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Essex Property Trust

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
501
Center for Financial Planning
Michigan
$102K – – –
TCA
502
Trifecta Capital Advisors
Illinois
$90.4K – – –
BLC
503
Brown, Lisle/Cummings
Rhode Island
$88.6K – – –
Bank Julius Baer & Co
504
Bank Julius Baer & Co
Switzerland
$88.3K – – –
DIP
505
DT Investment Partners
Pennsylvania
$86.6K – – –
CCM
506
Chilton Capital Management
Texas
$84.7K +$77.4K +288 New
TFIPS
507
Towarzystwo Funduszy Inwestycyjnych PZU SA
$83.1K – – –
CT
508
Clearstead Trust
Maine
$78.4K -$7.53K -28 -9%
TWD
509
True Wealth Design
Ohio
$73.2K +$28.5K +106 +73%
SAM
510
Smartleaf Asset Management
Massachusetts
$71.6K – – –
EWA
511
EverSource Wealth Advisors
Alabama
$67.4K -$9.14K -34 -13%
BMC
512
Bear Mountain Capital
Washington
$65.9K – – –
CH
513
Cromwell Holdings
Wyoming
$63.5K +$1.07K +4 +2%
HNB
514
Huntington National Bank
Ohio
$62.4K +$7.53K +28 +15%
AG
515
AmeriFlex Group
Nevada
$60.7K – – –
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$60.1K -$7.26K -27 -12%
1IA
517
1620 Investment Advisors
Massachusetts
$58.3K – – –
CTC
518
Central Trust Company
Missouri
$56.9K – – –
MC
519
Muzinich & Co
New York
$55.4K – – –
T
520
TOBAM
France
$54K +$9.68K +36 +24%
TCOT
521
Trust Company of Toledo
Ohio
$51K +$14.8K +55 +46%
OL
522
OneFund LLC
Florida
$50.7K -$538 -2 -1%
CA
523
CoreCap Advisors
Michigan
$48.8K +$1.07K +4 +2%
MPWT
524
MassMutual Private Wealth & Trust
Connecticut
$48.1K +$5.38K +20 +14%
EWP
525
Elevation Wealth Partners
California
$47.2K +$36.6K +136 +523%