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Essential Properties Realty Trust
EPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
326
Vermillion Wealth Management
Minnesota
$5.91K – – –
KFI
327
Key Financial Inc
Pennsylvania
$4.96K – – –
HNW
328
High Note Wealth
Minnesota
$4.67K – – –
PFBT
329
Parkside Financial Bank & Trust
Missouri
$4.47K +$2.86K +90 +191%
VWWMG
330
Vermillion & White Wealth Management Group
Pennsylvania
$4.24K +$4.13K +130 New
CPG
331
Cornerstone Planning Group
New Jersey
$3.53K +$3.49K +110 New
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$3.46K – – –
BIG
333
Brooklyn Investment Group
New York
$3.43K +$3.33K +105 New
BBHC
334
Brown Brothers Harriman & Co
New York
$3.07K – – –
BC
335
Bayforest Capital
United Kingdom
$3.04K -$16.4K -518 -85%
WTC
336
WhitTier Trust Company
Nevada
$2.84K +$1.71K +54 +164%
AAP
337
Arax Advisory Partners
Colorado
$2.74K -$8.03K -253 -75%
NS
338
NBC Securities
Alabama
$2K +$2.22K +70 New
SC
339
Stephens Consulting
Michigan
$1.63K +$1.59K +50 New
LFG
340
Larson Financial Group
Missouri
$1.57K – – –
BFS
341
Bare Financial Services
Pennsylvania
$1.5K +$1.46K +46 New
CTWM
342
Cherry Tree Wealth Management
Minnesota
$1.44K +$1.4K +44 New
SO
343
Sierra Ocean
California
$1.44K – – –
PMAM
344
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
NC
345
NewSquare Capital
Pennsylvania
$685 +$667 +21 New
SPIA
346
Steward Partners Investment Advisory
New York
$620 +$603 +19 New
HNB
347
Huntington National Bank
Ohio
$588 – – –
CA
348
Crewe Advisors
Utah
$457 – – –
AWM
349
Abound Wealth Management
Tennessee
$327 – – –
BTI
350
Blue Trust Inc
Georgia
$294 – – –
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