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Essex Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
401
First Trust Direct Indexing
Massachusetts
$212K +$219K +1,000 New
LNWWM
402
Laird Norton Wetherby Wealth Management
California
$211K +$217K +995 New
CCG
403
Cypress Capital Group
Florida
$208K -$5.03K -23 -2%
BF
404
BOK Financial
Oklahoma
$203K +$209K +958 New
Rockefeller Capital Management
405
Rockefeller Capital Management
New York
$195K -$31K -142 -13%
AIP
406
Ameritas Investment Partners
Nebraska
$180K -$503K -2,300 -73%
ASBI
407
American State Bank (Iowa)
Iowa
$179K
LWP
408
Lumature Wealth Partners
Georgia
$164K -$4.81K -22 -3%
PCOC
409
Power Corp of Canada
Canada
$159K -$164K -750 -50%
AF
410
Allworth Financial
California
$153K -$527K -2,410 -77%
S
411
SignatureFD
Georgia
$139K +$56.6K +259 +65%
BAMF
412
BI Asset Management Fondsmaeglerselskab
Denmark
$137K +$141K +645 New
WVP
413
Worth Venture Partners
New Jersey
$135K +$139K +635 New
SWA
414
Sutton Wealth Advisors
Florida
$125K -$1.31K -6 -1%
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$117K -$87K -398 -42%
CI Investments Inc
416
CI Investments Inc
Ontario, Canada
$115K +$100K +459 +560%
T
417
TOBAM
France
$113K +$36.1K +165 +45%
QCG
418
Quadrant Capital Group
Ohio
$103K -$22.7K -104 -18%
SIM
419
Sentry Investment Management
Wisconsin
$96K +$2.84K +13 +3%
Capstone Investment Advisors
420
Capstone Investment Advisors
New York
$94.9K +$97.9K +448 New
CT
421
Cambridge Trust
Massachusetts
$92K
FDCDDQ
422
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.1K
NICM
423
Neo Ivy Capital Management
New York
$86K +$89.2K +408 New
HCA
424
Harbor Capital Advisors
Illinois
$80.5K +$14.9K +68 +22%
CFFP
425
Center for Financial Planning
Michigan
$74.2K