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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
576
Mowery & Schoenfeld Wealth Management
Illinois
$3.42K +$776 +3 +30%
HHMI
577
Howard Hughes Medical Institute
Maryland
$3.4K – – –
RTL
578
Red Tortoise LLC
Georgia
$3.4K – – –
KFAS
579
Keating Financial Advisory Services
Kansas
$3.4K +$3.37K +13 New
PIS
580
POM Investment Strategies
North Carolina
$3.4K +$3.37K +13 New
EWP
581
Elevation Wealth Partners
California
$3.14K -$1.29K -5 -29%
FFO
582
Fortitude Family Office
Arizona
$2.88K -$2.07K -8 -42%
TC
583
Truvestments Capital
Florida
$2.88K – – –
NA
584
NewEdge Advisors
Louisiana
$2.62K – – –
RF
585
Rossby Financial
Florida
$2.62K +$1.81K +7 +233%
TFA
586
Transamerica Financial Advisors
Florida
$2.35K -$259 -1 -10%
GBT
587
Grove Bank & Trust
Florida
$2.35K – – –
MEG
588
Millstone Evans Group
Colorado
$2.35K – – –
DWM
589
Dogwood Wealth Management
Kansas
$2.35K +$518 +2 +29%
RWM
590
Raffa Wealth Management
District of Columbia
$2.09K – – –
DF
591
Dunhill Financial
United Kingdom
$2.04K +$776 +3 +60%
BIA
592
Bell Investment Advisors
California
$1.57K -$4.92K -19 -76%
TFM
593
TFC Financial Management
Massachusetts
$1.57K – – –
CFG
594
Clayton Financial Group
Missouri
$1.31K +$1.29K +5 New
LWMI
595
Legacy Wealth Management (Idaho)
Idaho
$1.31K +$1.29K +5 New
CFM
596
Cornerstone Financial Management
Massachusetts
$1.31K +$1.29K +5 New
WWA
597
Wealth Watch Advisors
Colorado
$1.05K -$776 -3 -43%
AW
598
Avion Wealth
Texas
$1K +$1.55K +6 New
NWM
599
Nova Wealth Management
Florida
$861 – – –
WW
600
Winnow Wealth
Texas
$786 -$518 -2 -40%
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