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Healthcare Realty

Name Holding Trade Value Shares
Change
Change in
Stake
AG
401
AmeriFlex Group
Nevada
$2.74K – – –
Blue Trust Inc
402
Blue Trust Inc
Georgia
$2.68K +$2.36K +142 +835%
SouthState Corp
403
SouthState Corp
Florida
$2.28K +$2.24K +135 New
Hantz Financial Services
404
Hantz Financial Services
Michigan
$2K +$2.13K +128 New
HM Payson & Co
405
HM Payson & Co
Maine
$1.69K – – –
IRC
406
Investors Research Corp
Georgia
$1.64K – – –
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$1.33K +$1.31K +79 New
CIBC Private Wealth Group
408
CIBC Private Wealth Group
Georgia
$1.28K +$17 +1 +1%
CAL
409
Capital Advisors Ltd
Ohio
$1K – – –
CPG
410
Cornerstone Planning Group
New Jersey
$912 -$798 -48 -45%
S
411
Sachetta
Massachusetts
$862 – – –
PWA
412
Physician Wealth Advisors
Utah
$727 – – –
FMP
413
Financial Management Professionals
Texas
$693 – – –
PTC
414
Private Trust Company
Ohio
$575 -$100 -6 -15%
TSMHT
415
Thurston Springer Miller Herd & Titak
Indiana
$574 – – –
RWM
416
Raffa Wealth Management
District of Columbia
$524 – – –
HFS
417
Hughes Financial Services
Virginia
$508 +$499 +30 New
TFM
418
TFC Financial Management
Massachusetts
$474 +$465 +28 New
DF
419
Dunhill Financial
United Kingdom
$441 – – –
TWD
420
True Wealth Design
Ohio
$288 -$22.1K -1,330 -99%
BGAI
421
Bruce G. Allen Investments
Colorado
$254 – – –
PWAM
422
Private Wealth Asset Management
Iowa
$220 +$216 +13 New
MCM
423
MV Capital Management
Maryland
$136 -$66 -4 -33%
Mather Group
424
Mather Group
Illinois
$101 – – –
PWA
425
Principia Wealth Advisory
Texas
$16 +$17 +1 New