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Empire State Realty Series ES
ESBA
ESBA
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TW
26
Transform Wealth
Greenwood Village,
Colorado
| $115K | – | – | – |
|
27
Creative Planning
Overland Park,
Kansas
| $110K | – | – | – |
|
|
JLBC
28
J.L. Bainbridge & Co
Sarasota,
Florida
| $99K | – | – | – |
|
29
Ameriprise
Minneapolis,
Minnesota
| $89K | +$122K | +10,000 | New |
|
30
UBS Group
Zurich,
Switzerland
| $87K | -$116K | -9,552 | -50% |
|
|
CTB
31
Country Trust Bank
Bloomington,
Illinois
| $82K | – | – | – |
|
32
JP Morgan Chase
New York
| $68K | +$92.9K | +7,619 | New |
|
|
RWA
33
Ropes Wealth Advisors
Boston,
Massachusetts
| $38K | – | – | – |
|
34
Osaic Holdings
Scottsdale,
Arizona
| $30K | +$40.9K | +3,356 | New |
|
|
VI
35
Vestcor Inc
Fredericton,
New Brunswick, Canada
| $16K | – | – | – |
|
|
PWMG
36
Prestige Wealth Management Group
Flemington,
New Jersey
| $10K | – | – | – |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| $8K | – | – | – |
|
|
AC
38
Alexandria Capital
Arlington,
Virginia
| – | -$180K | -12,904 | Closed |
|
|
TFA
39
Tobias Financial Advisors
Plantation,
Florida
| – | -$97K | -7,026 | Closed |
|