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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
476
Annis Gardner Whiting Capital Advisors
Florida
$21.3K – – –
TCWA
477
Turtle Creek Wealth Advisors
Texas
$20.1K +$17.9K +81 New
CAL
478
Capital Analysts LLC
Pennsylvania
$20K -$9.49K -43 -35%
DI
479
DAGCO Inc
Ohio
$18.3K +$16.3K +74 New
DWS
480
Dynamic Wealth Strategies
California
$18.3K +$16.3K +74 New
VWM
481
Venturi Wealth Management
Texas
$16.1K +$11.3K +51 +364%
ST
482
Smithfield Trust
Pennsylvania
$16K -$1.99K -9 -12%
MA
483
Montag & Associates
Georgia
$14.6K – – –
DMBA
484
Deseret Mutual Benefit Administrators
Utah
$14.6K -$5.29K -24 -29%
PPC
485
Park Place Capital
Alabama
$14.6K – – –
AP
486
Aspect Partners
Virginia
$13.6K +$12.1K +55 New
C
487
Covestor
United Kingdom
$13K +$441 +2 +4%
GWM
488
Geneos Wealth Management
Colorado
$12.6K +$441 +2 +4%
PMFA
489
Plante Moran Financial Advisors
Michigan
$12.4K – – –
CA
490
Clearstead Advisors
Ohio
$12.2K -$3.75K -17 -26%
TPCW
491
TD Private Client Wealth
New York
$12.1K -$7.28K -33 -40%
GRP
492
Global Retirement Partners
California
$11.7K -$882 -4 -8%
SWA
493
SOA Wealth Advisors
New York
$11.4K – – –
FMII
494
Farmers & Merchants Investments Inc
Nebraska
$10.9K – – –
PA
495
Paralel Advisors
Colorado
$10.9K +$9.71K +44 New
BSB
496
Bangor Savings Bank
Maine
$10.4K – – –
HWA
497
HHM Wealth Advisors
Tennessee
$10.2K – – –
MLA
498
MB, Levis & Associates
Pennsylvania
$9.17K – – –
GIS
499
Grayhawk Investment Strategies
Alberta, Canada
$7.44K – – –
GKIM
500
GW&K Investment Management
Massachusetts
$7K -$1.1K -5 -14%
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