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Empire State Realty Series ES
ESBA
ESBA
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $177K | +$36.3K | +2,328 | +23% |
|
27
Creative Planning
Overland Park,
Kansas
| $175K | – | – | – |
|
|
PI
28
Pathlight Investors
Phoenix,
Arizona
| $164K | +$173K | +11,107 | New |
|
|
FFW
29
Fusion Family Wealth
Woodbury,
New York
| $124K | – | – | – |
|
|
YWP
30
YorkBridge Wealth Partners
New York
| $122K | – | – | – |
|
|
RWA
31
Ropes Wealth Advisors
Boston,
Massachusetts
| $61K | – | – | – |
|
|
LTFS
32
Ladenburg Thalmann Financial Services
Miami,
Florida
| $60K | – | – | – |
|
33
Bank of America
Charlotte,
North Carolina
| $54K | – | – | – |
|
|
PWMG
34
Prestige Wealth Management Group
Flemington,
New Jersey
| $16K | +$17.5K | +1,123 | New |
|
|
CT
35
Chicago Trust
Grayslake,
Illinois
| – | -$382K | -22,903 | Closed |
|
|
SWP
36
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$143K | -8,603 | Closed |
|
|
WIA
37
Westbourne Investment Advisors
Annapolis,
Maryland
| – | -$70K | -4,215 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|