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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1101
Carmichael Hill & Associates
Maryland
$293K +$7.6K +126 +3%
Focus Partners Advisor Solutions
1102
Focus Partners Advisor Solutions
Missouri
$293K +$277K +4,592 New
BIM
1103
Baldwin Investment Management
Pennsylvania
$293K +$277K +4,600 New
S
1104
Schroders
United Kingdom
$293K +$277K +4,600 New
ESB
1105
Essex Savings Bank
Connecticut
$291K +$49.3K +817 +22%
BFO
1106
Boston Family Office
Massachusetts
$290K -$13.3K -220 -5%
BFC
1107
Bedel Financial Consulting
Indiana
$290K – – –
Arax Advisory Partners
1108
Arax Advisory Partners
Colorado
$288K +$83.8K +1,390 +44%
CT
1109
Caldwell Trust
Florida
$288K -$3.32K -55 -1%
IWP
1110
Innova Wealth Partners
Pennsylvania
$287K +$60 +1 +0%
Bailard
1111
Bailard
California
$286K -$34.6K -574 -11%
EIM
1112
Essex Investment Management
Massachusetts
$286K – – –
DWT
1113
Dorsey & Whitney Trust
South Dakota
$285K -$1.39K -23 -0.5%
Aristotle Capital Management
1114
Aristotle Capital Management
California
$285K – – –
RC
1115
Roundview Capital
New Jersey
$285K – – –
Bahl & Gaynor
1116
Bahl & Gaynor
Ohio
$285K +$20.3K +336 +8%
CreativeOne Wealth
1117
CreativeOne Wealth
Kansas
$285K +$26.9K +446 +11%
GDP
1118
Great Diamond Partners
Maine
$284K – – –
Independent Financial Group
1119
Independent Financial Group
California
$283K -$79.5K -1,318 -23%
MFG
1120
MidWestOne Financial Group
Iowa
$282K – – –
IHT Wealth Management
1121
IHT Wealth Management
Illinois
$281K -$2.96K -49 -1%
JCM
1122
Janney Capital Management
Pennsylvania
$281K +$4.16K +69 +2%
BCM
1123
Bluefin Capital Management
New York
$280K -$241K -4,000 -48%
RCWM
1124
Royal Capital Wealth Management
Indiana
$280K -$7.78K -129 -3%
CFN
1125
Cordasco Financial Network
Florida
$279K -$1.51K -25 -0.6%