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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
501
DT Investment Partners
Pennsylvania
$86.6K – – –
CCM
502
Chilton Capital Management
Texas
$84.7K +$77.4K +288 New
TFIPS
503
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.1K – – –
CT
504
Clearstead Trust
Maine
$78.4K -$7.53K -28 -9%
TWD
505
True Wealth Design
Ohio
$73.2K +$28.5K +106 +73%
SAM
506
Smartleaf Asset Management
Massachusetts
$71.6K – – –
EWA
507
EverSource Wealth Advisors
Alabama
$67.4K -$9.14K -34 -13%
BMC
508
Bear Mountain Capital
Washington
$65.9K – – –
CH
509
Cromwell Holdings
Wyoming
$63.5K +$1.07K +4 +2%
HNB
510
Huntington National Bank
Ohio
$62.4K +$7.53K +28 +15%
AG
511
AmeriFlex Group
Nevada
$60.7K – – –
PWPS
512
Pinnacle Wealth Planning Services
Ohio
$60.1K -$7.26K -27 -12%
1IA
513
1620 Investment Advisors
Massachusetts
$58.3K – – –
CTC
514
Central Trust Company
Missouri
$56.9K – – –
MC
515
Muzinich & Co
New York
$55.4K – – –
T
516
TOBAM
France
$54K +$9.68K +36 +24%
TCOT
517
Trust Company of Toledo
Ohio
$51K +$14.8K +55 +46%
OL
518
OneFund LLC
Florida
$50.7K -$538 -2 -1%
CA
519
CoreCap Advisors
Michigan
$48.8K +$1.07K +4 +2%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$48.1K +$5.38K +20 +14%
EWP
521
Elevation Wealth Partners
California
$47.2K +$36.6K +136 +523%
CCWM
522
Cassaday & Co Wealth Management
Virginia
$46.4K – – –
CAL
523
Capital Advisors Ltd
Ohio
$46K – – –
BGAI
524
Bruce G. Allen Investments
Colorado
$45.8K – – –
UB
525
UMB Bank
Missouri
$42.3K +$4.84K +18 +14%
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