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Hubbell

Name Holding Trade Value Shares
Change
Change in
Stake
TA
451
Townsend & Associates
Colorado
$877K – – –
FTDI
452
First Trust Direct Indexing
Massachusetts
$876K +$341K +887 +77%
SCM
453
Sterling Capital Management
North Carolina
$875K +$785K +2,042 New
UH
454
Unigestion Holding
Switzerland
$861K +$773K +2,010 New
CSWM
455
Cassady Schiller Wealth Management
Ohio
$857K – – –
FTC
456
Farmers Trust Company
Ohio
$857K – – –
SC
457
Schulhoff & Co
Ohio
$852K – – –
GI
458
GAMCO Investors
Connecticut
$842K – – –
CWM
459
Calamos Wealth Management
Illinois
$805K – – –
CT
460
Coastline Trust
Rhode Island
$805K – – –
FFN
461
Focus Financial Network
Minnesota
$800K – – –
OAC
462
OMERS Administration Corp
Ontario, Canada
$795K – – –
RFO
463
RiverGlades Family Offices
Florida
$792K – – –
CI
464
Cavalier Investments
Georgia
$792K +$26.5K +69 +4%
TMAM
465
Tokio Marine Asset Management
Japan
$780K – – –
VA
466
Vident Advisory
Georgia
$777K +$138K +358 +25%
AWM
467
Avior Wealth Management
Nebraska
$774K -$187K -486 -21%
VIM
468
Vinva Investment Management
Australia
$773K +$694K +1,805 New
WTC
469
WhitTier Trust Company
Nevada
$768K – – –
IMCOOI
470
Investment Management Corp of Ontario (IMCO)
Canada
$764K +$231K +600 +51%
EFS
471
Essex Financial Services
Connecticut
$761K +$21.5K +56 +3%
MCM
472
MidAtlantic Capital Management
Virginia
$757K – – –
BFM
473
Boston Financial Management
Massachusetts
$754K – – –
AWS
474
Atria Wealth Solutions
New York
$752K +$48.8K +127 +8%
CWM
475
Compass Wealth Management
Connecticut
$752K -$108K -280 -14%