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Healthcare Realty

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
401
Investors Research Corp
Georgia
$1.64K
HHCP
402
Hilton Head Capital Partners
South Carolina
$1.41K +$1.48K +83 New
NEWAS
403
N.E.W. Advisory Services
Wisconsin
$1.34K
MCM
404
Manchester Capital Management
Vermont
$1.14K +$1.19K +67 New
PTC
405
Private Trust Company
Ohio
$1.05K
CFM
406
Cornerstone Financial Management
Massachusetts
$1.02K +$1.07K +60 New
PWA
407
Physician Wealth Advisors
Utah
$1K
CAL
408
Capital Advisors Ltd
Ohio
$1K
PWMG
409
Prestige Wealth Management Group
New Jersey
$763 -$25K -1,406 -97%
S
410
Sachetta
Massachusetts
$695
CH
411
Cromwell Holdings
Wyoming
$678
CJ
412
Caitlin John
Michigan
$636 +$18 +1 +3%
TSMHT
413
Thurston Springer Miller Herd & Titak
Indiana
$576
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$525
RWM
415
Raffa Wealth Management
District of Columbia
$525
SC
416
SouthState Corp
Florida
$339
DF
417
Dunhill Financial
United Kingdom
$329 +$338 +19 New
BGAI
418
Bruce G. Allen Investments
Colorado
$254
PWAM
419
Private Wealth Asset Management
Iowa
$220
KFAS
420
Keating Financial Advisory Services
Kansas
$220 +$231 +13 New
MCM
421
MV Capital Management
Maryland
$136
HFS
422
Hughes Financial Services
Virginia
$34 +$36 +2 New
LIP
423
Lighthouse Investment Partners
Florida
-$9.12M -506,000 Closed
QT
424
Quantbot Technologies
New York
-$4.26M -236,282 Closed
VLKIM
425
Van Lanschot Kempen Investment Management
Netherlands
-$4.22M -234,021 Closed