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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
526
Ransom Advisory
Rhode Island
$26.8K – – –
AGWCA
527
Annis Gardner Whiting Capital Advisors
Florida
$25.6K -$2.43K -9 -9%
FAM
528
Fulcrum Asset Management
United Kingdom
$23.6K – – –
TWD
529
True Wealth Design
Ohio
$21.4K +$8.92K +33 +70%
MA
530
Montag & Associates
Georgia
$18.1K -$3.35M -12,378 -99%
C
531
Covestor
United Kingdom
$18K -$25.4K -94 -58%
ST
532
Smithfield Trust
Pennsylvania
$17K – – –
QC
533
Quent Capital
New York
$15.8K +$15.9K +59 New
DWS
534
Dynamic Wealth Strategies
California
$15.5K – – –
RFP
535
Root Financial Partners
California
$14.8K +$14.9K +55 New
RCM
536
Raleigh Capital Management
North Carolina
$14.5K – – –
RBI
537
Raiffeisen Bank International
Austria
$14.4K +$14.6K +54 New
GA
538
GoalVest Advisory
New York
$13.4K – – –
PMFA
539
Plante Moran Financial Advisors
Michigan
$13.4K – – –
PWA
540
Physician Wealth Advisors
Utah
$13.1K +$6.76K +25 +104%
GKIM
541
GW&K Investment Management
Massachusetts
$12K +$2.16K +8 +22%
HNB
542
Hilltop National Bank
Wyoming
$11.8K – – –
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$11.5K – – –
SWA
544
SOA Wealth Advisors
New York
$11.2K +$270 +1 +2%
BTI
545
Blue Trust Inc
Georgia
$11K -$1.08K -4 -9%
IA
546
IFP Advisors
Florida
$10.7K +$10.8K +40 New
QL
547
Quarry LP
New York
$10.2K +$10.3K +38 New
MLA
548
MB, Levis & Associates
Pennsylvania
$9.9K – – –
TPCW
549
TD Private Client Wealth
New York
$9.64K +$1.35K +5 +16%
SHM
550
Sagard Holdings Management
Ontario, Canada
$8.03K – – –
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