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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SWS
251
SYSTM Wealth Solutions
Illinois
$9.87K +$8.88K +383 New
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$8.59K -$3.96K -171 -34%
LFA
253
LGT Financial Advisors
Texas
$8K
HIA
254
Harbor Investment Advisory
Maryland
$6.62K
RFG
255
RFP Financial Group
Georgia
$6.62K +$6K +259 New
RFS
256
Richardson Financial Services
Massachusetts
$6.57K +$5.96K +257 New
PA
257
Parallel Advisors
California
$5.55K +$4.08K +176 +429%
BTI
258
Blue Trust Inc
Georgia
$5K +$5.66K +244 New
CA
259
Clearstead Advisors
Ohio
$4.42K +$1.83K +79 +84%
GRP
260
Global Retirement Partners
California
$4.33K +$1.58K +68 +67%
PVH
261
Psagot Value Holdings
Israel
$4K +$3.04K +131 +1,008%
KFI
262
Key Financial Inc
Pennsylvania
$3.88K
Bessemer Group
263
Bessemer Group
New Jersey
$3K -$93 -4 -4%
AssetMark Inc
264
AssetMark Inc
California
$2.94K +$2.67K +115 New
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$2.71K
AWM
266
Abound Wealth Management
Tennessee
$2.1K +$1.41K +61 +290%
NS
267
NBC Securities
Alabama
$2K -$788 -34 -26%
VNA
268
Valley National Advisers
Pennsylvania
$2K +$2.09K +90 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.2K -$7.05K -304 -87%
DA
270
Denali Advisors
California
$971 +$348 +15 +65%
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$818 -$1.04K -45 -58%
WTC
272
WhitTier Trust Company
Nevada
$815 -$209 -9 -22%
HI
273
Horizon Investments
North Carolina
$256 +$232 +10 New
CIMLRA
274
CBRE Investment Management Listed Real Assets
Pennsylvania
-$28.1M -1,301,220 Closed
Balyasny Asset Management
275
Balyasny Asset Management
Illinois
-$13.5M -621,917 Closed