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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
326
North Star Investment Management
Illinois
$15.2K
WAG
327
Wiser Advisor Group
Arizona
$14.3K +$158 +5 +1%
WTC
328
WhitTier Trust Company
Nevada
$13.3K -$2.76K -87 -17%
KFAS
329
Keating Financial Advisory Services
Kansas
$11.1K +$3.36K +106 +41%
LI
330
LRI Investments
Florida
$11K +$11.5K +362 New
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$10.7K +$222 +7 +2%
SIS
332
Sound Income Strategies
Florida
$10.4K
PA
333
Parallel Advisors
California
$10.2K +$2.73K +86 +34%
ASN
334
Advisory Services Network
Georgia
$8.23K +$8.59K +271 New
LFG
335
Larson Financial Group
Missouri
$7.92K
HIA
336
Harbor Investment Advisory
Maryland
$7.86K
BWA
337
Basecamp Wealth Advisors
Washington
$7.71K
TCM
338
Triumph Capital Management
Colorado
$7.28K -$3.17K -100 -30%
RIL
339
Rothschild Investment LLC
Illinois
$6.07K +$1.84K +58 +41%
QL
340
Quarry LP
New York
$5.77K -$9.22K -291 -60%
VWM
341
Vermillion Wealth Management
Minnesota
$5.5K
KFI
342
Key Financial Inc
Pennsylvania
$4.62K
HNW
343
High Note Wealth
Minnesota
$4.58K
KG
344
Kilter Group
New York
$4.28K +$32 +1 +0.7%
BBHC
345
Brown Brothers Harriman & Co
New York
$4.25K -$253 -8 -5%
SS
346
Sunbelt Securities
Texas
$4.1K
MCM
347
MAI Capital Management
Ohio
$3.79K +$2.6K +82 +191%
CPG
348
Cornerstone Planning Group
New Jersey
$3.74K +$1.52K +48 +66%
MNA
349
Manning & Napier Advisors
New York
$3.66K +$1.9K +60 +102%
RF
350
Rossby Financial
Florida
$3.61K +$2.79K +88 +293%