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Essential Properties Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
201
Metropolitan Life Insurance Company (MetLife)
New York
$347K -$20.1K -803 -6%
TFS
202
Thoroughbred Financial Services
Tennessee
$343K +$16.4K +654 +5%
HWM
203
Hohimer Wealth Management
Washington
$339K +$319K +12,732 New
BC
204
Bridgefront Capital
Texas
$323K +$60.6K +2,417 +25%
KPWS
205
Kestra Private Wealth Services
Texas
$319K +$297K +11,829 New
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$318K +$299K +11,910 New
AQR Capital Management
207
AQR Capital Management
Connecticut
$307K +$70.7K +2,822 +32%
CAN
208
Cetera Advisor Networks
California
$302K -$6.34K -253 -2%
CGH
209
Crossmark Global Holdings
Texas
$302K -$1.71K -68 -0.6%
VF
210
Virtu Financial
New York
$290K +$273K +10,889 New
Commonwealth Equity Services
211
Commonwealth Equity Services
Massachusetts
$288K -$21.1K -843 -7%
Creative Planning
212
Creative Planning
Kansas
$287K -$3.69K -147 -1%
MGP
213
Metis Global Partners
California
$282K +$5.59K +223 +2%
PWP
214
Pursue Wealth Partners
California
$282K +$265K +10,560 New
X
215
Xponance
Pennsylvania
$281K -$35.9K -1,432 -12%
NW
216
Naviter Wealth
Arkansas
$279K +$259K +10,350 New
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$269K -$4.31K -172 -2%
NSEDCP
218
NJ State Employees Deferred Compensation Plan
New Jersey
$267K
Squarepoint
219
Squarepoint
New York
$266K +$7.52K +300 +3%
CIBC Asset Management
220
CIBC Asset Management
Ontario, Canada
$264K -$13.4K -533 -5%
RG
221
Renaissance Group
Kentucky
$254K +$1.4K +56 +0.6%
VU
222
Vanderbilt University
Tennessee
$253K +$238K +9,477 New
CTC
223
Cetera Trust Company
Minnesota
$251K
Pathstone Holdings
224
Pathstone Holdings
New Jersey
$247K +$32.5K +1,297 +16%
C
225
Covestor
United Kingdom
$242K +$702 +28 +0.3%