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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
551
Plante Moran Financial Advisors
Michigan
$13.1K – – –
SAG
552
SageView Advisory Group
California
$12.3K +$12.2K +47 New
GKIM
553
GW&K Investment Management
Massachusetts
$12K – – –
RCM
554
Raleigh Capital Management
North Carolina
$11.7K -$2.33K -9 -17%
HNB
555
Hilltop National Bank
Wyoming
$11.5K – – –
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$11.5K +$259 +1 +2%
RFP
557
Root Financial Partners
California
$11.4K -$3.11K -12 -22%
SWA
558
SOA Wealth Advisors
New York
$11K – – –
ZBNA
559
Zions Bancorporation, National Association
Utah
$11K +$4.4K +17 +68%
BTI
560
Blue Trust Inc
Georgia
$10.2K -$518 -2 -5%
TPCW
561
TD Private Client Wealth
New York
$9.94K +$518 +2 +6%
MLA
562
MB, Levis & Associates
Pennsylvania
$9.68K – – –
QC
563
Quent Capital
New York
$9.42K -$5.95K -23 -39%
IA
564
IFP Advisors
Florida
$9.16K -$1.29K -5 -13%
CFO
565
CVA Family Office
Colorado
$8.63K +$2.59K +10 +43%
LA
566
LM Advisors
California
$6.19K -$1.29M -4,981 -75%
MCM
567
MV Capital Management
Maryland
$6.02K +$259 +1 +5%
HI
568
Harbour Investments
Wisconsin
$6.02K +$518 +2 +10%
TLCM
569
Twin Lakes Capital Management
California
$5.97K – – –
IRC
570
Investors Research Corp
Georgia
$5.76K – – –
CPG
571
Cornerstone Planning Group
New Jersey
$5.4K -$518 -2 -8%
PPC
572
Park Place Capital
Alabama
$5.23K – – –
TH
573
TCTC Holdings
Texas
$5.23K – – –
PWA
574
Physician Wealth Advisors
Utah
$3.93K -$8.8K -34 -69%
MAFA
575
MJT & Associates Financial Advisory
Minnesota
$3.66K – – –
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