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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$252K -$78K -290 -25%
FRA
452
Frank Rimerman Advisors
California
$246K +$227K +844 New
OCA
453
OpenArc Corporate Advisory
Georgia
$246K +$269 +1 +0.1%
EGM
454
Engineers Gate Manager
New York
$245K -$219K -814 -49%
PA
455
Profund Advisors
Maryland
$245K -$3.23K -12 -1%
5NPW
456
55 North Private Wealth
Florida
$240K +$221K +824 New
AFG
457
Atomi Financial Group
New York
$236K -$17.2K -64 -7%
SFSG
458
Sound Financial Strategies Group
Mississippi
$233K -$98.1K -365 -31%
LFG
459
Larson Financial Group
Missouri
$232K +$121K +450 +131%
VAS
460
Vestmark Advisory Solutions
Massachusetts
$231K -$31.4K -117 -13%
JCM
461
Jacobi Capital Management
Pennsylvania
$230K +$212K +790 New
MA
462
Mutual Advisors
Nebraska
$229K +$211K +784 New
MAS
463
Meeder Advisory Services
Ohio
$228K +$210K +783 New
GRP
464
Global Retirement Partners
California
$227K +$209K +779 New
SFS
465
Sowell Financial Services
Arkansas
$221K +$203K +756 New
SFA
466
Sequoia Financial Advisors
Ohio
$220K +$203K +754 New
RSWM
467
Robertson Stephens Wealth Management
California
$219K +$201K +746 New
ASBI
468
American State Bank (Iowa)
Iowa
$218K +$201K +748 New
EV
469
EJMK Ventures
Illinois
$217K +$199K +741 New
AWM
470
Apollon Wealth Management
South Carolina
$216K +$199K +740 New
GIA
471
Gateway Investment Advisers
Ohio
$215K -$101K -377 -34%
AWM
472
Aprio Wealth Management
Georgia
$213K +$196K +729 New
EPW
473
Evolve Private Wealth
California
$213K +$194K +723 New
HCM
474
Howard Capital Management
Georgia
$210K +$194K +721 New
SAM
475
Sagewood Asset Management
New York
$207K +$191K +711 New
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