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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
SOW
276
State of Wyoming
Wyoming
$66.4K -$61K -1,859 -47%
CIBC Private Wealth Group
277
CIBC Private Wealth Group
Georgia
$63.2K
HWA
278
Heritage Wealth Advisors
Virginia
$48.5K
QL
279
Quarry LP
New York
$45.4K +$38.8K +1,182 +439%
VCM
280
Versant Capital Management
Arizona
$37.9K +$27.1K +827 +215%
Jones Financial Companies
281
Jones Financial Companies
Missouri
$36.9K +$36.7K +1,119 +1,834%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$36K +$1.11K +34 +3%
CIAM
283
Caitong International Asset Management
Hong Kong
$35.5K +$37.2K +1,134 New
FWM
284
FLP Wealth Management
Arkansas
$34.5K +$36.1K +1,102 New
MPWT
285
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$15.3K +468 +75%
ADL
286
Asset Dedication LLC
California
$30.1K
CWM
287
Crowley Wealth Management
Delaware
$27.5K +$28.9K +880 New
LC
288
Lindbrook Capital
California
$24.3K
TPCW
289
TD Private Client Wealth
New York
$22.8K
PHK
290
Point72 Hong Kong
Hong Kong
$21.9K
AF
291
Allworth Financial
California
$21.7K -$33 -1 -0.1%
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$20.4K +$1.11K +34 +5%
CI Investments Inc
293
CI Investments Inc
Ontario, Canada
$20K +$21.2K +647 New
BC
294
Bayforest Capital
United Kingdom
$19.1K +$20K +611 New
Bessemer Group
295
Bessemer Group
New Jersey
$19K -$4.53K -138 -19%
BIA
296
Bell Investment Advisors
California
$17.9K -$885 -27 -5%
EWA
297
EverSource Wealth Advisors
Alabama
$17.7K -$3.21K -98 -15%
SWM
298
Spire Wealth Management
Virginia
$15.8K +$16.6K +506 New
NSIM
299
North Star Investment Management
Illinois
$15.6K
UB
300
UMB Bank
Missouri
$14.4K