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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$230K +$240K +7,561 New
GHAM
277
Gilman Hill Asset Management
Connecticut
$220K +$7.92K +250 +4%
CCM
278
Cullen Capital Management
New York
$216K
HWM
279
Hohimer Wealth Management
Washington
$211K +$2.98K +94 +1%
OSAM
280
O'Shaughnessy Asset Management
Connecticut
$209K +$218K +6,880 New
GM
281
GeoWealth Management
Illinois
$208K +$217K +6,863 New
AHL
282
Abel Hall LLC
Louisiana
$202K +$211K +6,662 New
GT
283
Glenmede Trust
Pennsylvania
$202K -$367K -11,576 -63%
SCM
284
Shelton Capital Management
Colorado
$201K +$210K +6,621 New
Osaic Holdings
285
Osaic Holdings
Arizona
$194K -$200K -6,322 -50%
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$191K +$172K +5,427 +637%
US Bancorp
287
US Bancorp
Minnesota
$189K +$37.6K +1,188 +24%
KBC Group
288
KBC Group
Belgium
$176K
AAM
289
Advisors Asset Management
Colorado
$166K +$8.02K +253 +5%
GI
290
GAMMA Investing
California
$160K +$28.9K +913 +21%
AUB
291
Atlantic Union Bankshares
Virginia
$139K
S
292
SignatureFD
Georgia
$138K +$13.4K +423 +10%
C
293
Covestor
United Kingdom
$125K -$140K -4,403 -52%
SOAMC
294
Spirit of America Management Corp
New York
$121K +$127K +4,000 New
PWPS
295
Pinnacle Wealth Planning Services
Ohio
$102K +$507 +16 +0.5%
MCA
296
McGuire Capital Advisors
Oklahoma
$102K
HI
297
Horizon Investments
North Carolina
$96.6K +$19.3K +608 +24%
Jones Financial Companies
298
Jones Financial Companies
Missouri
$94.2K +$49.8K +1,573 +103%
GFM
299
GF Fund Management
China
$91K -$9.09K -287 -9%
Rockefeller Capital Management
300
Rockefeller Capital Management
New York
$75.9K +$58.9K +1,860 +291%