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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
401
Revisor Wealth Management
Ohio
$388K -$17.2K -64 -5%
IMPI
402
Ilmarinen Mutual Pension Insurance
Finland
$379K -$188K -700 -35%
FISPB
403
Fideuram - Intesa Sanpaolo Private Banking
$375K +$18K +67 +5%
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$375K – – –
KCM
405
Kathmere Capital Management
Pennsylvania
$373K +$97.6K +363 +40%
HWM
406
HB Wealth Management
Georgia
$367K +$338K +1,258 New
SIP
407
Snowwater Investment Partners
Connecticut
$366K -$14.8K -55 -4%
YIM
408
Yoffe Investment Management
Pennsylvania
$366K +$269 +1 +0.1%
KIA
409
KCM Investment Advisors
California
$363K – – –
ICP
410
Interchange Capital Partners
Pennsylvania
$359K +$331K +1,232 New
WT
411
Whittier Trust
California
$356K -$9.95K -37 -3%
GWP
412
Gen-Wealth Partners
Michigan
$354K -$26.6K -99 -8%
OAM
413
Ostrum Asset Management
France
$352K – – –
NG
414
Norden Group
Utah
$351K +$6.45K +24 +2%
HP
415
Havemeyer Place
Connecticut
$350K -$261K -970 -45%
ACIM
416
Azimuth Capital Investment Management
Michigan
$350K – – –
AI
417
Atria Investments
North Carolina
$350K -$200K -744 -38%
WFI
418
West Family Investments
California
$344K +$317K +1,180 New
WA
419
Waverly Advisors
Alabama
$343K +$70.4K +262 +29%
PAS
420
Park Avenue Securities
New York
$334K +$22.8K +85 +8%
KFG
421
Kingdom Financial Group
Arizona
$333K – – –
PCP
422
Proficio Capital Partners
Massachusetts
$328K +$302K +1,124 New
PCM
423
Permanent Capital Management
Illinois
$323K +$295K +1,099 New
PTP
424
Platform Technology Partners
New York
$322K +$3.76K +14 +1%
BC
425
Brookfield Corp
Ontario, Canada
$312K -$14M -52,006 -98%
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