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Healthcare Realty

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
SIM
302
Sonora Investment Management
Arizona
$24K
S
303
SignatureFD
Georgia
$23K +$10K +343 +77%
HNB
304
Huntington National Bank
Ohio
$20K +$1.84K +63 +10%
SIS
305
Sound Income Strategies
Florida
$19K
GI
306
Gradient Investments
Minnesota
$19K +$204 +7 +1%
CFO
307
CVA Family Office
Colorado
$18K
LFG
308
Larson Financial Group
Missouri
$18K
MA
309
MUFG Americas
New York
$17K +$17.2K +589 New
GKWIM
310
Gerber Kawasaki Wealth & Investment Management
California
$17K +$17.7K +606 New
RG
311
Retirement Group
California
$15K
TCWM
312
Total Clarity Wealth Management
Illinois
$15K +$14.7K +505 New
CFD
313
Creative Financial Designs
Indiana
$14K -$19K -650 -58%
EI
314
Ellevest Inc
New York
$14K +$1.72K +59 +14%
EL
315
EMFO LLC
Florida
$12K +$11.7K +400 New
MSFP
316
Mark Sheptoff Financial Planning
Connecticut
$11K
Northwestern Mutual Wealth Management
317
Northwestern Mutual Wealth Management
Wisconsin
$9K -$758 -26 -8%
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$9K
KFS
319
Kelly Financial Services
Massachusetts
$8.16K
AF
320
Advisornet Financial
Minnesota
$8K +$8.31K +285 New
PFBT
321
Parkside Financial Bank & Trust
Missouri
$7K
FDCDDQ
322
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.97K
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$6.71K -230 -53%
IFAM
324
Institutional & Family Asset Management
Colorado
$6K
GWS
325
Glassman Wealth Services
Virginia
$6K +$671 +23 +13%