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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
501
Abound Wealth Management
Tennessee
$3.52K – – –
HS
502
Horan Securities
United States
$3.52K +$3.28K +15 New
IPW
503
Impact Partnership Wealth
Georgia
$3.28K +$3.06K +14 New
RTL
504
Red Tortoise LLC
Georgia
$3.05K – – –
BIA
505
Bell Investment Advisors
California
$2.81K +$437 +2 +20%
NA
506
NewEdge Advisors
Louisiana
$2.34K -$5.03K -23 -70%
AIC
507
Archer Investment Corporation
Indiana
$2.34K +$2.19K +10 New
HI
508
Harbour Investments
Wisconsin
$2.13K -$3.5K -16 -64%
GC
509
Globeflex Capital
California
$2.11K +$1.97K +9 New
KFP
510
KB Financial Partners
New Jersey
$2K – – –
FA
511
Fiduciary Alliance
South Carolina
$1.94K +$1.75K +8 New
RAM
512
Riggs Asset Management
Pennsylvania
$1.88K +$1.75K +8 New
RWM
513
Raffa Wealth Management
District of Columbia
$1.87K – – –
WPA
514
West Paces Advisors
Georgia
$1.87K – – –
BAAM
515
Baker Avenue Asset Management
California
$1.64K +$874 +4 +133%
EBA
516
Eagle Bay Advisors
New York
$1.41K – – –
TFM
517
TFC Financial Management
Massachusetts
$1.17K -$5.9K -27 -84%
SVCP
518
Silicon Valley Capital Partners
California
$1.17K +$1.09K +5 New
SIA
519
SkyView Investment Advisors
New Jersey
$1K +$437 +2 +200%
BG
520
Bollard Group
Massachusetts
$1K +$1.09K +5 New
FHA
521
First Horizon Advisors
Tennessee
$937 – – –
GBT
522
Grove Bank & Trust
Florida
$937 – – –
UFF
523
USA Financial Formulas
Michigan
$937 – – –
M
524
MOTCO
Texas
$937 +$874 +4 New
PWMG
525
Prestige Wealth Management Group
New Jersey
$710 – – –
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