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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1101
Focus Partners Advisor Solutions
Missouri
$293K +$277K +4,592 New
BIM
1102
Baldwin Investment Management
Pennsylvania
$293K +$277K +4,600 New
S
1103
Schroders
United Kingdom
$293K +$277K +4,600 New
ESB
1104
Essex Savings Bank
Connecticut
$291K +$49.3K +817 +22%
BFO
1105
Boston Family Office
Massachusetts
$290K -$13.3K -220 -5%
BFC
1106
Bedel Financial Consulting
Indiana
$290K
AAP
1107
Arax Advisory Partners
Colorado
$288K +$83.8K +1,390 +44%
CT
1108
Caldwell Trust
Florida
$288K -$3.32K -55 -1%
IWP
1109
Innova Wealth Partners
Pennsylvania
$287K +$60 +1 +0%
B
1110
Bailard
California
$286K -$34.6K -574 -11%
EIM
1111
Essex Investment Management
Massachusetts
$286K
DWT
1112
Dorsey & Whitney Trust
South Dakota
$285K -$1.39K -23 -0.5%
Aristotle Capital Management
1113
Aristotle Capital Management
California
$285K
RC
1114
Roundview Capital
New Jersey
$285K
BG
1115
Bahl & Gaynor
Ohio
$285K +$20.3K +336 +8%
CW
1116
CreativeOne Wealth
Kansas
$285K +$26.9K +446 +11%
GDP
1117
Great Diamond Partners
Maine
$284K
IFG
1118
Independent Financial Group
California
$283K -$79.5K -1,318 -23%
MFG
1119
MidWestOne Financial Group
Iowa
$282K
IWM
1120
IHT Wealth Management
Illinois
$281K -$2.96K -49 -1%
JCM
1121
Janney Capital Management
Pennsylvania
$281K +$4.16K +69 +2%
BCM
1122
Bluefin Capital Management
New York
$280K -$241K -4,000 -48%
RCWM
1123
Royal Capital Wealth Management
Indiana
$280K -$7.78K -129 -3%
CFN
1124
Cordasco Financial Network
Florida
$279K -$1.51K -25 -0.6%
ACM
1125
Allred Capital Management
Texas
$279K +$724 +12 +0.3%