia
$1K
EARNEST Partners
418
EARNEST Partners
Georgia
$1K
TFO
419
Tarbox Family Office
California
$1K
TFGT
420
TS Financial Group (TSFG)
Illinois
$1K
IWP
421
IAG Wealth Partners
Wisconsin
$1K +$295 +4 New
BCWM
422
Bartlett & Co Wealth Management
Ohio
$994
ED
423
Exane Derivatives
France
$578
CC
424
Carlson Capital
Texas
-$11.9M -155,019 Closed
ESCM
425
Echo Street Capital Management
New York
-$8.47M -110,240 Closed