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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
551
Elevation Wealth Partners
California
$6.29K +$3.53K +14 +117%
KAS
552
Kemnay Advisory Services
New York
$6.29K +$6.56K +26 New
LA
553
LM Advisors
California
$5.88K -$45.9K -182 -11%
CPG
554
Cornerstone Planning Group
New Jersey
$5.62K – – –
TLCM
555
Twin Lakes Capital Management
California
$5.58K – – –
IRC
556
Investors Research Corp
Georgia
$5.32K – – –
SIC
557
SJS Investment Consulting
Ohio
$5.08K -$46.7K -185 -90%
KFAS
558
Keating Financial Advisory Services
Kansas
$5.08K +$2.02K +8 +62%
MCM
559
MV Capital Management
Maryland
$4.84K -$757 -3 -13%
BCWM
560
Bartlett & Co Wealth Management
Ohio
$4.76K +$4.29K +17 +1,700%
S
561
Sachetta
Massachusetts
$4.62K +$4.29K +17 +850%
EP
562
Essential Partners
California
$4.6K -$40.9K -162 -90%
IA
563
IFP Advisors
Florida
$3.87K -$4.79K -19 -54%
RF
564
Rossby Financial
Florida
$3.4K +$1.01K +4 +40%
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$3.15K -$21.2K -84 -87%
PIS
566
POM Investment Strategies
North Carolina
$3.15K – – –
RTL
567
Red Tortoise LLC
Georgia
$3.15K – – –
JWM
568
JPL Wealth Management
Colorado
$3.15K +$3.28K +13 New
BWL
569
Bogart Wealth LLC
Virginia
$2.9K +$2.52K +10 +500%
TPWA
570
Twin Peaks Wealth Advisors
California
$2.9K +$3.03K +12 New
CFO
571
CVA Family Office
Colorado
$2.66K -$5.55K -22 -67%
FFO
572
Fortitude Family Office
Arizona
$2.66K – – –
HWP
573
Highline Wealth Partners
California
$2.66K +$2.77K +11 New
SSG
574
Summit Securities Group
New York
$2.42K -$115K -456 -98%
TC
575
Truvestments Capital
Florida
$2.42K -$252 -1 -9%
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