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Church & Dwight Co
CHD

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
601
Broadwater Capital
Massachusetts
$545K – – –
NAS
602
Nicolet Advisory Services
Wisconsin
$538K +$30.5K +297 +6%
WANY
603
Wealthspire Advisors (New York)
New York
$537K +$212K +2,063 +67%
EI
604
Ellevest Inc
New York
$537K +$6.57K +64 +1%
LIP
605
Liontrust Investment Partners
United Kingdom
$537K – – –
PP
606
Pegasus Partners
Wisconsin
$534K -$61.5K -600 -11%
PG
607
Patten Group
Tennessee
$533K +$56.2K +548 +12%
HTC
608
Haverford Trust Company
Pennsylvania
$532K +$5.85K +57 +1%
BFO
609
Boston Family Office
Massachusetts
$530K – – –
MAS
610
Meeder Advisory Services
Ohio
$529K -$54.2K -528 -9%
SPC
611
Sigma Planning Corp
Michigan
$528K -$81.7K -796 -14%
SCM
612
Shelton Capital Management
Colorado
$528K -$12K -117 -2%
SLI
613
Sumitomo Life Insurance
Japan
$527K +$5.33K +52 +1%
VA
614
Valmark Advisers
Ohio
$523K +$3.38K +33 +0.7%
RZH
615
Relyea Zuckerberg Hanson
Connecticut
$514K -$103 -1 -0%
GI
616
GAMMA Investing
California
$512K +$19.8K +193 +4%
SS
617
Sunbelt Securities
Texas
$508K -$13.1K -128 -3%
FDS
618
Freedom Day Solutions
Texas
$505K -$1.54K -15 -0.3%
KWA
619
Kingswood Wealth Advisors
California
$505K -$15.2K -148 -3%
KWM
620
KFG Wealth Management
Indiana
$504K +$11.1K +108 +2%
PJSIMP
621
P.J. Schmidt Investment Management (PJS)
Wisconsin
$503K – – –
IIC
622
Ironwood Investment Counsel
Arizona
$503K -$92.4K -901 -16%
PWP
623
Principle Wealth Partners
Connecticut
$503K – – –
AG
624
AlTi Global
New York
$494K +$484K +4,715 New
EFS
625
Essex Financial Services
Connecticut
$488K +$2.56K +25 +0.5%
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25
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