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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$34K – – –
RTC
502
Riverview Trust Company
Washington
$31K +$29.7K +89 New
SWM
503
Spire Wealth Management
Virginia
$29K -$97.2K -291 -78%
FRA
504
Front Row Advisors
California
$29K -$668 -2 -2%
PCG
505
Private Capital Group
Connecticut
$25K +$334 +1 +1%
ZB
506
Zions Bancorporation
Utah
$22K +$8.69K +26 +68%
C
507
Covestor
United Kingdom
$21K +$9.02K +27 +84%
FPFS
508
First Personal Financial Services
North Carolina
$20K – – –
MA
509
Montag & Associates
Georgia
$20K – – –
PFBT
510
Parkside Financial Bank & Trust
Missouri
$19K +$3.01K +9 +20%
AWA
511
Aaron Wealth Advisors
Illinois
$18K +$17.4K +52 New
SC
512
Stephens Consulting
Michigan
$14.5K -$3.67K -11 -21%
AIM
513
Anchor Investment Management
South Carolina
$13.8K +$9.69K +29 +264%
CFGS
514
Concourse Financial Group Securities
Alabama
$13K +$2K +6 +20%
IFAM
515
Institutional & Family Asset Management
Colorado
$12K – – –
TFM
516
TFC Financial Management
Massachusetts
$11K – – –
HWA
517
HHM Wealth Advisors
Tennessee
$11K +$10.7K +32 New
TWC
518
TD Waterhouse Canada
Ontario, Canada
$10.6K – – –
SPIA
519
Steward Partners Investment Advisory
New York
$10K – – –
SCA
520
Stonebridge Capital Advisors
Minnesota
$10K – – –
PCOC
521
Power Corp of Canada
Canada
$10K +$10K +30 New
MFC
522
Mechanics Financial Corp
Ohio
$9K – – –
SSG
523
Summit Securities Group
New York
$9K +$8.69K +26 New
PA
524
PSI Advisors
Florida
$8K – – –
IRC
525
Investors Research Corp
Georgia
$8K +$7.35K +22 New
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