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Essex Property Trust
ESS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$2.33K -$1.07K -4 -33%
BIA
602
Bell Investment Advisors
California
$2.33K +$538 +2 +33%
SC
603
SouthState Corp
Florida
$2.33K +$538 +2 +33%
TFM
604
TFC Financial Management
Massachusetts
$2.33K +$538 +2 +33%
DF
605
Dunhill Financial
United Kingdom
$2.05K +$269 +1 +17%
HWP
606
Highline Wealth Partners
California
$2.04K -$1.07K -4 -36%
CFM
607
Cornerstone Financial Management
Massachusetts
$2.04K – – –
AA
608
Ancora Advisors
Ohio
$1.75K -$55.1K -205 -97%
SGFG
609
Silver Grove Financial Group
New York
$1.75K +$1.61K +6 New
TFA
610
Transamerica Financial Advisors
Florida
$1.47K +$269 +1 +25%
M
611
MOTCO
Texas
$1.46K +$538 +2 +67%
CWP
612
Clark Wealth Partners
Illinois
$1.18K -$538 -2 -33%
ACA
613
American Capital Advisory
Idaho
$1.17K – – –
SWM
614
Spire Wealth Management
Virginia
$1.17K -$341K -1,267 -100%
SWM
615
SHP Wealth Management
Massachusetts
$1.17K -$806 -3 -43%
TAP
616
Tounjian Advisory Partners
Florida
$1.17K +$1.07K +4 New
PWMG
617
Prestige Wealth Management Group
New Jersey
$883 – – –
AF
618
Advisornet Financial
Minnesota
$875 – – –
SEP
619
Signature Equity Partners
Ohio
$875 – – –
APFP
620
Action Point Financial Planning
Michigan
$875 +$806 +3 New
AWM
621
Abound Wealth Management
Tennessee
$584 – – –
RWS
622
Retirement Wealth Solutions
Wisconsin
$584 – – –
BIM
623
Breakwater Investment Management
Washington
$584 +$538 +2 New
BFS
624
Bare Financial Services
Pennsylvania
$583 – – –
BWS
625
Buck Wealth Strategies
Colorado
$583 +$538 +2 New
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