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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
476
Stonebridge Capital Advisors
Minnesota
$9K – – –
SAI
477
Systematic Alpha Investments
New Jersey
$9K +$2.36K +8 +40%
ZB
478
Zions Bancorporation
Utah
$8K -$295 -1 -4%
LWCFA
479
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$7.08K +24 New
CFD
480
Creative Financial Designs
Indiana
$6K – – –
EWA
481
Evolution Wealth Advisors
Florida
$6K – – –
TLCM
482
Twin Lakes Capital Management
California
$6K +$295 +1 +5%
GAM
483
Gemmer Asset Management
California
$5K – – –
HI
484
Harbour Investments
Wisconsin
$5K – – –
SFSIG
485
San Francisco Sentry Investment Group
California
$5K – – –
SIM
486
Sonora Investment Management
Arizona
$4K – – –
TFO
487
Tarbox Family Office
California
$4K – – –
WPA
488
West Paces Advisors
Georgia
$3.9K +$1.48K +5 +63%
ACA
489
Atlas Capital Advisors
Wyoming
$3.3K +$3.24K +11 New
AF
490
Advisornet Financial
Minnesota
$3K – – –
CWM
491
Cranbrook Wealth Management
Michigan
$3K – – –
FHC
492
First Horizon Corporation
Tennessee
$3K – – –
HR
493
Howe & Rusling
New York
$3K – – –
EBA
494
Eagle Bay Advisors
New York
$3K +$2.06K +7 New
RWM
495
Raffa Wealth Management
District of Columbia
$2.4K – – –
BWM
496
BerganKDV Wealth Management
Minnesota
$2K – – –
EFSCE
497
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
SFO
498
Standard Family Office
South Dakota
$2K – – –
FMP
499
Financial Management Professionals
Texas
$2K +$1.48K +5 New
SB
500
Strategic Blueprint
Georgia
$2K +$1.48K +5 New
18 19
20
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