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Healthcare Realty

Name Holding Trade Value Shares
Change
Change in
Stake
MFW
301
Mosaic Family Wealth
Missouri
$29K
PCP
302
Proficio Capital Partners
Massachusetts
$28K
PHK
303
Point72 Hong Kong
Hong Kong
$25K +$24.2K +871 New
MIM
304
MetLife Investment Management
New Jersey
$24.2K +$15.8K +567 +201%
OIA
305
OneDigital Investment Advisors
Kansas
$24K
BWM
306
BerganKDV Wealth Management
Minnesota
$22K
FHA
307
Flagship Harbor Advisors
Massachusetts
$21K +$250 +9 +1%
CIA
308
Cascade Investment Advisors
Oregon
$18.6K
GI
309
Gradient Investments
Minnesota
$17K +$195 +7 +1%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$16K -$16.3K -585 -51%
FWM
311
Focused Wealth Management
New York
$14K
LWS
312
Lucia Wealth Services
California
$14K +$13.9K +500 New
EFSCE
313
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$3.12K -112 -20%
RE
314
RBC Europe
United Kingdom
$11.4K
EWM
315
Endurance Wealth Management
Rhode Island
$9K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$8.92K
LFG
317
LifePlan Financial Group
Ohio
$8K
KFS
318
Kelly Financial Services
Massachusetts
$7.86K +$7.65K +275 New
Rockefeller Capital Management
319
Rockefeller Capital Management
New York
$7K -$3.81K -137 -36%
BCA
320
Berman Capital Advisors
Georgia
$6K +$2.2K +79 +52%
IFAM
321
Institutional & Family Asset Management
Colorado
$5K -$2.06K -74 -30%
LC
322
Lindbrook Capital
California
$5K +$2.95K +106 +145%
CHP
323
Cable Hill Partners
Oregon
$5K +$4.7K +169 New
S
324
SignatureFD
Georgia
$5K +$4.89K +176 New
LWM
325
Lenox Wealth Management
Ohio
$4K -$36.8K -1,323 -90%