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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
551
Harbour Investments
Wisconsin
$7.02K +$1.51K +6 +26%
EWP
552
Elevation Wealth Partners
California
$6.29K +$3.53K +14 +117%
KAS
553
Kemnay Advisory Services
New York
$6.29K +$6.56K +26 New
LA
554
LM Advisors
California
$5.88K -$45.9K -182 -11%
CPG
555
Cornerstone Planning Group
New Jersey
$5.62K – – –
TLCM
556
Twin Lakes Capital Management
California
$5.58K – – –
IRC
557
Investors Research Corp
Georgia
$5.32K – – –
SIC
558
SJS Investment Consulting
Ohio
$5.08K -$46.7K -185 -90%
KFAS
559
Keating Financial Advisory Services
Kansas
$5.08K +$2.02K +8 +62%
MCM
560
MV Capital Management
Maryland
$4.84K -$757 -3 -13%
BCWM
561
Bartlett & Co Wealth Management
Ohio
$4.76K +$4.29K +17 +1,700%
S
562
Sachetta
Massachusetts
$4.62K +$4.29K +17 +850%
EP
563
Essential Partners
California
$4.6K -$40.9K -162 -90%
IA
564
IFP Advisors
Florida
$3.87K -$4.79K -19 -54%
RF
565
Rossby Financial
Florida
$3.4K +$1.01K +4 +40%
AGWCA
566
Annis Gardner Whiting Capital Advisors
Florida
$3.15K -$21.2K -84 -87%
PIS
567
POM Investment Strategies
North Carolina
$3.15K – – –
RTL
568
Red Tortoise LLC
Georgia
$3.15K – – –
JWM
569
JPL Wealth Management
Colorado
$3.15K +$3.28K +13 New
BWL
570
Bogart Wealth LLC
Virginia
$2.9K +$2.52K +10 +500%
TPWA
571
Twin Peaks Wealth Advisors
California
$2.9K +$3.03K +12 New
CFO
572
CVA Family Office
Colorado
$2.66K -$5.55K -22 -67%
FFO
573
Fortitude Family Office
Arizona
$2.66K – – –
HWP
574
Highline Wealth Partners
California
$2.66K +$2.77K +11 New
SSG
575
Summit Securities Group
New York
$2.42K -$115K -456 -98%
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