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Empire State Realty Series ES
ESBA
ESBA
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KFS
26
Kurt F. Somerville
| $200K | -$19.8K | -1,000 | -9% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $177K | – | – | – |
|
|
RWA
28
Ropes Wealth Advisors
Boston,
Massachusetts
| $172K | – | – | – |
|
|
AIM
29
Acrospire Investment Management
Chicago,
Illinois
| $76K | +$59.3K | +3,001 | +384% |
|
|
TIM
30
Tortoise Investment Management
White Plains,
New York
| $43K | – | – | – |
|
|
WAM
31
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $23K | – | – | – |
|
32
Stifel Financial
St. Louis,
Missouri
| – | -$718K | -34,411 | Closed |
|
|
RC
33
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$210K | -10,065 | Closed |
|
|
IWMPD
34
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$120K | -5,736 | Closed |
|