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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
226
Cambria Investment Management
California
$453K -$111K -3,504 -20%
P
227
&Partners
Tennessee
$449K +$6.41K +202 +1%
EC
228
EntryPoint Capital
New York
$447K +$435K +13,700 New
TFS
229
Thoroughbred Financial Services
Tennessee
$437K
DFCM
230
Dark Forest Capital Management
Puerto Rico
$410K +$399K +12,559 New
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$405K -$413 -13 -0.1%
Creative Planning
232
Creative Planning
Kansas
$390K -$39.5K -1,245 -9%
CCIA
233
Campbell & Co Investment Adviser
Maryland
$389K +$378K +11,905 New
PCM
234
Polymer Capital Management
New York
$387K +$377K +11,868 New
Mirae Asset Global Investments
235
Mirae Asset Global Investments
South Korea
$387K -$10K -316 -3%
Mackenzie Financial
236
Mackenzie Financial
Ontario, Canada
$380K -$1.04M -32,632 -74%
Lido Advisors
237
Lido Advisors
California
$371K -$3.4M -106,962 -90%
CGH
238
Crossmark Global Holdings
Texas
$367K -$2.83K -89 -0.8%
PMA
239
Prudent Man Advisors
Illinois
$365K
USAA
240
United Services Automobile Association
Texas
$365K
BCM
241
Bayesian Capital Management
New York
$362K +$352K +11,100 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$352K +$13.3K +419 +4%
CAM
243
Cresset Asset Management
Illinois
$349K +$13.5K +426 +4%
PWP
244
Pursue Wealth Partners
California
$345K
Cambridge Investment Research Advisors
245
Cambridge Investment Research Advisors
Iowa
$340K -$307K -9,661 -48%
Cerity Partners
246
Cerity Partners
New York
$330K -$246K -7,756 -43%
NSEDCP
247
NJ State Employees Deferred Compensation Plan
New Jersey
$326K
BCI
248
Brinker Capital Investments
Pennsylvania
$323K -$10.1K -317 -3%
OPS
249
Orion Portfolio Solutions
Nebraska
$323K -$10.1K -317 -3%
Los Angeles Capital Management
250
Los Angeles Capital Management
California
$322K