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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
501
Mechanics Financial Corp
Ohio
$6.2K – – –
MCM
502
Manchester Capital Management
Vermont
$6.2K +$5.51K +25 New
IA
503
IFP Advisors
Florida
$6.06K – – –
QL
504
Quarry LP
New York
$5.95K -$5.29K -24 -50%
EWA
505
EverSource Wealth Advisors
Alabama
$5.95K -$1.1K -5 -17%
IRC
506
Investors Research Corp
Georgia
$5.46K – – –
TLCM
507
Twin Lakes Capital Management
California
$5.26K – – –
MCM
508
MV Capital Management
Maryland
$4.96K -$2.65K -12 -38%
ZB
509
Zions Bancorporation
Utah
$4.96K – – –
NA
510
NewEdge Advisors
Louisiana
$4.73K +$441 +2 +12%
CFB
511
Cullen/Frost Bankers
Texas
$4.71K – – –
FFO
512
Fortitude Family Office
Arizona
$4.71K +$4.19K +19 New
AIM
513
Anchor Investment Management
South Carolina
$4.21K – – –
PVH
514
Psagot Value Holdings
Israel
$4K +$3.09K +14 New
UB
515
UMB Bank
Missouri
$3.97K -$2.87K -13 -45%
AWM
516
Abound Wealth Management
Tennessee
$3.72K – – –
RTL
517
Red Tortoise LLC
Georgia
$3.22K – – –
RCM
518
Raleigh Capital Management
North Carolina
$3.22K +$2.87K +13 New
SC
519
Stephens Consulting
Michigan
$2.98K +$2.65K +12 New
HI
520
Harbour Investments
Wisconsin
$2.8K +$441 +2 +22%
LF
521
Lee Financial
Texas
$2.5K +$2.21K +10 New
AIC
522
Archer Investment Corporation
Indiana
$2.48K – – –
GC
523
Globeflex Capital
California
$2.23K – – –
RWM
524
Raffa Wealth Management
District of Columbia
$1.98K – – –
PTC
525
Private Trust Company
Ohio
$1.49K -$221 -1 -14%
19 20
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