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Essential Properties Realty Trust
EPRT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
326
Key Financial Inc
Pennsylvania
$4.51K – – –
HNW
327
High Note Wealth
Minnesota
$4.48K +$152 +5 +3%
BBHC
328
Brown Brothers Harriman & Co
New York
$4.39K +$4.51K +148 New
RIL
329
Rothschild Investment LLC
Illinois
$4.21K -$1.16K -38 -21%
KG
330
Kilter Group
New York
$4.15K +$4.27K +140 New
SS
331
Sunbelt Securities
Texas
$4K – – –
VWWMG
332
Vermillion & White Wealth Management Group
Pennsylvania
$3.74K +$3.84K +126 New
FMII
333
Farmers & Merchants Investments Inc
Nebraska
$3.14K – – –
QA
334
Quattro Advisors
Pennsylvania
$2.81K +$2.9K +95 New
WB
335
Webster Bank
Connecticut
$2.23K – – –
CPG
336
Cornerstone Planning Group
New Jersey
$2.14K +$640 +21 +40%
AFC
337
Ares Financial Consulting
California
$2.02K +$2.07K +68 New
MNA
338
Manning & Napier Advisors
New York
$1.77K +$1.8K +59 New
PWA
339
Physician Wealth Advisors
Utah
$1.72K +$1.77K +58 New
NS
340
NBC Securities
Alabama
$1.51K -$152 -5 -9%
SFS
341
Sunrise Financial Services
Washington
$1.42K +$1.46K +48 New
MCM
342
MAI Capital Management
Ohio
$1.28K – – –
DT
343
DV Trading
Illinois
$1.25K +$1.28K +42 New
EW
344
Elyxium Wealth
California
$1.25K +$1.28K +42 New
EP
345
Essential Partners
California
$949 -$91 -3 -9%
AW
346
Ankerstar Wealth
Texas
$929 +$945 +31 New
PTC
347
Private Trust Company
Ohio
$890 – – –
RF
348
Rossby Financial
Florida
$890 +$427 +14 +88%
SPIA
349
Steward Partners Investment Advisory
New York
$564 -$14.9K -490 -96%
SRCM
350
Signature Resources Capital Management
California
$534 +$549 +18 New
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