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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
401
Virtus ETF Advisers
New York
$230K +$9.71K +44 +5%
SC
402
Savant Capital
Illinois
$230K +$204K +926 New
RG
403
Renaissance Group
Kentucky
$229K +$203K +921 New
MRCM
404
M&R Capital Management
New Jersey
$228K +$18.3K +83 +10%
GWMR
405
GC Wealth Management RIA
Massachusetts
$228K +$203K +919 New
BFG
406
Bleakley Financial Group
New Jersey
$226K -$18.5K -84 -8%
SS
407
Simplicity Solutions
Minnesota
$226K -$18.5K -84 -8%
NIM
408
NEOS Investment Management
Connecticut
$225K +$200K +908 New
GT
409
Glenmede Trust
Pennsylvania
$223K +$198K +899 New
CCM
410
Coldstream Capital Management
Washington
$222K -$43.5K -197 -18%
FTDI
411
First Trust Direct Indexing
Massachusetts
$221K -$12.1K -55 -6%
AAM
412
Advisors Asset Management
Colorado
$216K -$22.7K -103 -11%
SW
413
SVB Wealth
Massachusetts
$216K +$192K +871 New
PAS
414
Park Avenue Securities
New York
$211K +$188K +851 New
IIC
415
Ironwood Investment Counsel
Arizona
$211K +$188K +850 New
ASBI
416
American State Bank (Iowa)
Iowa
$209K – – –
SFG
417
Sovereign Financial Group
Connecticut
$209K +$186K +842 New
CAS
418
Coppell Advisory Solutions
Texas
$205K +$182K +825 New
TPWA
419
TRUE Private Wealth Advisors
Oregon
$204K +$182K +824 New
CWI
420
Conscious Wealth Investments
Florida
$203K +$192K +869 New
LNC
421
Lincoln National Corp
Pennsylvania
$203K -$39K -177 -18%
AIP
422
Ameritas Investment Partners
Nebraska
$189K -$176K -800 -51%
CSC
423
Caldwell Sutter Capital
California
$184K +$4.19K +19 +3%
AF
424
Allworth Financial
California
$170K -$5.74K -26 -4%
HWA
425
Heritage Wealth Advisors
Virginia
$166K +$147K +668 New
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